TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) BISHOP JULIUS C TRIMBLE DIRECTOR/VICE-CHAIR	6.0 ................. 1.0	X	X	35,000	0	0
(2) DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO	60.0 ................. 1.0	X	X	3,283,197	0	382,342
(3) J SCOTT DAVISON BOARD CHAIR / DIRECTOR	6.0 ................. 0	X	X	0	0	0
(4) MICHAEL A MCROBBIE DIRECTOR/VICE-CHAIR	6.0 ................. 0	X	X	37,500	0	0
(5) ANNE NOBLES DIRECTOR	6.0 ................. 1.0	X		37,500	0	0
(6) HARRY L GONSO DIRECTOR (PART YEAR)	6.0 ................. 0	X		8,750	0	0
(7) HON SARAH EVANS BARKER DIRECTOR	6.0 ................. 1.0	X		0	0	0
(8) JAMES A DAVLIN V DIRECTOR	6.0 ................. 0	X		35,000	0	0
(9) JAY L HESS MD DIRECTOR	6.0 ................. 6.0	X		37,500	5,000	0
(10) KYLE L GRAZIER DIRECTOR	6.0 ................. 0	X		37,500	0	0
(11) LARRY H STEVENS MD DIRECTOR	6.0 ................. 49.0	X		37,500	607,870	19,050
(12) MAUREEN BISOGNANO DIRECTOR	6.0 ................. 0	X		37,500	0	0
(13) MICHAEL J MIRRO MD DIRECTOR (PART YEAR)	6.0 ................. 0	X		26,250	0	0
(14) ROBERT A PALMER DIRECTOR	6.0 ................. 0	X		37,500	0	0
(15) THOMAS V EASTERDAY DIRECTOR	6.0 ................. 0	X		37,500	0	0
(16) ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL	51.0 ................. 4.0		X	777,666	0	147,078
(17) JENNIFER M ALVEY TREASURER/SVP & CFO	51.0 ................. 4.0		X	1,095,659	0	166,769

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(F) Estimated amount of other compensation from the organization and related organizations
(18) JONATHAN E GOTTLIEB MD EVP & CME (PART YEAR)	54.0 .......................1.0	X			1,122,248	0	25,312
(19) MATTHEW R COOK PRESIDENT (RILEY) (PART YEAR)	51.0 .......................4.0	X			947,526	0	42,900
(20) MICHELLE A JANNEY RN EVP & COO	51.0 .......................2.0	X			1,575,690	0	24,648
(21) PAUL M CALKINS MD INTERIM CHIEF MEDICAL EXECUTIVE (PART YEAR)	25.0 .......................25.0	X			318,097	292,517	0
(22) RYAN D NAGY MD PRESIDENT (AAHC)	25.0 .......................30.0	X			0	991,852	137,084
(23) BRIAN T SHOCKNEY PRESIDENT (SCR)	0.0 .......................55.0		X		849,268	0	141,492
(24) ELIZABETH DUNLAP SVP, CHIEF HR OFFICER	55.0 .......................0		X		916,871	0	151,380
(25) JOHN F FITZGERALD MD SVP, POPULATION HEALTH (PART YEAR)	52.0 .......................3.0		X		903,231	178,027	704,155
(26) MARK A LANTZY SVP & CIO/PRES. (HEALTH PLANS) (PART YEAR)	55.0 .......................0.0		X		831,214	0	12,361
(27) RONALD L STIVER PRESIDENT (SHS)	51.0 .......................4.0		X		1,154,498	0	173,557
(28) ERIC S WILLIAMS MD FORMER KEY EMPLOYEE	0.0 .......................40.0			X	0	188,063	17,690
(29) KEVIN R ARMSTRONG FORMER KEY EMPLOYEE	55.0 .......................0.0			X	691,633	0	132,669
(30) MICHAEL L HARLOWE FORMER KEY EMPLOYEE	0.0 .......................55.0			X	0	335,523	35,217
(31) PARVEEN CHAND FORMER KEY EMPLOYEE	55.0 .......................0			X	569,381	0	45,993
(32) PAUL R HAUT MD FORMER KEY EMPLOYEE	0.0 .......................55.0			X	0	410,853	16,863
(33) RYAN C KITCHELL FORMER OFFICER	0.0 .......................0.0			X	2,623,150	0	8,095

(A) Name and business address	(B) Description of services	(C) Compensation
MESSER CONSTRUCTION CO 2445 N MERIDIAN ST Indianapolis,IN46208	Construction	57,968,916
PRICEWATERHOUSECOOPERS LLP 300 MADISON AVENUE New York,NY10017	Professional Services	46,970,618
PHILIPS HEALTHCARE 3000 Minuteman Road MS 0400 Andover,MA01810	Medical Consulting	31,885,076
CERNER CORP 2800 ROCKCREEK PKWY Kansas City,MO64117	Health IT Solutions	29,480,387
TRIMEDX LLC 5451 LAKEVIEW PKWY S DR INDIANAPOLIS,IN46268	CLINICAL ENGINEERING	26,406,592
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 285

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 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) 2020

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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 5 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 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. 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—2019. 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—2020. 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—2019. 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) 2020

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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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 5 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 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. 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—2019. 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) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

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 lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

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 0.015 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 0.035	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) 2020

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, 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 2020. 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 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or 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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization Indiana University Health Inc

Part I Contributors	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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization Indiana University Health Inc		Employer identification number 35-1955872

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization Indiana University Health Inc			Employer identification number 35-1955872
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ 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) (2020)

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I-A

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

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) 2020

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) 2017	(b) 2018	(c) 2019	(d) 2020	(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) 2020

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|No

(b)

Amount

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

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

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

Yes

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

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

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

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

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

Yes

657,269

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

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

Yes

155,203

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

812,472

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 1j OTHER ACTIVITIES	SEVERAL MEMBERSHIP ORGANIZATIONS NOTIFIED IU HEALTH DURING 2020 THAT A PORTION OF THE DUES IT PAID WOULD BE USED FOR LOBBYING PURPOSES AS FOLLOWS: American Hospital Association: 23.32% or 25,561 INDIANA HOSPITAL ASSOCIATION: 7.18% OR $23,269 GREATER INDIANAPOLIS CHAMBER OF COMMERCE: 5.0% OR $2,500 INDIANA CHAMBER OF COMMERCE: 10% OR $5,075 CHILDREN'S HOSPITAL ASSOCIATION: 21.91% OR $74,477 340B HEALTH: 8% OR $1,246 AMERICA'S ESSENTIAL HOSPITALS: 13% OR $16,575 NEXT GEN COALITION: 50% OR $5,000 National Association of ACOs: 15% OR 1,500 TOTAL PORTION OF DUES USED FOR LOBBYING PURPOSES: $155,203
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	DURING 2020, IU HEALTH SPENT A TOTAL OF $657,269 IN DIRECT FEDERAL AND STATE LOBBYING EXPENDITURES. During 2020, IU Health advocated before our federal legislative and executive branches on the following issues: - Federal COVID response and associated waivers, including COVID relief funds - Healthcare Reform Legislation (in general) - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement During 2020, IU Health advocated before our state legislative branches on the following issues: - Provider Reimbursements - Healthy Indiana Plan - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation - Insurance Matters - Cost of Healthcare - Hospital Licensure - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Upper Payment Limit Payments - Graduate Medical Education

Return Reference

Explanation

Schedule C, Part II-B, Line 1j OTHER ACTIVITIES

SEVERAL MEMBERSHIP ORGANIZATIONS NOTIFIED IU HEALTH DURING 2020 THAT A PORTION OF THE DUES IT PAID WOULD BE USED FOR LOBBYING PURPOSES AS FOLLOWS: American Hospital Association: 23.32% or 25,561 INDIANA HOSPITAL ASSOCIATION: 7.18% OR $23,269 GREATER INDIANAPOLIS CHAMBER OF COMMERCE: 5.0% OR $2,500 INDIANA CHAMBER OF COMMERCE: 10% OR $5,075 CHILDREN'S HOSPITAL ASSOCIATION: 21.91% OR $74,477 340B HEALTH: 8% OR $1,246 AMERICA'S ESSENTIAL HOSPITALS: 13% OR $16,575 NEXT GEN COALITION: 50% OR $5,000 National Association of ACOs: 15% OR 1,500 TOTAL PORTION OF DUES USED FOR LOBBYING PURPOSES: $155,203

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

DURING 2020, IU HEALTH SPENT A TOTAL OF $657,269 IN DIRECT FEDERAL AND STATE LOBBYING EXPENDITURES. During 2020, IU Health advocated before our federal legislative and executive branches on the following issues: - Federal COVID response and associated waivers, including COVID relief funds - Healthcare Reform Legislation (in general) - Pricing Transparency/Surprise Billing/Good Faith Pricing Estimates - Changes to Medicare/Medicaid reimbursement - Graduate Medical Education - Medicaid/Medicare Managed Care - Changes to OPPS/IPPS reimbursement - Accountable Care Organizations - 340B program - Critical Access and Rural Hospital Matters - Disproportionate Share Hospital Payments - Telemedicine/Telehealth - Electronic Health Records Interoperability - Organ Transplant Allocation and Regulatory Oversight - CMS Regulatory Requirements - Budget Matters - Billing and Reimbursement During 2020, IU Health advocated before our state legislative branches on the following issues: - Provider Reimbursements - Healthy Indiana Plan - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation - Insurance Matters - Cost of Healthcare - Hospital Licensure - Medicaid Managed Care - Telehealth/Telemedicine - Public Safety - Pricing Transparency/Surprise Bills/Good Faith Pricing Estimates - Health Care Regulation - Social Services - Patient Safety Matters - Access to Health Care - Opioids/Addictions Services - Upper Payment Limit Payments - Graduate Medical Education

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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 instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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 FASB 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 FASB 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 FASB 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) 2020

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 ....	1,855,864	1,855,864	4,888,281	4,888,281	4,888,281
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...			3,032,417
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	1,855,864	1,855,864	1,855,864	4,888,281	4,888,281

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

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100 %

Term endowment SchDMd Bullet

0 %

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)

Yes

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

Yes

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

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 .....	174,596,472		174,596,472
b	Buildings ....	1,940,367,645	1,096,661,618	843,706,027
c	Leasehold improvements	35,726,932	14,958,510	20,768,422
d	Equipment ....	1,590,488,123	1,267,461,699	323,026,424
e	Other .....	327,406,524	27,042,098	300,364,426
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,662,461,771

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) ALTERNATIVE INVESTMENTS	2,019,918,293	F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	2,019,918,293

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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	802,963
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,588,620,367
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) 2020

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 endowment funds

PERMANENTLY RESTRICTED NET ASSETS ARE GENERALLY RESTRICTED FOR INDIGENT AND OTHER PATIENT CARE SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS, AND MEDICAL SUPPLIES AND EQUIPMENT.

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

The Internal Revenue Service (IRS) has determined that Indiana University Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). Indiana University Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provisions of IRC Section 511. Deferred income taxes that, as of December 31, 2020 and 2019, 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, 2020 and 2019, the Indiana University Health System had gross deferred tax assets of $135,889,000 and $143,157,000 respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2020 and 2019, was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. Based on the weight of the evidence, if it is more likely than not that some portion or all of the deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is recorded. The decrease in the valuation allowance for the current year was $7,264,000. At December 31, 2020, the Indiana University Health System has available net operating loss carryforwards of $546,376,000. Net operating losses generated from 2000 through 2017 will expire between 2021 and 2037. Net operating losses generated after 2017 do not expire.

Schedule D (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
Indiana University Health Inc

Employer identification number

35-1955872

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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

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

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

Yes

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

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

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	0	Investments	N/A	1,584,698,340
	East Asia and the Pacific	0	0	Investments	N/A	1,654
	North America (Canada & Mexico only)	0	0	Investments	N/A	23,527,271
	North America (Canada & Mexico only)	0	0	Conducting board meetings	N/A	6,381
	Central America and the Caribbean	0	0	,UNRELATED TRADE/BUS.	N/A	2,997,737
	Central America and the Caribbean	0	0	Program Services	SELF-INSURANCE	4,483,970
	Central America and the Caribbean	0	7	Speaking engagements	N/A	6,862
	East Asia and the Pacific	0	1	Speaking engagements	N/A	4,731
	Europe (Including Iceland and Greenland)	0	11	Speaking engagements	N/A	24,529
	Middle East and North Africa	0	1	Speaking engagements	N/A	738
	North America (Canada & Mexico only)	0	9	Speaking engagements	N/A	6,786
	Middle East and North Africa	0	3	Program Services	STRATEGIC BUSINESS	13,951





3a	Sub-total ....	0	32			1,615,772,950
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	32			1,615,772,950

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
Schedule F, Part I, Line 3 ACTIVITIES PER REGION	THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, STRATEGIC BUSINESS, TRAVEL AND MEETING EXPENSES PAID TO ATTEND OFF-SHORE CAPTIVE MEETINGS, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES.

Schedule F (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other 30000 %

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) . . .		28,472	47,702,110	0	47,702,110	1.28 %
b	Medicaid (from Worksheet 3, column a) . . . . .		110,419	998,980,798	639,894,507	359,086,291	9.67 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .			0	0	0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	138,891	1,046,682,908	639,894,507	406,788,401	10.96 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	16	65,307	19,111,373	650,216	18,461,157	0.50 %
f	Health professions education (from Worksheet 5) . . .	3	6,647	114,148,629	16,699,933	97,448,696	2.62 %
g	Subsidized health services (from Worksheet 6) . . . .	1	37,328	46,391,939	38,148,916	8,243,023	0.22 %
h	Research (from Worksheet 7) .	1	0	11,000,000	0	11,000,000	0.30 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	6	69,758	13,344,114	497,830	12,846,284	0.35 %
j	Total. Other Benefits . .	27	179,040	203,996,055	55,996,895	147,999,160	3.99 %
k	Total. Add lines 7d and 7j .	27	317,931	1,250,678,963	695,891,402	554,787,561	14.94 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing					0	0 %
2	Economic development					0	0 %
3	Community support	2	500	250,000	0	250,000	0.01 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building	1	0	2,896		2,896	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development	1	639	3,008		3,008	0 %
9	Other					0	0 %
10	Total	4	1,139	255,904	0	255,904	0.01 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare 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. ......

40,054,112

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).....

377,633,379

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

419,198,201

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

-41,564,822

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 %
1BELTWAY SURGERY CENTERS LLC	AMBULATORY SURGERY CENTER	25.76 %	74.24 %
2SENATE STREET SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	26.21 %	73.79 %
3INDIANA ENDOSCOPY CENTERS LLC	AMBULATORY SURGERY CENTER	26.01 %	73.99 %
4ROC SURGERY LLC	AMBULATORY SURGERY CENTER	29.7 %	70.3 %
5BALL OUTPATIENT SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	28.18 %	71.82 %
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2020

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)								Other (describe)
1	INDIANA UNIVERSITY HEALTH 1701 N SENATE BLVD INDIANAPOLIS,IN46202 HTTPS://IUHEALTH.ORG/ 22-005051-1	X	X	X	X	X	X	SEE PART V, SECTION C FOR ADDITIONAL INFORMATION

Schedule H (Form 990) 2020

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	INDIANA UNIVERSITY HEALTH
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): HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT

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): HTTPS://IUHEALTH.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFIT

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) 2020

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	INDIANA UNIVERSITY HEALTH
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 300.0%
and FPG family income limit for eligibility for discounted care of 0.0%

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):

HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE

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

HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE

A plain language summary of the FAP was widely available on a website (list url):
HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE

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) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	INDIANA UNIVERSITY HEALTH
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 (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

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) 2020

Page 7

Part VFacility Information (continued)

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

	INDIANA UNIVERSITY HEALTH
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) 2020

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, 20a, 20b, 20c, 20d, 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 3E	IU HEALTH'S 2018 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORTS INCLUDE PRIORITIZED DESCRIPTIONS OF SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY. THE CHNA REPORTS IDENTIFIED THE FOLLOWING NEEDS TO BE ADDRESSED: - ACCESS TO HEALTH CARE SERVICES - DRUG AND SUBSTANCE ABUSE - HEALTH CARE AND SOCIAL SERVICES FOR SENIORS - MENTAL HEALTH - OBESITY AND DIABETES - SMOKING - SOCIAL DETERMINANTS OF HEALTH - FOOD INSECURITY - MATERNAL AND INFANT HEALTH - VIOLENCE AND INJURIES
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IU HEALTH OPERATES FOUR HOSPITAL LOCATIONS THAT ARE LICENSED AS A SINGLE HOSPITAL BY THE INDIANA STATE DEPARTMENT OF HEALTH. THESE HOSPITAL LOCATIONS ARE AS FOLLOWS: - IU HEALTH METHODIST HOSPITAL - IU HEALTH UNIVERSITY HOSPITAL - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH - IU HEALTH SAXONY HOSPITAL IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN ARE LOCATED IN INDIANAPOLIS, MARION COUNTY, INDIANA AND ARE REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL IS LOCATED IN FISHERS, HAMILTON COUNTY, INDIANA. ALTHOUGH LICENSED AS A SINGLE HOSPITAL, EACH OF THESE FACILITIES SERVE DIFFERENT, ALTHOUGH SOMETIMES OVERLAPPING, PORTIONS OF THE COMMUNITY WHICH PRESENT THEIR OWN UNIQUE HEALTH NEEDS. IN ORDER TO TAKE INTO ACCOUNT ALL OF THESE UNIQUE HEALTH NEEDS, IU HEALTH CONDUCTED SEPARATE COMMUNITY HEALTH NEEDS ASSESSMENTS ("CHNAS") FOR EACH OF ITS FOUR HOSPITAL LOCATIONS. FOR THE 2018 COMMUNITY HEALTH NEEDS ASSESSMENT, INDIANA UNIVERSITY HEALTH CONDUCTED THE COMMUNITY SURVEY DATA COLLECTION IN COLLABORATION WITH INDIANA UNIVERSITY, UNIVERSITY OF EVANSVILLE AND AN INDIANA HOSPITAL COLLABORATIVE, INCLUDING COMMUNITY HEALTH NETWORK, FRANCISCAN ALLIANCE, ST. VINCENT HEALTH AND OTHER HOSPITAL PARTNERS. IN CONDUCTING EACH OF ITS MOST RECENT CHNAS, IU HEALTH TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITIES IT SERVES BY HOSTING SEVERAL COMMUNITY CONVERSATION FOCUS GROUPS. THESE FOCUS GROUPS INCLUDED PUBLIC HEALTH OFFICIALS AND COMMUNITY LEADERS TO DISCUSS THE HEALTHCARE NEEDS OF THE SERVICE AREA AND WHAT ROLE IU HEALTH COULD PLAY IN ADDRESSING THE IDENTIFIED NEEDS. IU HEALTH ACADEMIC HEALTH CENTER COMMUNITY MEETINGS - MARION COUNTY BETWEEN MAY 7 AND 9, 2018, THREE MEETINGS OF COMMUNITY REPRESENTATIVES WERE HELD IN INDIANAPOLIS, THE COUNTY SEAT OF MARION COUNTY. IN TOTAL, THE MEETINGS WERE ATTENDED BY 42 COMMUNITY MEMBERS INVITED BY IU HEALTH IN PARTNERSHIP WITH COMMUNITY HEALTH NETWORK BECAUSE THEY REPRESENT IMPORTANT COMMUNITY ORGANIZATIONS AND SECTORS SUCH AS: LOCAL HEALTH DEPARTMENTS, POLICE/FIRE DEPARTMENTS, NONPROFIT ORGANIZATIONS, LOCAL BUSINESSES, HEALTH CARE PROVIDERS, MAYORS/LOCAL POLICYMAKERS, FAITH-BASED ORGANIZATIONS, PARKS AND RECREATION DEPARTMENTS, AND SCHOOLS. THROUGH THESE MEETINGS, IU HEALTH SOUGHT A BREADTH OF PERSPECTIVES ON THE COMMUNITY'S HEALTH NEEDS. THE SPECIFIC ORGANIZATIONS REPRESENTED AT THE MEETINGS ARE LISTED BELOW. - ADULT AND CHILD HEALTH - ALL SENIOR CITIZENS CONNECT - CENTRAL INDIANA COUNCIL ON AGING (CICOA) - CITY OF INDIANAPOLIS - COBURN PLACE - COMMUNITY HEALTH NETWORK - GENNESARET FREE CLINICS - GLEANERS FOOD BANK - HEALTH BY DESIGN - IU HEALTH METHODIST HOSPITAL - IU HEALTH UNIVERSITY HOSPITAL - INDIANA YOUTH INSTITUTE - INDIANAPOLIS FIRE DEPARTMENT - INDIANAPOLIS METROPOLITAN POLICE DEPARTMENT - INDY HUNGER NETWORK - INDIANAPOLIS PARKS AND RECREATION - IRVINGTON DEVELOPMENT ORGANIZATION - JUMP IN FOR HEALTHY KIDS - LAWRENCE COMMUNITY GARDENS - MARION COUNTY PUBLIC HEALTH DEPARTMENT - NEW BEGINNINGS CHURCH - PARAMOUNT SCHOOLS OF EXCELLENCE - PROGRESS HOUSE - PURDUE EXTENSION - THE POLIS CENTER - UNIVERSITY OF INDIANAPOLIS THE MEETING BEGAN WITH A PRESENTATION THAT DISCUSSED THE GOALS AND STATUS OF THE CHNA PROCESS AND THE PURPOSE OF THE COMMUNITY MEETINGS. THEN, SECONDARY DATA WERE PRESENTED, ALONG WITH A SUMMARY OF THE MOST UNFAVORABLE COMMUNITY HEALTH INDICATORS. FOR MARION COUNTY, THOSE INDICATORS WERE (IN ALPHABETICAL ORDER): - AIR POLLUTION - COMMUNICABLE DISEASES AND STDS - CRIME - MENTAL HEALTH AND SUPPLY OF MENTAL HEALTH PROVIDERS - OBESITY AND LACK OF PHYSICAL ACTIVITY - POVERTY AND HIGH 'COMMUNITY NEED INDEX' - SMOKING AND TOBACCO USE 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 BY EACH GROUP, SUCH AS: - HIGH SCHOOL GRADUATION RATES - BUILT ENVIRONMENT - ACCESS TO PRIMARY CARE - HOMELESSNESS - ACCESS TO HEALTHY FOOD/FOOD INSECURITY - NEEDS OF THE GROWING SENIOR COMMUNITY - SUBSTANCE ABUSE - DENTAL CARE - DISPARITIES IN ACCESS TO BASIC, AFFORDABLE NEEDS - EDUCATION - EDUCATION ON COMMUNICABLE DISEASES - NUTRITION AND COOKING EDUCATION - TEEN PREGNANCY DURING THE MEETINGS, A RANGE OF OTHER TOPICS WAS DISCUSSED, INCLUDING: - ABILITY TO ADDRESS TOPICS SUCH AS CRIME, POVERTY, AND AIR POLLUTION - AGING POPULATION - TEEN PREGNANCY - WATER - PARKS - FUNDING - WALKABILITY - SOCIAL DETERMINANTS OF HEALTH - DISPARITIES - COLLABORATION WITH COMMUNITY ORGANIZATIONS - GOVERNMENT AFFAIRS DEPARTMENT - INDIVIDUALS WITH DISABILITIES AND THEIR HEALTH NEEDS - EFFECTS OF OPIOID ABUSE ON CHILDREN AFTER DISCUSSING THE NEEDS IDENTIFIED THROUGH SECONDARY DATA AND ADDING OTHERS TO THE LIST, PARTICIPANTS IN EACH MEETING WERE ASKED THROUGH A VOTING PROCESS TO IDENTIFY "THREE TO FIVE" THEY CONSIDER TO BE MOST SIGNIFICANT. FOOD INSECURITY, SUBSTANCE ABUSE, MENTAL HEALTH, SOCIAL DETERMINANTS OF HEALTH, AND OBESITY WERE FREQUENTLY IDENTIFIED THROUGH THE COMMUNITY MEETING PROCESS FOR MARION COUNTY. INTERVIEWS - MARION COUNTY AN INTERVIEW ALSO WAS CONDUCTED WITH TWO REPRESENTATIVES OF THE MARION COUNTY PUBLIC HEALTH DEPARTMENT. THE INTERVIEWS WERE CONDUCTED TO ASSURE THAT APPROPRIATE AND ADDITIONAL INPUT WAS RECEIVED FROM GOVERNMENTAL PUBLIC HEALTH OFFICIALS. THE RESULTS OF THE COMMUNITY MEETINGS WERE DISCUSSED AND INSIGHTS WERE SOUGHT REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, REASON(S) SUCH NEEDS ARE PRESENT, AND HOW THEY CAN BE ADDRESSED. THE INTERVIEWS WERE GUIDED BY A STRUCTURED PROTOCOL THAT FOCUSED ON OPINIONS REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, DESCRIBING WHY SUCH NEEDS ARE PRESENT, AND SEEKING IDEAS FOR HOW TO ADDRESS THEM. THE INTERVIEWEES CONFIRMED THAT THE NEEDS IDENTIFIED BY THE COMMUNITY MEETING PARTICIPANTS WERE SIGNIFICANT. THESE NEEDS WERE: - ACCESS TO HEALTHY FOOD (FOOD INSECURITY) AND ITS RELATION TO OBESITY - POVERTY - MENTAL HEALTH - DISPARITIES IN ACCESS TO BASIC NEEDS (HOUSING, TRANSPORTATION, ETC.) - SUBSTANCE ABUSE POVERTY HAS INCREASED SIGNIFICANTLY SINCE 2005, FROM ONE OUT OF EVERY FIVE HOUSEHOLDS TO ONE OUT OF EVERY THREE WITH CHILDREN IN POVERTY. THIS INCREASED POVERTY LEVEL HAS CREATED A LARGE ISSUE WITH FOOD INSECURITY. WHILE UNEMPLOYMENT RATES ARE LOW, WAGES ARE AN ISSUE FOR MANY IN THE COMMUNITY. THE MINIMUM WAGE IS NOT A LIVING WAGE AND MANY PEOPLE WHO HAVE LOW PAYING JOBS STILL STRUGGLE WITH FOOD INSECURITY AND OTHER ISSUES. MENTAL HEALTH STATUS AND ACCESS TO MENTAL HEALTH CARE IS A SIGNIFICANT ISSUE, WITH A PARTICULAR FOCUS ON THE LACK OF PROVIDERS, AND ISSUES SURROUNDING SUICIDE AMONG CHILDREN. SINCE MANY PROVIDERS RECEIVE LITTLE IN REIMBURSEMENT FROM INSURANCE FOR MENTAL HEALTH TREATMENT, FINDING PROVIDERS AND HOSPITALS WITH A FOCUS ON MENTAL HEALTH IS DIFFICULT. THERE IS A NEED FOR NAVIGATORS THAT COULD HELP RESIDENTS FIND NEEDED SERVICES AND SIGN UP FOR STATE INSURANCE PLANS. SUBSTANCE ABUSE IS A SIGNIFICANT ISSUE, AS EVIDENCED BY DRUG OVERDOSE DEATHS. ADDITIONALLY, WHILE THERE WERE 500 AMBULANCE TRIPS FOR DRUG OVERDOSES IN 2013, THIS NUMBER IS OVER 2,000 IN RECENT YEARS. COMMUNICABLE DISEASE LINKED TO SUBSTANCE ABUSE IS ALSO AN ISSUE, AS RATES OF HEPATITIS C AND HIV HAVE INCREASED IN PART DUE TO INTRAVENOUS DRUG USE. DESPITE GREAT PROGRESS AND POLICY AROUND THE ISSUE, SMOKING IS STILL AN ISSUE THAT MANY ARE NO LONGER PAYING ATTENTION TO BECAUSE OF A MISBELIEF THAT THE ISSUE IS SOLVED. THE RECENT RISE OF E-CIGARETTES ALSO MAY CONTRIBUTE TO INCREASED SMOKING DUE TO ATTRACTING TEENAGERS. TRANSPORTATION IS A BARRIER TO CARE. WHILE THE CITY HAS OPTIONS, THE BUS SYSTEM IS INEFFICIENT AND CAN TAKE A LONG TIME. CANCER IS ALSO AN ISSUE, WITH LARGE DISPARITIES IN INCIDENCE RATES AMONG DIFFERENT DEMOGRAPHIC GROUPS. IN PARTICULAR THE INCIDENCE RATES OF LUNG, COLON, AND PROSTATE CANCERS ARE SIGNIFICANT NEEDS IN THE COMMUNITY. THE INTERVIEWEES ALSO IDENTIFIED SEVERAL OTHER SIGNIFICANT ISSUES IN THE COMMUNITY, INCLUDING: - DENTAL CARE AND ACCESS TO DENTAL CARE PROVIDERS - VIOLENCE AND HOMICIDE - INFANT MORTALITY, ESPECIALLY WITH THE DISPARITIES PRESENT AMONG DIFFERENT RACIAL GROUPS - CHILDHOOD OBESITY - CHRONIC DISEASES, PARTICULARLY DIABETES
Schedule H, Part V, Section B, Line 5 Facility , 2	Facility , 2 - INDIANA UNIVERSITY HEALTH (CONT.). COMMUNITY SURVEY - MARION COUNTY TO INFORM THE CHNA, A COMMUNITY SURVEY WAS CONDUCTED. THE SURVEY WAS SPONSORED BY A COOPERATIVE OF INDIANA HOSPITAL SYSTEMS, UNDER CONTRACT WITH THE UNIVERSITY OF EVANSVILLE AND THE INDIANA UNIVERSITY SCHOOL OF PUBLIC HEALTH-BLOOMINGTON. RESEARCHERS FROM INDIANA UNIVERSITY AND UNIVERSITY OF EVANSVILLE CONTRACTED WITH THE CENTER FOR SURVEY RESEARCH AT INDIANA UNIVERSITY TO ADMINISTER THE SURVEY. THE SURVEY WAS CONDUCTED IN TWO PHASES, WITH PHASE 1 CONDUCTED AS A PAPER SURVEY MAILED TO AN ADDRESS-BASED SAMPLE, AND PHASE 2 ADMINISTERED BY SOME OF THE HOSPITALS TO A CONVENIENCE SAMPLE THEY SELECTED. IU HEALTH PARTICIPATED IN PHASE 1. A QUESTIONNAIRE WAS DEVELOPED, WITH INPUT PROVIDED BY THE INDIANA HOSPITAL SYSTEMS, AND INCLUDED A NUMBER OF QUESTIONS ABOUT GENERAL HEALTH STATUS, ACCESS AND UTILIZATION OF SERVICES, PERSONAL BEHAVIORS, SOCIAL DETERMINANTS OF HEALTH, AND ALSO RESPONDENT DEMOGRAPHIC INFORMATION (E.G., ZIP CODE, INCOME LEVEL, EMPLOYMENT STATUS, RACE AND ETHNICITY, HOUSEHOLD SIZE, GENDER, AND AGE). THE SURVEY WAS MAILED TO APPROXIMATELY 82,000 HOUSEHOLDS, AND THE "FIELD PERIOD" WAS APRIL 2, 2018 THROUGH JUNE 29, 2018). THE PROCESS INCLUDED TWO MAILINGS TO EACH ADDRESS; A POSTCARD MAILING ALSO TOOK PLACE TO ENCOURAGE RESPONSES. OVERALL, 9,161 COMPLETED QUESTIONNAIRES WERE RECEIVED BY ALL PARTICIPATING HOSPITALS IN THE INDIANA HOSPITAL COLLABORATIVE, FOR AN OVERALL RESPONSE RATE OF 11.6 PERCENT; 5,030 QUESTIONNAIRES WERE RECEIVED FROM THE 17 INDIANA COUNTIES SERVED BY ONE OR MORE IU HEALTH HOSPITALS. A DATASET WAS CREATED FROM THE IU HEALTH SURVEY RESPONSES, AND THE RESPONSES WERE ADJUSTED FOR TWO FACTORS: - THE NUMBER OF ADULTS IN EACH HOUSEHOLD (I.E., A SURVEY FROM A HOUSEHOLD WITH TWO ADULTS RECEIVED A BASE WEIGHT OF "2" AND A SURVEY FROM A HOUSEHOLD WITH ONE ADULT RECEIVED A BASE WEIGHT OF "1"). - A POST-STRATIFICATION ADJUSTMENT DESIGNED TO MAKE THE RESULTS MORE REPRESENTATIVE OF THE POPULATION IN EACH COMMUNITY (I.E., FEMALE AND OLDER ADULTS WERE OVERREPRESENTED AMONG SURVEY RESPONDENTS WHEN COMPARED TO CENSUS DATA, AND THE ADJUSTMENT MADE CORRECTIONS). FOR IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL AND IU HEALTH RILEY HOSPITAL FOR CHILDREN SURVEYS WERE RECEIVED FROM 359 COMMUNITY HOUSEHOLDS. ACCORDING TO THE RESPONSES, THESE HOUSEHOLDS INCLUDED 644 ADULTS. THE COMMUNITY SURVEY INDICATES THAT SUBSTANCE USE OR ABUSE; CHRONIC DISEASES; OBESITY; MENTAL HEALTH; AND ASSAULT, VIOLENT CRIME, AND DOMESTIC VIOLENCE REPRESENT TOP CONCERNS IN THE COMMUNITY SERVED BY IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL AND IU HEALTH RILEY HOSPITAL FOR CHILDREN. IU HEALTH SAXONY HOSPITAL COMMUNITY MEETINGS - HAMILTON COUNTY ON APRIL 17, 2018, A MEETING OF COMMUNITY REPRESENTATIVES WAS HELD AT THE HAMILTON COUNTY 4H FAIRGROUNDS IN NOBLESVILLE, THE COUNTY SEAT OF HAMILTON COUNTY. THE MEETING WAS ATTENDED BY 38 COMMUNITY MEMBERS INVITED BY IU HEALTH BECAUSE THEY REPRESENT IMPORTANT COMMUNITY ORGANIZATIONS AND SECTORS SUCH AS: LOCAL HEALTH DEPARTMENTS, POLICE/FIRE DEPARTMENTS, NON-PROFIT ORGANIZATIONS, LOCAL BUSINESS, HEALTH CARE PROVIDERS, MAYORS/LOCAL POLICYMAKERS, FAITH-BASED ORGANIZATIONS, PARKS AND RECREATION DEPARTMENTS, AND SCHOOLS. THROUGH THIS MEETING, IU HEALTH SOUGHT A BREADTH OF PERSPECTIVES ON THE COMMUNITY'S HEALTH NEEDS. THE SPECIFIC ORGANIZATIONS REPRESENTED AT THE MEETING ARE LISTED BELOW. - ASPIRE INDIANA - CENTRAL INDIANA COUNCIL ON AGING (CICOA) - CHAUCIE'S PLACE - COMMUNITY HEALTH NETWORK - NORTH - DEPARTMENT OF CHILD SERVICES - FISHERS CITY COUNCIL - FISHERS FIRE & EMERGENCY SERVICES - GOOD SAMARITAN NETWORK - HAND, INC. - HOPE FAMILY CARE CENTER - HAMILTON COUNTY COUNCIL ON ALCOHOL AND OTHER DRUGS - HAMILTON COUNTY HEALTH DEPARTMENT - HAMILTON COUNTY HARVEST FOOD BANK - HAMILTON COUNTY YOUTH ASSISTANCE PROGRAM - HAMILTON HEIGHTS SCHOOL CORPORATION - HAMILTON SOUTHEASTERN SCHOOLS - IU HEALTH - IU HEALTH INDY SUBURBAN REGION/IU HEALTH SAXONY HOSPITAL AND IU HEALTH NORTH HOSPITAL - NOBLESVILLE CHAMBER OF COMMERCE - NOBLESVILLE TOWN COUNCIL - NOBLESVILLE SCHOOLS - PARTNERSHIP FOR A HEALTHY HAMILTON COUNTY - PREVAIL, INC. - PRIMELIFE ENRICHMENT, INC. - RIVERVIEW HEALTH - RIVERVIEW HEALTH PHYSICIANS - SHEPHERD'S CENTER OF HAMILTON COUNTY - ST. FRANCIS - ST. VINCENT CARMEL/FISHERS - STONES 3 RESOURCES - TRINITY FREE CLINIC - WESTFIELD WASHINGTON SCHOOL 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. DUE TO THE SIZE OF THE GROUP, PARTICIPANTS WERE THEN SPLIT INTO THREE GROUPS. THE SAME LIST WAS PROVIDED TO EACH GROUP OF POTENTIAL UNMET HEALTH NEEDS FOR THE INDIVIDUALS TO DISCUSS AND VOTE ON TO INDICATE WHAT THEY CONSIDERED TO BE THE MOST SIGNIFICANT HEALTH NEEDS FOR HAMILTON COUNTY. THOSE HEALTH NEEDS WERE: - TRANSPORTATION - HOUSING - EMPLOYMENT - JOB TRAINING - FOOD INSECURITY - NUTRITIONAL EDUCATION - SOCIAL SUPPORT - ACCESS TO HEALTH SERVICES - COST OF MEDICATION - INSURANCE COVERAGE/ENROLLMENT - VIOLENCE/CRIME - CHRONIC DISEASE MANAGEMENT DURING THE MEETING, A RANGE OF OTHER TOPICS WAS DISCUSSED, INCLUDING: - INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS - INDIVIDUALS WITH A HISTORY OF SUBSTANCE ABUSE/MISUSE - INDIVIDUALS WITH CHRONIC CONDITIONS - CHILDREN AND SENIORS AS PRIORITY POPULATIONS - NUTRITIONAL EDUCATION - EMPLOYMENT - LIMITED SUPPLY OF HEALTH CARE PROFESSIONALS AFTER DISCUSSING THE NEEDS IDENTIFIED, EACH PARTICIPANT WAS ASKED THROUGH A VOTING PROCESS TO IDENTIFY THE TWO THEY CONSIDER TO BE MOST SIGNIFICANT. FROM THIS PROCESS, THE GROUPS IDENTIFIED THE FOLLOWING NEEDS AS MOST SIGNIFICANT FOR HAMILTON COUNTY: - TRANSPORTATION - HOUSING - ACCESS TO HEALTH SERVICES - CHRONIC DISEASE MANAGEMENT - COST OF MEDICATION - INSURANCE COVERAGE/ENROLLMENT - SOCIAL SUPPORT INTERVIEWS - HAMILTON COUNTY AN INTERVIEW ALSO WAS CONDUCTED WITH A REPRESENTATIVE OF THE HAMILTON COUNTY HEALTH DEPARTMENT. THE INTERVIEW WAS CONDUCTED TO ASSURE THAT APPROPRIATE AND ADDITIONAL INPUT WAS RECEIVED FROM A GOVERNMENTAL PUBLIC HEALTH OFFICIAL. THE INDIVIDUAL THAT WAS INTERVIEWED PARTICIPATED IN THE COMMUNITY MEETING. ACCORDINGLY, THE RESULTS OF THE COMMUNITY MEETING WERE DISCUSSED AND INSIGHTS WERE SOUGHT REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, WHY SUCH NEEDS ARE PRESENT, AND HOW THEY CAN BE ADDRESSED. THE INTERVIEW WAS GUIDED BY A STRUCTURED PROTOCOL THAT FOCUSED ON OPINIONS REGARDING SIGNIFICANT COMMUNITY HEALTH NEEDS, DESCRIBING WHY SUCH NEEDS ARE PRESENT, AND SEEKING IDEAS FOR HOW TO ADDRESS THEM. ACCORDING TO THE INTERVIEWEE, MANY IN INDIANA INCORRECTLY BELIEVE THAT SINCE HAMILTON COUNTY IS AFFLUENT, THERE IS LITTLE NEED TO FOCUS ON IMPROVING COMMUNITY HEALTH. THE COUNTY DOES HAVE NEEDS AND HAS POCKETS OF VULNERABLE POPULATIONS THAT NEED CONTINUED ATTENTION. THE COUNTY ALSO NEEDS MORE PUBLIC HEALTH FUNDING TO PROVIDE ADEQUATE PROGRAMS AND SERVICES. THE INTERVIEWEE CONFIRMED THAT THE THREE TOP NEEDS IDENTIFIED BY COMMUNITY MEETING PARTICIPANTS WERE SIGNIFICANT, ADDING THAT ALL THREE HAVE BEEN CHRONIC ISSUES IN THE COUNTY. THESE THREE NEEDS WERE: - TRANSPORTATION - ACCESS TO HEALTH SERVICES - HOUSING MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ARE PARTICULARLY DIFFICULT TO ACCESS IN THE COUNTY. ONLY ONE REAL TREATMENT CENTER AND NO INPATIENT FACILITIES EXIST, REQUIRING RESIDENTS TO TRAVEL LONG DISTANCES TO SERVICES OUTSIDE OF THE COUNTY. PRIMARY CARE ALSO IS DIFFICULT TO ACCESS FOR PATIENTS WITH CERTAIN TYPES OF INSURANCE COVERAGE. MANY PROVIDERS ARE NOT ACCEPTING NEW PATIENTS WITH MEDICARE OR MEDICAID. THIS ISSUE BECAME MORE PROBLEMATIC A FEW YEARS AGO AFTER A COMMUNITY CLINIC CLOSED. REGARDING POPULATIONS AT RISK, INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS, THE UNINSURED OR UNDERINSURED, CHILDREN, AND SENIORS ARE MOST AT RISK. SENIORS FACE ISSUES INCLUDING A LACK OF TRANSPORTATION, DIFFICULTIES ACCESSING MENTAL HEALTH SERVICES, AND ISOLATION. A LACK OF SPECIALIZED PROVIDERS FOR PAIN MANAGEMENT, PHYSICAL THERAPY, AND RELATED PAIN MANAGEMENT SERVICES IS CONTRIBUTING TO AN OVER-PRESCRIBING OF OPIATES. THE NEED FOR HEALTH EDUCATION IN THE COMMUNITY IS SIGNIFICANT. HEALTH DEPARTMENT AND OTHER COMMUNITY RESOURCES ARE LIMITED. EDUCATION IS NEEDED PARTICULARLY REGARDING RISKS ASSOCIATED WITH SUBSTANCE ABUSE AND SEXUALLY-TRANSMITTED DISEASES. MANY UNINSURED ARE USING EMERGENCY ROOMS FOR PRIMARY CARE SINCE THEY DO NOT KNOW WHERE ELSE TO GO. A SERVICE THAT COULD CONNECT THESE RESIDENTS TO PROVIDERS ACCEPTING LOW INCOME AND MEDICAID PATIENTS IS NEEDED. MEDICATION ASSISTANCE FOR SENIORS ALSO IS AN ISSUE. MANY SENIORS ARE CONFUSED BY THE ARRAY OF MEDICATIONS THEY HAVE BEEN PRESCRIBED, LEADING TO A LACK OF MEDICATION ADHERENCE AND COMPLIANCE.
Schedule H, Part V, Section B, Line 5 Facility , 3	Facility , 3 - INDIANA UNIVERSITY HEALTH. COMMUNITY SURVEY - HAMILTON COUNTY TO INFORM THE CHNA, A COMMUNITY SURVEY WAS CONDUCTED BY THE INDIANA HOSPITAL COLLABORATIVE. ACROSS INDIANA, 9,161 COMPLETED QUESTIONNAIRES WERE RECEIVED BY ALL PARTICIPATING HOSPITALS IN THE INDIANA HOSPITAL COLLABORATIVE, FOR AN OVERALL RESPONSE RATE OF 11.6 PERCENT; 5,030 QUESTIONNAIRES WERE RECEIVED FROM THE 17 INDIANA COUNTIES SERVED BY ONE OR MORE IU HEALTH HOSPITALS. FOR THE IU HEALTH SAXONY HOSPITAL COMMUNITY, SURVEYS WERE RECEIVED FROM 864 COMMUNITY HOUSEHOLDS. ACCORDING TO THE RESPONSES, THESE HOUSEHOLDS INCLUDED 1,638 ADULTS. THE COMMUNITY SURVEY INDICATES THAT OBESITY, CHRONIC DISEASES, SUBSTANCE USE OR ABUSE, AND MENTAL HEALTH REPRESENT TOP CONCERNS IN THE COMMUNITY SERVED BY IU HEALTH SAXONY HOSPITAL.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. The impact of the coronavirus (COVID-19) pandemic, declared a national and state public health emergency, has been felt by all individuals on both personal and professional levels. Indiana State and coronavirus response requirements have limited or prohibited certain interactions and activities for safety reasons. From a community benefit perspective, IU Health Inc. had to limit, alter or postpone several initiatives in 2020. Additionally, much of the support that IU Health Inc. provided to community organizations was used to address their COVID-19 relief efforts, as this was a top identified need in the community. Throughout the pandemic, IU Health Inc. continued to engage in alternative community benefit initiatives that met significant health needs while following COVID-19 response requirements. In conjunction with the CHNA, IU Health Inc.'s Board adopted an implementation strategy in April 2019 related to the 2018 CHNA. IU Health Inc. prioritized and determined which of the community health needs identified in its most recently conducted CHNA were most critical for it to address. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony. The first three hospitals make up the Academic Health Center (AHC). IU Health Methodist Hospital and IU Health University Hospital will address the following community health needs between 2019 and 2021: 1. ACCESS TO HEALTHCARE SERVICES 2. DRUG AND SUBSTANCE ABUSE (INCLUDING OPIOIDS)* 3. HEALTHCARE AND SOCIAL SERVICES FOR SENIORS 4. MENTAL HEALTH* 5. OBESITY AND DIABETES 6. SMOKING, TOBACCO USE AND EXPOSURE TO SECONDHAND SMOKE 7. SOCIAL DETERMINANTS OF HEALTH 8. OTHER STATEWIDE CONCERNS: A. PUBLIC HEALTH FUNDING B. AIR POLLUTION * IU HEALTH USES THE TERM BEHAVIORAL HEALTH TO REFER TO MENTAL HEALTH AND DRUG AND SUBSTANCE ABUSE (INCLUDING OPIOIDS). THE IMPLEMENTATION STRATEGY TO ADDRESS THE IDENTIFIED NEEDS INCLUDES THE FOLLOWING: Access to Healthcare Services; Smoking, Tobacco Use and Exposure to Secondhand Smoke -Provide health screenings in the community: Due to the coronavirus pandemic, many in person, community activities were canceled due to social distancing and community gathering restrictions. This impacted IU Health Inc.'s ability to offer health screenings from March to December 2020. During this time, other community needs were identified including greater urgency in increasing the number of people vaccine for the flu, especially in underserved communities. From October to November 2020 eight drive-through flu shot events were conducted at six different locations. IU Health Inc. partnered with six different community-based and faith-based organizations that served and/or represented underserved communities. Vaccination was free for community members. Behavioral Health -Implement substance abuse programming: The IU Health Methodist Hospital Addiction Treatment & Chronic Pain Recovery Center provides an intensive outpatient program. The provider team includes physicians, nurse practitioners, registered nurses, therapists, recovery coaches, physical therapists and yoga instructors and art therapists. Services include group psychotherapy, 12-step program education, and connection to the recovery community, detox services, medication-assisted treatment, recovery coaching, case management, individual therapy, family therapy, relapse prevention skills, motivational interviewing, mindfulness/meditation, exercise therapy/yoga, art therapy, spirituality sessions and aftercare. To help lessen the spread of COVID-19 and for the safety of patients, virtual care was available to patients. -Work with community organizations to determine roles in programming: In 2020, the community benefit grant program awarded funding to community-based organizations including Coburn Place, Reach for Youth, Volunteers of America Ohio & Indiana (fresh start recovery), St. Monica Catholic Church, and Central Indiana community foundation: Summer Youth Program Fund to provide a variety of services including support groups, individual and family counseling, and residential addictions treatment. Many of these organizations provide services to under and uninsured individuals. Obesity and Diabetes -Perform cooking demonstrations, food preparation and tasting, nutrition education and planning, and tips for shopping economically for healthy foods: IU Health Population Health launched a pilot for the "fresh food to you" program in November of 2020. The pilot enrolled 16 patients and spanned 3 months and ended in February of 2021. Diabetic patients with a provider at IUH's East Washington clinic were outreached if they had a specific hemoglobin A1C of and reported being food insecure. Additionally, the clinical dietetics department was working towards a plan to dedicate volunteer hours to cooking demonstrations in the community; however, due to staff capacity and COVID-19 restrictions they were not able to make any progress. -Collaborate with low-income community housing projects, community organizations, and faith-based organizations to reach target population: In 2020, the community benefit grant program awarded funding to community-based organizations including YMCA of greater Indianapolis, Indy Public Safety Foundation, Marion County Public Health Department - Fresh Bucks and Produce RX, and Central Indiana Community Foundation: Summer Youth Program Fund to support a variety of programs and initiatives including a public awareness campaign highlighting the relationship between sugary drinks and poor health outcomes; physical activity in parks and schools; early childhood education; healthy food access; and the purchase of fresh fruits and vegetables at farmers markets. Social Determinants of Health -Expand the medical-legal partnership (MLP): In 2020, the MLP completed 36 intake interviews. of the newly opened cases, the legal type included private landlord/tenant cases; social security application/appeal cases; guardianship estates cases; domestic violence/protective orders cases; advance directives/power of attorney cases; last wills and testaments cases; social security benefit cases; minor guardianship cases; divorce cases; and custody/visitation cases. 1,103 hours were collectively attributable directly to the University-Methodist MLP projects. -Help individuals and families in need of support connect to resources available in the Indianapolis community: IU Health Inc. launched Aunt Bertha, an online platform for finding and connecting to social services across Indiana and the United States. All programs that appear on the aunt bertha site are offered for free or at a reduced cost and will help address patients' social determinants of health needs. In 2020, aunt bertha was rolled out to the regions in the IU Health system. It is available for patients and all IUH employees to use. There have been 3,400 sessions and 2,443 searches on the IU Health Aunt Bertha platform in the last 90 days. Also in 2020, the community benefit grant program awarded funding to the Indy Hunger Network to support community compass, multiplatform technology that connects Marion county residents to information about available food assistance, including both screening questions for federal nutrition programs and location information for charitable food assistance, WIC clinics, and snap and WIC retail locations. -Work with community organizations to determine roles in programming to provide housing resources to low-income community members: In 2020, the community benefit grant program awarded funding to community-based organizations including Habitat for Humanity, Coalition for Homelessness Intervention & Prevention, Dayspring, and Family Promise of Greater Indianapolis to support people living on the streets and in emergency shelter; build housing for low-income families; people who do not have shelter; and provide an apartment shelter program. Needs Not Being Addressed -Healthcare and social services for seniors -Funding for public health -Air pollution IU Health Methodist Hospital and IU Health University Hospital are unable to address the community health needs because they do not relate directly to the hospitals' mission to deliver healthcare or there are limited resources to address the need. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address the needs. Riley Hospital for Children at Indiana University Health (Riley) will address the following community health needs between 2019 and 2021: 1. Maternal and infant health 2. Mental health* 3. Obesity and access to healthy food 4. Poverty and other social determinants of health 5. Smoking, tobacco use and exposure to secondhand smoke 6. Violence and injuries 7. Other statewide concerns: a. public health funding b. air pollution
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - INDIANA UNIVERSITY HEALTH (CONT.). IU Health uses the term behavioral health to refer to mental health. The implementation strategy to address the identified needs noted above includes the following: Maternal and Infant Health -Continue to collaborate with the Marion County Public Health Department in conducting the Fetal Infant Mortality Review (FIMR): The FIMR is an ongoing program that occurs on an as-needed basis. This review occurs in partnership with the Marion County Public Health Department and the Indiana Department of Health. Riley staff volunteer their time and expertise to the FIMR. -Provide continuing education to primary care providers in Indiana regarding safe sleep and available resources: In 2020, the offering of safe sleep 'classes' was shifted to appointment-based consultations (i.e., welcoming anyone referred from the community). This was largely due to grant funding and available resources. However, COVID-19 drastically limited Riley's ability to serve the community, due to the hospital's visitor restrictions and the riley safety store being closed to the general public (the place where the appointments took place). -Provide lactation training, childcare education and well-baby checks for new mothers in the community: For 2020, Riley provided 5 outpatient lactation consultations. Due to the COVID-19 pandemic, after March the consultations could not be done in person which may have impacted the number of consultations completed. Obesity and Access to Healthy Food -Collaborate with low-income community housing projects community organizations, and faith-based organizations to reach target population: In 2020, the community benefit grant program provided funding to community-based organizations including Lawrence County Community Gardens, Gleaners, and Flanner House to provide fresh, locally grown fruit and vegetables to food desserts; increase the volume of fresh food distributed to the community; and deliver healthy meals to people who are food insecure. -Implement the 5-2-1-0 program in collaboration with local organizations: Riley provided a grant to Jump IN for Healthy Kids (Jump IN) in 2020. The organization has partnered with more than two dozen organizations to integrate 5-2-1-0 programming and messaging into their curricula and communications for kids and families. To measure the level of 5-2-1-0 education, in 2020 jump in established a tiered system of integration: gold, silver and bronze levels. They did not have their numbers reached for 2020 yet but anticipate they will be lower than in previous years due to restrictions from COVID-19 on school programs and extra-curricular activities. Smoking, Tobacco Use and Exposure to Secondhand Smoke; Behavioral Health -Patients, family members and caregivers of Riley patients will be screened for use of tobacco products, including vaping. Those who screen positive will be counseled regarding medical risks to self and/or patient and asked if they want to quit, or at least abstain while their child is in the hospital. If they agree, they will receive counseling from a core group of staff, also trained as certified tobacco treatment specialists: This program was not implemented in 2019. Planning for implementation was started and the program was to begin in in quarter 1 of 2020. However, it did not start due to COVID-19. There is smoking cessation education that occurs as part of asthma education. Poverty and Other Social Determinants of Health -Expand the medical-legal partnership (MLP): The Riley MLP finished its first full year helping patients and families with their legal needs. The project continued to accept referrals and engage in off-site investigations and case-handling this quarter. The challenges of the COVID-19 pandemic continue to affect the rights of clients in the Indianapolis region and across the state, especially for children facing health-harming legal needs. This project shows the potential of legal interventions leading to improved health and wellness outcomes for the children and families served by Riley. This quarter, the Riley MLP completed eight (8) intake interviews. Of those newly opened cases, six (6) were landlord-tenant or housing matters, one (1) was a guardianship case, and one (1) was a social security appeal case. Seven (7) cases were closed during this quarter. of those cases, all seven (7) resulted in legal advice or representation from the MLP (100%). of those closed cases, five (5) were landlord-tenant or housing matters and two (2) were social security appeal cases. four (4) cases remain open/pending at this time and will carry-over to another quarter. This quarter, 148.2 hours were collectively attributed directly to the project. 139.5 hours of attorney time were spent on Riley cases or activities. Violence and Injuries -Provide free safe sitter classes to groups of low-income youth: Riley was unable to hold classes in the community at places such as Brightwood and MLK community center due to COVID-19. Needs Not Being Addressed -Healthcare and social services for seniors -Funding for public health -Air pollution Riley is unable to address the community health needs because they do not relate directly to the hospitals' mission to deliver healthcare or there are limited resources to address the need. These are needs that other governmental agencies and/or community organizations have the most appropriate expertise and resources to address the needs. IU Health Saxony Hospital Community Health Needs listed by category are being addressed between 2019 and 2021 for the IU Health Saxony Hospital: 1. Access to Healthcare Services 2. Drug and Substance Abuse (including opioids and alcohol) 3. Food Insecurity 4. Healthcare and Social Services for Seniors 5. Mental Health* 6. Obesity and Diabetes 7. Social Determinants of Health *IU Health uses the term Behavioral Health to refer to mental health and drug and substance abuse (including opioids). The Implementation Strategy to address the identified needs noted above includes the following: Access to Healthcare Services and Social Determinants of Health -Provide funding for local free/low-cost clinics. -Encourage IU Health team members to assist in staffing the clinics -Invest in the Partnership for a Healthy Hamilton County [PHHC] to encourage collaboration among area health organizations [this strategy also addresses Behavioral Health and Healthcare & Social Services for Seniors] -Develop programs and strategies in collaboration with PHHC to improve the overall health of Hamilton County residents and employees -Participate in PHHC committees related to pertinent CHNA priorities. -Provide an Individual Solutions coordinator to help patients register for health insurance.) -Six IU Health providers, pharmacists, nurses and language interpreters staffed Trinity Free Clinic for over 31 hours to help increase access to healthcare services for under- and uninsured individuals in 2020. IU Health Saxony also provided support to the Partnership for a Healthy Hamilton County to assist their operations and strategic plan to improve the health of the community. In 2020, PHHC helped to create the Hamilton County Free Medical Clinic Collaborative, which is comprised of the free clinics located in the county. This group focuses on unifying efforts to ensure that free/low cost healthcare services are always available and offered to the public. Additionally, through the Individual Solutions effort, IU Health Saxony coordinators assisted 30 individuals with health insurance registration. 31 percent of these individuals were initially self-pay. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the following community-based organizations to purchase equipment for a mobile medical unit, to purchase four temperature scan kiosks, to support financial and emotional wellbeing services for breast cancer survivors, to support PHHC's operations to improve the overall health of Hamilton County residents and employees, and to provide COVID-19 relief. Many of these organizations provide services to under- and uninsured individuals. -Aspire Indiana Health -Indiana Women in Need Foundation -Partnership for a Healthy Hamilton County -Trinity Free Clinic Behavioral Health -Provide 24/7 peer counseling via telemedicine for patients who present in the emergency department [ED] with substance abuse issues. -Provide telemedicine visits with trained behavioral health clinicians to patients who present in the ED with behavioral health needs -Provide annual funding to the Indiana Center for Prevention of Youth Abuse & Suicide [ICPYAS] -Collaborate with ICPYAS to provide training for the community and IU Health team members on the recognition and prevention of child sexual abuse. -Provide executive support for Breathe Easy Hamilton County initiatives.)
Schedule H, Part V, Section B, Line 11 Facility , 3	Facility , 3 - INDIANA UNIVERSITY HEALTH (CONT.). -In partnership with ICPYAS, IU Health also offered two virtual Stewards of Children child sexual abuse trainings for IU Health team members. 276 community members completed a Stewards of Children training in 2020 as well. Furthermore, Partnership for a Healthy Hamilton County served in the Breathe Easy Alliance and supported tobacco-free initiatives in Hamilton County, such as improving the Indiana Quitline and supporting local organizations in their transitions to becoming smoke-free environments. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the following community-based organizations to support the provision of virtual youth abuse and suicide recognition and prevention trainings, and COVID-19 relief efforts. -Cherish Child Advocacy Center -Indiana Center for the Prevention of Youth Abuse and Suicide Food Insecurity -Support local farmers' markets that provide access to healthy fruits and vegetables. -Provide healthy cooking demonstrations utilizing market produce. -Due to the coronavirus pandemic, many in-person, community activities were canceled due to social distancing and community gathering restrictions. This impacted IU Health Saxony's ability to offer healthy cooking demonstrations during the 2020 farmers' markets. No cooking demonstrations were held. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the Good Samaritan Network of Hamilton County to provide meals to 6,015 low-income households during the holiday season. Healthcare and Social Services for Seniors -Provide physician-led health seminars to seniors at PrimeLife Enrichment, Inc. -Provide free finger-stick health screenings for seniors at PrimeLife Enrichment to measure cholesterol, triglycerides, glucose, A1C and blood pressure, and provide education to encourage positive changes to impact future screening results. -Provide funding to the Shepherd's Center of Hamilton County in support of its Reaching Resources program. -Provide in-hospital dementia training for team members so the hospital is able to create an environment that is welcoming and conducive for those living with dementia. -One physician-led seminar was held at PrimeLife Enrichment in 2020. There were approximately 50 senior citizens in attendance at the seminar. Surveys were given out before and after the seminar to determine the attendees' increase in knowledge from the presentation. Approximately 90 percent of the senior citizens who completed the survey reported that they had an increase in knowledge related to cardiovascular health, which was the topic of the seminar. Due to the coronavirus pandemic, many in-person, community activities were canceled due to social distancing and community gathering restrictions. For the safety of the senior community and staff members, IU Health Saxony did not host health screenings in 2020. In partnership with the retail pharmacy, IU Health Saxony did host a free flu shot clinic for the senior community at PrimeLife Enrichment, as there was an urgency to increase the number of seniors vaccinated due to COVID-19. To take temporary place of additional in-person activities, IU Health sent monthly geriatric health education articles that were distributed to seniors via the PrimeLife Enrichment communications. IU Health Saxony also trained 43 employees through the Dementia Friends Indiana program, which helped to create a dementia-friendly environment in the hospital and community. Furthermore, Partnership for a Healthy Hamilton County participated in the Reaching Resources Network and the Mental Health Task Force for Older Adults in Hamilton County to discuss topics relevant to improving the quality of life for seniors. -In 2020, the Community Benefit Grant Program, in partnership with the IU Health Foundation, awarded funding to the Shepherd's Center of Hamilton County to provide senior support services and to support their COVID-19 Crisis Response Plan. Obesity and Diabetes and Social Determinants of Health -Collaborate with the Max Challenge of Fishers to provide 100 Hamilton County residents with a free 10-week program to improve their overall health through fitness and nutrition; provide three health screenings during the 10-week program to measure changes in cholesterol, triglycerides, glucose, A1C, blood pressure, weight and Body Mass Index [BMI]. -Collaborate with parks departments to make local park improvements, thus encouraging greater physical activity in the parks. -100 Hamilton County residents were selected to participate in the 2020 Fresh & Fit program. The 10-week fitness and nutrition program was extended out an additional five weeks to accommodate fitness center closures and COVID-19 safety guidelines. Only two out of three health screenings were hosted, as the second screening was cancelled due to hospital COVID-19 restrictions. 51 percent of the 2020 participants completed the program and experienced a variety of health benefits throughout the challenge, such as improvements in their cholesterol, A1C, glucose and blood pressure levels. For example, 89 percent of participants who had unhealthy A1C measurements (above 5.7) lowered their levels. The average amount of weight lost in the 2020 program was 12.9 pounds per person. Participants also experienced a variety of health improvements, such as better sleep, energy, mood and joint pain. From the post-program survey that was sent to all 2020 participants, 67 percent of respondents continue to exercise regularly, and 58 percent continue to follow a nutrition plan several months after completing the program. In 2020, IU Health Saxony also partnered with Hamilton County Parks and Recreation for the annual Days of Service events. IU Health team members participated in park improvement projects to boost physical activity in the parks, such as mulching playgrounds, planting trees and native species, spreading river rock, picking up garbage and providing general park maintenance. -In 2020, the Community Benefit Grant Program awarded funding to Mudsock Youth Athletics to provide scholarships for low-income families to enroll their children in local youth sports leagues. IU Health Saxony Hospital is addressing all the community health needs based on their 2018 CHNA.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IN ADDITION TO FPG, IU HEALTH MAY TAKE INTO CONSIDERATION A PATIENT'S INCOME AND/OR ABILITY TO PAY IN THE CALCULATION OF A FINANCIAL ASSISTANCE AWARD.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - INDIANA UNIVERSITY HEALTH. IU Health takes several other measures to broadly publicize its FAP within the community. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program.

Schedule H (Form 990) 2020

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?178
Name and address		Type of Facility (describe)
1	INDIANA HAND TO SHLDR BELTWAY SRGRY CTR 8501 HARCOURT RD INDIANAPOLIS,IN46260	AMBULATORY SURGERY
2	IU HEALTH EAST WASHINGTON SURGERY CENTER 9660 E WASHINGTON ST STE 200 INDIANAPOLIS,IN46229	AMBULATORY SURGERY
3	IU HEALTH MERIDIAN SOUTH SURGERY CENTER 8820 S MERIDIAN ST INDIANAPOLIS,IN46217	AMBULATORY SURGERY
4	IU HEALTH MULTI-SPECIALITY SURGERY CTR 10601 N MERIDIAN ST SUITE 250 INDIANAPOLIS,IN46290	AMBULATORY SURGERY
5	IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST SUITES 1300 240 0 INDIANAPOLIS,IN46290	AMBULATORY SURGERY
6	IU HEALTH BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY CARMEL,IN46280	AMBULATORY SURGERY
7	IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST STE 1300 2400 CARMEL,IN46290	AMBULATORY SURGERY
8	IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOME HEALTH
9	IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 11725 N ILLINOIS ST SUITE 485 CARMEL,IN46032	HOME HEALTH
10	IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 1701 N SENATE BLVD INDIANAPOLIS,IN46202	HOME HEALTH
11	IU HEALTH BALL MEM OUTPATIENT SURG CTR 2401 W UNIVERSITY AVE MUNCIE,IN47303	AMBULATORY SURGERY
12	IU HEALTH MORGAN 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	DIAGNOSTIC & OTHER OUTPATIENT
13	IU HEALTH EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS,IN46254	AMBULATORY SURGERY
14	BELTWAY SURGERY CENTER SPRING MILL 200 W 103RD ST STE 2400 INDIANAPOLIS,IN46290	AMBULATORY SURGERY
15	SENATE STREET SURGERY CENTER 1801 N SENATE BLVD INDIANAPOLIS,IN46202	AMBULATORY SURGERY
16	IU HEALTH UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD INDIANAPOLIS,IN46202	PHARMACY
17	IU HEALTH SAXONY SURGERY CENTER 13100 E 136TH ST FISHERS,IN46037	AMBULATORY SURGERY
18	INDIANA ENDOSCOPY CENTERS 10967 ALLISONVILLE RD STE 100 FISHERS,IN46038	AMBULATORY SURGERY
19	INDIANA ENDOSCOPY CENTERS 1115 N RONALD REAGAN PKWY STE 347 AVON,IN46123	AMBULATORY SURGERY
20	INDIANA ENDOSCOPY CENTERS 1801 N SENATE BLVD STE 710 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
21	IU HEALTH CICC - NORTH 10212 LANTERN RD FISHERS,IN46038	SPECIALTY CARE
22	IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 601 W 2ND ST 1ST FL BLOOMINGTON,IN47403	LAB
23	IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE,IN47303	LAB
24	IU HEALTH CICC - EAST 6845 RAMA DR INDIANAPOLIS,IN46219	SPECIALTY CARE
25	IU HEALTH METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS,IN46202	PHARMACY
26	IU HEALTH ARNETT HOSPITAL LAB 5165 MCCARTY LN LAFAYETTE,IN47905	LAB
27	IU HEALTH WEST HOSPITAL LAB 1111 RONALD REAGAN PKWY SUITE A1110 AVON,IN46123	LAB
28	GLEN LEHMAN ENDOSCOPY SUITE 550 N UNIVERSITY BLVD STE 4100 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
29	IU HEALTH NORTH HOSPITAL LAB 11700 N MERIDIAN ST CARMEL,IN46032	LAB
30	IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	SPECIALTY CARE
31	IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOSPICE
32	IU HEALTH METHODIST MEDICAL PLAZA SOUTH 8830 S MERIDIAN ST INDIANAPOLIS,IN46217	DIAGNOSTIC & OTHER OUTPATIENT
33	IU HEALTH SLEEP APNEA EDUCATION CENTER 6004 W KILGORE AVE MUNCIE,IN47304	SPECIALTY CARE
34	IU HEALTH SLEEP DISORDERS CENTER 6004 W KILGORE AVE MUNCIE,IN47304	SPECIALTY CARE
35	IU HEALTH BALL MEMORIAL HOSPICE 2401 W UNIVERSITY AVE MUNCIE,IN47303	HOSPICE
36	IU HEALTH METHODIST MEDICAL PLAZA NORTH 151 PENNSYLVANIA PKWY INDIANAPOLIS,IN46280	DIAGNOSTIC & OTHER OUTPATIENT
37	IU HEALTH RILEY RETAIL PHARMACY 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS,IN46202	PHARMACY
38	RILEY OUTPATIENT SURGERY CENTER 575 RILEY HOSPITAL DR INDIANAPOLIS,IN46202	AMBULATORY SURGERY
39	IU HEALTH SLEEP DISORDERS CENTER 1504 CLINIC DR BEDFORD,IN47421	SPECIALTY CARE
40	IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS,IN46037	LAB
41	IU HEALTH NORTH RETAIL PHARMACY 11700 N MERIDIAN ST STE B106 CARMEL,IN46032	PHARMACY
42	IU HEALTH WHITE MEMORIAL HOSPITAL LAB 720 S 6TH ST MONTICELLO,IN47960	LAB
43	IU HEALTH BALL MEMORIAL HOME CARE 2401 W UNIVERSITY AVE MUNCIE,IN47303	HOME HEALTH
44	IU HEALTH SLEEP DISORDERS CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	SPECIALTY CARE
45	IU HEALTH WEST RETAIL PHARMACY 1111 N RONALD REAGAN PKWY M105 AVON,IN46123	PHARMACY
46	IU HEALTH PAOLI HOSPITAL LAB 642 W HOSPITAL RD PAOLI,IN47454	LAB
47	IU HEALTH BLOOMINGTON HOME CARE 333 E MILLER DR BLOOMINGTON,IN47401	HOME HEALTH
48	IU HEALTH ARNETT HOME CARE 3900 MCCARTY LN STE 103 LAFAYETTE,IN47905	HOME HEALTH
49	IU HEALTH SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS,IN46037	PHARMACY
50	IU HEALTH BLACKFORD HOSPITAL LAB 410 PILGRIM BLVD HARTFORD CITY,IN47348	LAB
51	IU HEALTH TIPTON HOSPITAL LAB 1000 S MAIN ST TIPTON,IN46072	LAB
52	IU HEALTH RADIOLOGY 9650 E WASHINGTON ST INDIANAPOLIS,IN46229	RADIOLOGY
53	IU HEALTH LIFECARE 1633 N CAPITAL AVE STE 300 INDIANAPOLIS,IN46202	DIAGNOSTIC & OTHER OUTPATIENT
54	IU HEALTH PHYSICAL THERAPY & REHAB 6866 W STONEGATE DR SUITE 106 ZIONSVILLE,IN46077	REHABILITATION SERVICES
55	IU HEALTH PHYSICAL THERAPY & REHAB 404 E WASHINGTON ST STE B INDIANAPOLIS,IN46204	REHABILITATION SERVICES
56	IUH ADDICTION TREATMENT & RECOVERY CNTR 727 W 2ND ST BLOOMINGTON,IN47403	BEHAVIORAL HEALTH
57	IUH ADDICTION TREATMENT & RECOVERY CNTR 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	BEHAVIORAL HEALTH
58	IUH ADDICTION TREATMENT & RECOVERY CNTR 1758 W 100 S PORTLAND,IN47371	BEHAVIORAL HEALTH
59	IUH ADDICTION TREATMENT & RECOVERY CNTR 210 N TILLOTSON AVE MUNCIE,IN47304	BEHAVIORAL HEALTH
60	IU HEALTH OLCOTT CENTER 619 W 1ST ST BLOOMINGTON,IN47403	DIAGNOSTIC & OTHER OUTPATIENT
61	IU HEALTH METHODIST MEDICAL PLAZA 6850 PARKDALE PL INDIANAPOLIS,IN46254	DIAGNOSTIC & OTHER OUTPATIENT
62	ADULT AMBULATORY CARE CENTER 550 N UNIVERSITY BLVD STE 3500 INDIANAPOLIS,IN46202	DIAGNOSTIC & OTHER OUTPATIENT
63	METHODIST MEDICAL PLAZA GEORGETOWN 4880 W CENTURY PLAZA RD INDIANAPOLIS,IN46254	DIAGNOSTIC & OTHER OUTPATIENT
64	IU HEALTH METHODIST MEDICAL TOWER 1633 N CAPITAL AVE INDIANAPOLIS,IN46202	DIAGNOSTIC & OTHER OUTPATIENT
65	IU HEALTH BLOOMINGTON HOSPITAL HOSPICE 619 W 1ST ST BLOOMINGTON,IN47403	HOSPICE
66	IU HEALTH BLOOMINGTON HOSPICE HOUSE 2810 S DEBORAH DR BLOOMINGTON,IN47403	HOSPICE
67	IU HEALTH ARNETT HOSPICE 3900 MCCARTY LN STE 104 LAFAYETTE,IN47905	HOSPICE
68	IU HEALTH ARNETT SOUTHSIDE LAB 1 WALTER SCHOLER DR LAFAYETTE,IN47909	LAB
69	IU HEALTH METHODIST MEDICAL TOWER LAB 1633 N CAPITOL AVE INDIANAPOLIS,IN46202	LAB
70	IU HEALTH SPRINGMILL MEDICAL CLINIC LAB 10300 N ILLINOIS ST STE 1400 CARMEL,IN46290	LAB
71	IUH JOE & SHELLY SCHWARZ CANCER CTR LAB 11700 N MERIDIAN ST CARMEL,IN46032	LAB
72	IU HEALTH FRANKFORT LAB 1300 S JACKSON ST FRANKFORT,IN46041	LAB
73	IUH METHODIST MED PLAZA BROWNSBURG LAB 1375 N GREEN ST STE 200 BROWNSBURG,IN46112	LAB
74	IU HEALTH BALL MEMORIAL PHYSICIANS LAB 1420 S PILGRIM BLVD YORKTOWN,IN47396	LAB
75	IUH METHODIST MEDICAL PLAZA NORTH LAB 151 PENNSYLVANIA PKWY CARMEL,IN46280	LAB
76	IUH METHODIST PROFESSIONAL CENTER LAB 1801 N SENATE BLVD INDIANAPOLIS,IN46202	LAB
77	IU HEALTH MORGAN LAB 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	LAB
78	IU HEALTH ARNETT WESTSIDE LAB 253 SAGAMORE PKWY W WEST LAFAYETTE,IN47906	LAB
79	IU HEALTH ARNETT FERRY ST LAB 2600 FERRY ST LAFAYETTE,IN47904	LAB
80	IU HEALTH ARNETT GREENBUSH LAB 2600 GREENBUSH ST LAFAYETTE,IN47904	LAB
81	IU HEALTH BEDFORD HOSPITAL LAB 2900 W 16TH ST BEDFORD,IN47421	LAB
82	IU HEALTH SIP BEDFORD LAB 2900 W 16TH ST BEDFORD,IN47421	LAB
83	IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS,IN46202	LAB
84	IU HEALTH ARNETT CANCER CARE LAB 420 N 26TH ST LAFAYETTE,IN47904	LAB
85	IU HEALTH GEORGETOWN MEDICAL PLAZA LAB 4880 CENTURY PLAZA RD STE 125 INDIANAPOLIS,IN46254	LAB
86	ARLINGTON DIAGNOSTIC CENTER LAB 4935 W ARLINGTON RD BLOOMINGTON,IN47404	LAB
87	IU HEALTH JAY HOSPITAL OUTPATIENT LAB 500 W VOTAW ST PORTLAND,IN47371	LAB
88	UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB 550 N UNIVERSITY BLVD RM 1005 INDIANAPOLIS,IN46202	LAB
89	IU HEALTH LANDMARK OUTPATIENT LAB 550 LANDMARK AVE BLOOMINGTON,IN47403	LAB
90	IU HEALTH BETHEL LAB 5501 W BETHEL AVE SUITE C MUNCIE,IN46304	LAB
91	IUH METHODIST MED PLAZA EAGLE HIGHLANDS 6850 PARKDALE PL INDIANAPOLIS,IN46254	LAB
92	IU HEALTH MOORESVILLE LAB 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	LAB
93	IUH METHODIST MEDICAL PLAZA SOUTH LAB 8820 S MERIDIAN ST INDIANAPOLIS,IN46217	LAB
94	IUH METHODIST MEDICAL PLAZA EAST LAB 9650 E WASHINGTON ST INDIANAPOLIS,IN46229	LAB
95	IU HEALTH ADVANCED THERAPIES PHARMACY 355 W 16TH ST STE 1600 GH 1074 INDIANAPOLIS,IN46202	PHARMACY
96	CONNECTED CARE-IU HEALTH SAXONY HOSPITAL 13000 E 136TH ST SUITE 3400 FISHERS,IN46037	PRIMARY CARE
97	IU HEALTH MORGAN WALK-IN 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	PRIMARY CARE
98	IU HEALTH RADIOLOGY 13000 E 136TH ST FISHERS,IN46037	RADIOLOGY
99	IU HEALTH CANCER RADIATION CENTER 9149 STATE RD 37 BEDFORD,IN47421	RADIOLOGY
100	IU HEALTH RADIOLOGY 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	RADIOLOGY
101	IU HEALTH RADIOLOGY 362 W 15TH ST INDIANAPOLIS,IN46202	RADIOLOGY
102	IU HEALTH MORGAN RADIOLOGY 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	RADIOLOGY
103	IU HEALTH RADIOLOGY 550 N UNIVERSITY BLVD UN 0663 INDIANAPOLIS,IN46202	RADIOLOGY
104	IU HEALTH RADIOLOGY 893 S DELAWARE ST DC 2111 INDIANAPOLIS,IN46285	RADIOLOGY
105	IU HEALTH RADIOLOGY 404 E WASHINGTON ST STE B INDIANAPOLIS,IN46204	RADIOLOGY
106	IU HEALTH RADIOLOGY 1801 N SENATE BLVD RM A 1157A INDIANAPOLIS,IN46202	RADIOLOGY
107	IU HEALTH RADIOLOGY 714 N SENATE AVE STE 100 INDIANAPOLIS,IN46202	RADIOLOGY
108	IU HEALTH RADIOLOGY 151 PENNSYLVANIA PKWY SUITE 160 INDIANAPOLIS,IN46280	RADIOLOGY
109	IU HEALTH RADIOLOGY 2598 W WHITE RIVER BLVD MUNCIE,IN47303	RADIOLOGY
110	IU HEALTH RADIOLOGY 1111 N RONALD REAGAN PKWY AVON,IN46123	RADIOLOGY
111	IU HEALTH RADIOLOGY 1000 S MAIN ST TIPTON,IN46072	RADIOLOGY
112	IU HEALTH RADIOLOGY 1375 N GREEN ST STE 200 BROWNSBURG,IN46112	RADIOLOGY
113	IU HEALTH RADIOLOGY 11700 N MERIDIAN ST STE 160 CARMEL,IN46032	RADIOLOGY
114	IUH ADULT SPEECH-LANGUAGE PATHOLOGY 550 N UNIVERSITY BLVD INDIANAPOLIS,IN46202	REHABILITATION SERVICES
115	IUH ADULT PHYSICAL THERAPY & REHAB SRVCS 13000 E 136TH ST SUITE 2100 FISHERS,IN46037	REHABILITATION SERVICES
116	IUH REHAB & SPORTS MEDICINE CENTER EAST 328 S WOODCREST DR BLOOMINGTON,IN47401	REHABILITATION SERVICES
117	IU HEALTH OCCUPATIONAL SERVICES 3443 W 3RD ST BLOOMINGTON,IN47404	REHABILITATION SERVICES
118	IUH REHAB & SPORTS MEDICINE CENTER WEST 2650 COTA DR BLOOMINGTON,IN47403	REHABILITATION SERVICES
119	IU HEALTH PHYSICAL THERAPY & REHAB 4935 W ARLINGTON RD BLOOMINGTON,IN47404	REHABILITATION SERVICES
120	IU HEALTH PHYSICAL THERAPY & REHAB 1801 N SENATE BLVD STE 240 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
121	IUH OCCUP THRPY SVCS AT METHODIST HOSP 1801 N SENATE BLVD STE 530 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
122	NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
123	IU HEALTH OCCUPATIONAL SERVICES 2900 W 16TH ST BEDFORD,IN47421	REHABILITATION SERVICES
124	IU HEALTH MORGAN REHABILITATION 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	REHABILITATION SERVICES
125	IU HEALTH PHYSICAL THERAPY & REHAB 550 N UNIVERSITY BLVD RM 4175 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
126	IUH ADULT PHYSICAL THERAPY & REHAB SVCS 1801 N SENAE BLVD STE 535 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
127	IUH PT OCCUPATIONAL THRPY& SPEECH THRPY 1300 S JACKSON ST FRANKFORT,IN46141	REHABILITATION SERVICES
128	IU HEALTH PHYSICAL THERAPY & REHAB 2401 W UNIVERSITY AVE MUNCIE,IN47303	REHABILITATION SERVICES
129	IU HEALTH PHYSICAL THERAPY & REHAB 1010 S MAIN ST SUITE 110 TIPTON,IN46072	REHABILITATION SERVICES
130	IU HEALTH PHYSICAL THERAPY & REHAB 9670 E WASHINGTON ST STE 115 INDIANAPOLIS,IN46229	REHABILITATION SERVICES
131	IU HEALTH PHYSICAL THERAPY & REHAB 2476 E 116TH ST G-100 CARMEL,IN46032	REHABILITATION SERVICES
132	IU HEALTH PHYSICAL THERAPY & REHAB 410 PILGRIM BLVD HARTFORD CITY,IN47348	REHABILITATION SERVICES
133	IUH PEDIATRIC PHYSICAL THERAPY & REHAB 6820 PARKDALE PL STE 109 INDIANAPOLIS,IN46254	REHABILITATION SERVICES
134	IU HEALTH PHYSICAL THERAPY & REHAB 14645 HAZEL DELL RD NOBLESVILLE,IN46062	REHABILITATION SERVICES
135	IU HEALTH HIP & KNEE CENTER 13000 E 136TH ST SUITE 2000 FISHERS,IN46037	SPECIALTY CARE
136	IU HEALTH ADVANCED HEART & LUNG CARE 1801 N SENATE BLVD STE 2000 INDIANAPOLIS,IN46202	SPECIALTY CARE
137	IU HEALTH SLEEP APNEA EDUCATION CENTER 601 W 2ND ST RM C1037 BLOOMINGTON,IN47403	SPECIALTY CARE
138	IU HEALTH SLEEP DISORDERS CENTER 601 W 2ND ST RM 24-5 BLOOMINGTON,IN47403	SPECIALTY CARE
139	IU HEALTH CARDIOVASCULAR SURGERY 707 W 2ND ST BLOOMINGTON,IN47403	SPECIALTY CARE
140	IU HEALTH ADVANCED PAIN CENTER 888 AUTO MALL RD BLOOMINGTON,IN47401	SPECIALTY CARE
141	IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2605 E CREEKS EDGE DR BLOOMINGTON,IN47401	SPECIALTY CARE
142	IU HEALTH CICC - METHODIST 1701 N SENATE BLVD C6 INDIANAPOLIS,IN46202	SPECIALTY CARE
143	IU HEALTH CICC - SOUTH 8820 S MERIDIAN ST SUITE 230 INDIANAPOLIS,IN46217	SPECIALTY CARE
144	IUH UNIV HOSP INTRVNTNAL& ADV PAIN THRPY 550 N UNIVERSITY BLVD STE 2007 INDIANAPOLIS,IN46202	SPECIALTY CARE
145	IU HEALTH PRECISION GENOMICS PROGRAM 1030 W MICHIGAN ST STE 3307 INDIANAPOLIS,IN46202	SPECIALTY CARE
146	IU HEALTH MELVIN & BREN SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS,IN46202	SPECIALTY CARE
147	IU HEALTH NEUROSCIENCE CENTER 362 W 15TH ST INDIANAPOLIS,IN46202	SPECIALTY CARE
148	IU HEALTH SLEEP APNEA EDUCATION CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	SPECIALTY CARE
149	IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	SPECIALTY CARE
150	IU HEALTH SLEEP APNEA EDUCATION CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	SPECIALTY CARE
151	IU HEALTH SLEEP DISORDERS CENTER 13100 E 136TH ST STE 3200 FISHERS,IN46037	SPECIALTY CARE
152	IU HEALTH SLEEP DISORDERS CENTER 3900 MCCARTY LN STE 101 LAFAYETTE,IN47905	SPECIALTY CARE
153	IU HEALTH ARNETT SLEEP APNEA EDUC CTR 3900 MCCARTY LN STE 102 LAFAYETTE,IN46202	SPECIALTY CARE
154	MIDWEST EYE INSTITUTE 555 COUNTY LINE RD STE 102-103 GREENWOOD,IN46143	SPECIALTY CARE
155	IU HEALTH SLEEP APNEA EDUCATION CENTER 13100 E 136TH ST STE 3200B FISHERS,IN46037	SPECIALTY CARE
156	IU HEALTH SLEEP DISORDERS CENTER 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	SPECIALTY CARE
157	IU HEALTH SLEEP DISORDERS CENTER 720 S 6TH ST MONTICELLO,IN47960	SPECIALTY CARE
158	IU HEALTH SLEEP DISORDERS CENTER 1300 S JACKSON ST FRANKFORT,IN46041	SPECIALTY CARE
159	IU HEALTH SLEEP DISORDERS CENTER 500 W VOTAW ST PORTLAND,IN47371	SPECIALTY CARE
160	IU HEALTH SLEEP DISORDERS CENTER 642 W HOSPITAL RD TIPTON,IN47454	SPECIALTY CARE
161	IU HEALTH SLEEP DISORDERS CENTER 1000 S MAIN ST AVON,IN46072	SPECIALTY CARE
162	IU HEALTH SLEEP DISORDERS CENTER 1115 N RONALD REAGAN PKWY STE 305 AVON,IN46123	SPECIALTY CARE
163	IU HEALTH SLEEP APNEA EDUCATION CENTER 1115 N RONALD REAGAN PKWY STE 317 CARMEL,IN46123	SPECIALTY CARE
164	IU HEALTH VOICE CENTER 1185 W CARMEL DR D-1A CARMEL,IN46032	SPECIALTY CARE
165	IU HEALTH SLEEP DISORDERS CENTER 11700 N MERIDIAN ST CARMEL,IN46032	SPECIALTY CARE
166	IU HEALTH SLEEP APNEA EDUCATION CENTER 11725 N ILLINOIS ST SUITE 485 CARMEL,IN46032	SPECIALTY CARE
167	IU HEALTH EXECUTIVE HEALTH 11590 N MERIDIAN ST SUITE 410 CARMEL,IN46032	SPECIALTY CARE
168	IU HEALTH SLEEP DISORDERS CENTER 11590 N MERIDIAN ST SUITE 300 CARMEL,IN46032	SPECIALTY CARE
169	IU HEALTH URGENT CARE - BLOOMINGTON 326 S WOODCREST DR BLOOMINGTON,IN47401	URGENT CARE
170	IU HEALTH URGENT CARE - GREENWOOD 996 S SR 135 SUITE P GREENWOOD,IN46143	URGENT CARE
171	IU HEALTH URGENT CARE - AVON 10853 E US HWY 36 AVON,IN46123	URGENT CARE
172	IU HEALTH URGENT CARE - BROAD RIPPLE 1036 BROAD RIPPLE AVE INDIANAPOLIS,IN46220	URGENT CARE
173	IU HEALTH URGENT CARE - DOWNTOWN INDPLS 222 W WASHINGTON ST INDIANAPOLIS,IN46204	URGENT CARE
174	IU HEALTH URGENT CARE - BROWNSBURG 90 E GARNER RD STE A BROWNSBURG,IN46112	URGENT CARE
175	IU HEALTH URGENT CARE - NOBLESVILLE 14645 HAZEL DELL ROAD SUITE 120 NOBLESVILLE,IN46062	URGENT CARE
176	IU HEALTH URGENT CARE - LAFAYETTE 1 WALTER SCHOLER DR LAFAYETTE,IN47909	URGENT CARE
177	IU HEALTH URGENT CARE - FORT WAYNE NORTH 9821 LIMA RD STE 103 FORT WAYNE,IN46818	URGENT CARE
178	IU HEALTH URGENT CARE - WEST LAFAYETTE 253 SAGAMORE PKWY W WEST LAFAYETTE,IN47906	URGENT CARE
179	IU Health Urgent Care Fort Wayne - Hope Drive 7411 Hope Drive Suite A Fort Wayne,IN46815	Urgent Care

Schedule H (Form 990) 2020

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 V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE	IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL
Schedule H, Part I, Line 7c 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 33.69%.
Schedule H, Part I, Line 7f 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 $119,748,208. THIS AMOUNT INCLUDES THE BAD DEBT EXPENSE REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), AND IU HEALTH'S PORTION OF THE BAD DEBT ATTRIBUTABLE TO THE JOINT VENTURES REPORTED ON SCHEDULE H, PART IV. 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 II PROMOTION OF HEALTH IN COMMUNITIES SERVED	IU Health Inc. participates in a variety of community-building activities that address the social determinants of health in the communities it serves. IU Health Inc. and its related hospital entities across the state of Indiana ("IU Health Statewide System") invest in economic development efforts across the state, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives. Several examples include IU Health Inc.'s support of the following organizations' efforts that focus on some of the root causes of health issues, such as access to healthcare, lack of education, insufficient access to resources, employment and poverty: - Indianapolis Chamber of Commerce - Crispus Attucks - Health Equity Action Team (HEAT) - Central Indiana Community Foundation - Indiana Clinical and Translational Sciences Institute (CTSI) - Community Health Additionally, through the system's team member volunteer program, IU Health Serves, team members across the state positively impact the health of the community and foster a culture of engagement and social responsibility. In 2020, more than 1,400 team members throughout the statewide system dedicated time to support over 49 projects to positively impact the community.
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care	IU Health uses several factors other than federal poverty guidelines ("FPG") in determining eligibility for free care under its FAP. These factors include the following: 1. Eligibility for Financial Assistance due to Financial or Personal Hardship In order to be eligible for Financial Assistance due to Financial or Personal Hardship under this Policy, a patient or guarantor must: - Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; - Be an Indiana Resident as defined in this Policy; and - If Uninsured, consult with a member of IU Health's Individual Solutions department to determine if health care coverage may be obtained from a government insurance or assistance product, the Health Insurance Marketplace, or from any other source of coverage. Financial Assistance due to Financial Hardship is only available for encounters where care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility. 2. Financial Assistance due to Financial Hardship The FPL income threshold under this section is as follows: - If one or more adults and zero dependents are in the household, the FPL Income Threshold is 200%. - If two or more adults and one or more dependents are in the household, the FPL Income Threshold is 250%. - If one adult and one or more dependents are in the household, the FPL Income Threshold is 300%. In some instances, an adult will also qualify as a dependent. When this occurs, IU Health will treat the adult as a dependent for purposes of the FPL calculation. IU Health will utilize the most recent FPL data available and will apply the FPL data to a patient or guarantor's account balance based upon the calendar date a completed Financial Assistance Application was received, not a patient's date of service. An Uninsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Gross Charges if approved. An Underinsured Patient or their guarantor whose household income is less than or equal to the FPL income threshold may be eligible for full Financial Assistance up to 100% of Patient Responsibility if approved. 3. Financial Assistance due to Personal Hardship An Uninsured or Underinsured patient or their guarantor whose household income is above the FPL income threshold may be eligible for Financial Assistance if the patient's outstanding Patient Responsibility exceeds 20% of the patient's or their guarantor's annual household income. - If approved, the patient's balance will be reduced to 20% of the patient or guarantor's annual household income or the Amounts Generally Billed, whichever is less. - IU Health will work with the patient or guarantor to identify a reasonable payment plan on the remainder of the balance. 4. Eligibility Period If approved for financial assistance by IU Health, the patient will be guaranteed financial assistance for treatment related to the underlying condition, for which the patient was originally screened and approved, through the remainder of the calendar year. As a condition of extending the on-going Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 5. Appeals and Assistance Granted By the Financial Assistance Committee The Financial Assistance Committee will review and make determinations on all requests for appeals related to Financial Assistance. If a patient or guarantor seeks to appeal a Financial Assistance Determination, a written request must be submitted, along with the supporting documentation. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: - Assistance to patients who are seeking treatment that can only be provided in Indiana by IU Health or who would benefit from continued medical services from IU Health for continuity of care; - Care approved by the IU Health Chief Medical Officer (CMO) or the Chief Executive Officer (CEO) or CMO of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; - Care provided when it is known no payment source exists; - International humanitarian aid; and - Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. All decisions of the Financial Assistance Committee are final. 6. Presumptive Eligibility No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: - Medicaid (any state) - Indiana Children's Special Health Care Services - Healthy Indiana Plan - Patients who are awarded Hospital Presumptive Eligibility (HPE) - A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: - If the patient or their guarantor is found to have filed a petition for bankruptcy. - If the patient is deceased and found to have no estate. - If the patient is deceased and was under 21 years of age at the time of death. 7. Exhaustion of Alternate Sources of Assistance Patients must exhaust all other state and federal assistance programs prior to receiving Financial Assistance due to Financial or Personal Hardship under this Policy including, but not limited to, Medicaid. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. - This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. - IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. Eligible patients who receive medical care from an IU Health facility as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award. In the event Financial Assistance has already been granted in the above circumstances, IU Health reserves the right to reverse the Financial Assistance Determination in an amount equal to the amount IU Health would be entitled to receive had no Financial Assistance been awarded. 8. Patient Assets There are situations where a patient or their guarantor may have significant income or assets available to pay for healthcare services such as a legal settlement. The Financial Assistance Committee may evaluate the income or assets in determining Financial Hardship. IU Health may require a list of all property owned by the patient or guarantor and adjust a Financial Assistance Determination as a result.
Schedule H, Part I, Line 7g Subsidized Health Services	IU HEALTH DOES NOT INCLUDE ANY COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	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 3 Bad Debt Expense Methodology	IU Health will deem patients or their guarantors presumptively eligible for Financial Assistance if they are found to be eligible for one of the following programs and care was initiated via an eligible facility's emergency department, direct admission from a physician's office, or transfer from another hospital facility: 1. Medicaid (any state) 2. Indiana Children's Special Health Care Services 3. Healthy Indiana Plan 4. Patients who are awarded Hospital Presumptive Eligibility (HPE) 5. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. No Financial Assistance Application is required to receive Financial Assistance under this Presumptive Eligibility section. IU Health will conduct a quarterly review of all accounts placed with a collection agency partner for at least one hundred and twenty (120) days after the account is eligible for an ECA as set forth in this Policy. If the patient or guarantor's individual scoring criteria demonstrates the patient has a low likelihood and/or propensity to pay or no credit, the patient or guarantor may be deemed presumptively eligible for Financial Assistance. Financial Assistance may additionally be granted in the following circumstances: a) If the patient or their guarantor is found to have filed a petition for bankruptcy. b) If the patient is deceased and found to have no estate. c) If the patient is deceased and was under 21 years of age at the time of death. 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, Part III, Line 4 Bad debt expense - financial statement footnote	IU HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, FOOTNOTE 5, 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. Financial assistance is available to qualifying uninsured and underinsured patients receiving care at an Indiana University Health System hospital location. Under its financial assistance policy, the Indiana University Health System provides medically necessary care to uninsured patients. Financial assistance up to the full amount of patient financial responsibility is available for uninsured and underinsured patients receiving care via the emergency department, direct admission from a physician's office, or transfer from another hospital. The federal poverty level (FPL) thresholds for this type of financial assistance are based on household makeup. Households without dependents are eligible for assistance if household income is less than or equal to 200% FPL, two adults and at least one dependent are eligible if household income is less than or equal to 250% FPL, and households with one adult and at least one dependent are eligible if household income is less than or equal to 300% FPL. Individuals with medical bills totaling more than 20% of annual household income, regardless of FPL, qualify for catastrophic assistance and are eligible for a reduction in patient financial responsibility to 20% of annual household income. 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 some forms of financial assistance 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 $90,358,000 and $96,693,000 in 2020 and 2019, respectively.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 6 IS CALCULATED, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, USING "ALLOWABLE COSTS" FROM THE IU HEALTH MEDICARE COST REPORT. "ALLOWABLE COSTS" FOR MEDICARE COST REPORT PURPOSES, HOWEVER, ARE NOT REFLECTIVE OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS. FOR EXAMPLE, THE MEDICARE COST REPORT EXCLUDES CERTAIN COSTS SUCH AS BILLED PHYSICIAN SERVICES, THE COSTS OF MEDICARE PARTS C AND D, FEE SCHEDULE REIMBURSED SERVICES, AND DURABLE MEDICAL EQUIPMENT SERVICES. INCLUSION OF ALL COSTS ASSOCIATED WITH IU HEALTH'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. IU HEALTH'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. IU HEALTH ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS; THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR NONPROFIT HOSPITALS, STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IU Health'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 Financial Assistance Applications must include the following documentation: - 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 the patient or guarantor's income does not warrant the filing of a federal tax statement, the individual 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. - If applicable, divorce/dissolution decrees and child custody order. Patients or their guarantors wishing to apply for Financial Assistance due to Financial Hardship are encouraged to submit an Application within ninety (90) days of discharge. Patients or their guarantors may submit an Application up to two-hundred and forty (240) days from the date of their initial post-discharge billing statement from IU Health, however, accounts may be subject to Extraordinary Collection Actions (ECA) as soon as one-hundred and twenty (120) days after receipt of the initial post-discharge billing statement. Patients or their guarantors submitting an incomplete Financial Assistance 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 expiration of the forty-five (45) day period. Patients with limited English proficiency may request a copy of this Policy, a Financial Assistance Application, and a Plain Language Summary in one of the below languages: - Arabic; - Burmese; - Burmese - Falam; - Burmese - Hakha Chin; - Mandarin/Chinese; or - 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 Financial Assistance Application be mailed to a patient's primary mailing address free of charge. IU Health maintains the confidentiality of all Financial Assistance Applications and supporting documentation. IU Health will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. 2. Financial Assistance Determinations IU Health 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. A patient's Financial Assistance Application and Financial Assistance Determination are specific to each date(s) of service and approved related encounters. If a patient or guarantor is granted less than full charity assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. 3. Extraordinary Collection Actions IU Health may refer delinquent patient accounts to a third-party collection agency after utilizing reasonable efforts to determine a patient's eligibility for assistance under this Policy. Reasonable efforts include the following: - IU Health will notify the patient of this Policy at least thirty (30) days prior to initiating an ECA. - IU Health will not initiate an ECA for at least one-hundred and twenty (120) days after the patient's initial post-discharge billing statement. - IU Health will review all Financial Assistance Applications received up to and including two-hundred and forty (240) days after the patient's initial post-discharge billing statement. IU Health will cease any ECAs it has initiated upon receipt of a Financial Assistance Application until a Financial Assistance Determination is made under this policy. - If an Application is Approved, IU Health will issue a revised statement, issue refunds, and make reasonable efforts to reverse ECAs as necessary. IU Health and its third-party collection agencies may initiate an ECA against a patient or their guarantor in accordance with this Policy and 26 C.F.R. § 1.501(r). ECAs may include the following: - Selling a patient 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 or their guarantor's nonpayment of one or more bills for previously provided care covered under this Policy. - Actions requiring a legal or judicial process, including but not limited to placing a lien on a 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 and its third party collection agencies, will engage in fair, respectful and transparent collections activities. 4. Refunds Patients eligible for Financial Assistance under this Policy who remitted payment to IU Health 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 due on a separate account 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 V, Section B, Line 16a FAP website	- INDIANA UNIVERSITY HEALTH: Line 16a URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website	- INDIANA UNIVERSITY HEALTH: Line 16b URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- INDIANA UNIVERSITY HEALTH: Line 16c URL: HTTPS://IUHEALTH.ORG/PAY-A-BILL/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment	COMMUNITIES ARE MULTIFACETED AND SO ARE THEIR HEALTH NEEDS. IU HEALTH UNDERSTANDS THAT THE HEALTH OF INDIVIDUALS AND COMMUNITIES ARE SHAPED BY VARIOUS SOCIAL AND ENVIRONMENTAL FACTORS, ALONG WITH HEALTH BEHAVIORS AND ADDITIONAL INFLUENCES. IU HEALTH ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). FOR THE 2018 CHNA, IU HEALTH CONDUCTED THE COMMUNITY SURVEY DATA COLLECTION IN COLLABORATION WITH INDIANA UNIVERSITY, UNIVERSITY OF EVANSVILLE AND AN INDIANA HOSPITAL COLLABORATIVE, INCLUDING COMMUNITY HEALTH NETWORK, FRANCISCAN ALLIANCE, ST. VINCENT HEALTH AND OTHER HOSPITAL PARTNERS. AFTER COMPLETION OF THE CHNA, IU HEALTH REVIEWED SECONDARY DATA, FINDINGS FROM OTHER COMMUNITY HEALTH ASSESSMENTS OF AREAS SERVED BY THE HOSPITAL, INPUT OBTAINED FROM INDIVIDUALS WHO PARTICIPATED IN COMMUNITY MEETINGS, INPUT OBTAINED FROM KEY STAKEHOLDERS, AND A COMMUNITY SURVEY TO IDENTIFY AND ANALYZE THE NEEDS IDENTIFIED BY EACH SOURCE. THE TOP HEALTH NEEDS OF THE IU HEALTH ARE THOSE THAT ARE SUPPORTED BY MULTIPLE DATA SOURCES. ADDITIONALLY, THE EFFECTIVENESS OF AN INTERVENTION FOR EACH NEED AND IU HEALTH'S ABILITY TO IMPACT POSITIVE CHANGE WAS EVALUATED. IU HEALTH BELIEVES ITS CHNA PROCESS IS COMPREHENSIVE AND ADDITIONAL ASSESSMENTS ARE NOT REQUIRED.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	IU Health takes several measures to inform its patients of the FAP and FAP-eligibility. These measures include the following: 1. Post this Policy, a Plain Language Summary of this Policy, and the Financial Assistance Application on its website. 2. Provide patients with a Plain Language Summary of this Policy during registration and/or discharge. 3. Post conspicuous displays in appropriate acute care settings such as emergency departments and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 4. Include a conspicuous written notice on all patient post-discharge billing statements notifying the patient about this Policy and the telephone number of the Customer Service Department which can assist patients with questions regarding this Policy. 5. Make available Customer Service representatives via telephone during normal business hours. 6. Mail copies of this Policy, a Plain Language Summary of this Policy, and a Financial Assistance Application to patients or their guarantor free of charge upon request. 7. Broadly communicate this Policy as a part of its general outreach efforts. 8. Educate patient-facing team members on this Policy and the process for referring patients to the program.
Schedule H, Part VI, Line 4 Community information	IU HEALTH SERVES A LARGE GEOGRAPHIC AREA IN CENTRAL INDIANA. IN COMPLETING CHNAS FOR ITS IU HEALTH ACADEMIC HEALTH CENTER AND IU HEALTH SAXONY HOSPITAL LOCATIONS, IU HEALTH DEFINED "COMMUNITY" AS THE COUNTY OF RESIDENCE FOR EACH HOSPITAL LOCATION. EACH INDIVIDUAL HOSPITAL LOCATION SERVES A UNIQUE SUBSECTION OF THE COMMUNITY FOR WHICH DETAILS ARE INCLUDED BELOW: IU HEALTH ACADEMIC HEALTH CENTER THE COMMUNITY FOR IU HEALTH ACADEMIC HEALTH CENTER'S PRIMARY SERVICE AREA IS DEFINED AS MARION COUNTY, THE COMMUNITY WHERE IU HEALTH ACADEMIC HEALTH CENTER IS LOCATED. THE SECONDARY SERVICE AREA IS COMPRISED OF ALL OTHER COUNTIES WITHIN THE STATE OF INDIANA. MARION COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF BEECH GROVE, INDIANAPOLIS, LAWRENCE, SOUTHPORT, AND SPEEDWAY, PLUS PORTIONS OF PLAINFIELD, WHICH EXTENDS INTO HENDRICKS COUNTY. BASED ON THE CENSUS BUREAU DATA ESTIMATES FOR 2019, the most recent data available, MARION COUNTY'S POPULATION WAS 964,582 AND 51.8% WERE FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 54.1% WHITE NON-HISPANIC, 29.1% BLACK NON-HISPANIC, 10.9% HISPANIC OR LATINO, 3.8% ASIAN, 0.4% AMERICAN INDIAN OR ALASKA NATIVE, AND 3.0% PERSONS REPORTING TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE. IU HEALTH SAXONY HOSPITAL THE COMMUNITY FOR IU HEALTH SAXONY HOSPITAL'S PRIMARY SERVICE AREA IS DEFINED AS HAMILTON COUNTY, THE COUNTY WHERE IU HEALTH SAXONY HOSPITAL IS LOCATED, PLUS MARION COUNTY. THE SECONDARY SERVICE AREA IS COMPRISED OF NINE CONTIGUOUS COUNTIES CONSISTING OF BOONE, CLINTON, HANCOCK, HENDRICKS, JOHNSON, MADISON, MORGAN, SHELBY AND TIPTON COUNTIES. APPROXIMATELY 51% OF INPATIENT DISCHARGES ORIGINATE FROM THE PRIMARY SERVICE AREA. HAMILTON COUNTY INCLUDES ZIP CODES WITHIN THE TOWNS OF ARCADIA, ATLANTA, CARMEL, CICERO, FISHERS, NOBLESVILLE, SHERIDAN, AND WESTFIELD. BASED ON CENSUS BUREAU ESTIMATES FOR 2019, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 338,011. JUST OVER HALF (51.2%) WERE FEMALE AND 48.8% WERE MALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 82.8% WHITE NON-HISPANIC, 4.5% BLACK, 4.3% HISPANIC OR LATINO, 6.5% ASIAN, 0.2% AMERICAN INDIAN OR ALASKA NATIVE, AND 2.1% TWO OR MORE RACES. A VERY SMALL PERCENTAGE OF THE POPULATION IS ETHNIC GROUPS OTHER THAN THOSE LISTED ABOVE.
Schedule H, Part VI, Line 5 Promotion of community health	A MAJORITY OF IU HEALTH'S BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT COMMUNITY MEMBERS WHO RESIDE IN IU HEALTH'S PRIMARY SERVICE AREAS. IU HEALTH EXTENDS MEDICAL PRIVILEGES TO ALL PHYSICIANS WHO MEET THE CREDENTIALING QUALIFICATIONS NECESSARY FOR APPOINTMENT TO ITS MEDICAL STAFF. IU HEALTH DOES NOT DENY APPOINTMENT ON THE BASIS OF GENDER, RACE, CREED, OR NATIONAL ORIGIN. IU HEALTH, IN CONJUNCTION WITH THE IU SCHOOL OF MEDICINE, TRAINS THE NEXT GENERATION OF PHYSICIANS IN AN EXCEPTIONAL ENVIRONMENT, BLENDING BREAKTHROUGH RESEARCH AND TREATMENTS WITH THE HIGHEST QUALITY OF PATIENT CARE. IU HEALTH'S FIVE YEAR STRATEGY WAS UPDATED DURING 2019. IU HEALTH'S VISION IS TO MAKE INDIANA ONE OF THE HEALTHIEST STATES IN THE NATION BY PROVIDING THE BEST CARE, DESIGNED FOR OUR PATIENTS, AND THE FIVE YEAR STRATEGY WAS DESIGNED TO HELP IU HEALTH REALIZE THIS VISION. THE ELEMENTS OF IU HEALTH'S STRATEGY COMMUNITY HEALTH: AS THE LARGEST HEALTH SYSTEM IN THE STATE, AND IN PARTNERSHIP WITH THE STATE'S LARGEST MEDICAL SCHOOL - INDIANA UNIVERSITY SCHOOL OF MEDICINE - IU HEALTH HAS A SPECIAL OBLIGATION TO BE PART OF THE SOLUTION TO INDIANA'S SERIOUS HEALTH ISSUES. FOR COMMUNITY HEALTH, IU HEALTH'S FOCUS IS ON TACKLING FOUR OF THE MOST PRESSING HEALTH ISSUES IMPACTING INDIANA COMMUNITIES: HIGH RATES OF SMOKING, OBESITY, INFANT AND MATERNAL MORTALITY, AND POOR MENTAL HEALTH. SOME EFFORTS IN THIS AREA INCLUDE: - EXPANDING ACCESS TO BEHAVIORAL HEALTH SERVICES ACROSS THE IU HEALTH SYSTEM - THE CREATION OF A $100M COMMUNITY IMPACT INVESTMENT FUND TO SUPPORT PROJECTS THAT ADDRESS SERIOUS HEALTH ISSUES. POPULATION HEALTH: THIS IS THE CARE IU HEALTH PROVIDES PATIENTS FOR WHOM IU HEALTH HAS ACCEPTED SOME FINANCIAL RISK. FOR THESE PATIENTS, IU HEALTH IS REIMBURSED ON HOW WELL IU HEALTH IMPROVES PATIENT OUTCOMES AND MANAGE THE COST OF THEIR CARE, INSTEAD OF ON HOW MANY SERVICES IU HEALTH PROVIDES. FOR EXAMPLE, IU HEALTH MANAGES MORE THAN 60,000 MEDICARE PATIENTS IN ITS NEXT GENERATION ACCOUNTABLE CARE ORGANIZATION. FOR TWO YEARS NOW, IU HEALTH HAS REDUCED THE COSTS OF CARE FOR THOSE PATIENTS, WHILE ALSO IMPROVING A RANGE OF QUALITY METRICS. THIS HAS RESULTED IN BETTER CARE OUTCOMES, AS WELL AS SAVINGS FOR IU HEALTH AND THE MEDICARE ADVANTAGE PROGRAM. DESTINATION HEALTH: IU HEALTH TAKES CARE OF PATIENTS WITH THE MOST COMPLEX ILLNESSES, AND TAKES ON THE TOUGHEST CASES THAT OTHER SYSTEMS ACROSS THE STATE DO NOT HAVE THE EXPERTISE OR THE RESOURCES TO HANDLE. FOR EXAMPLE, ABOUT 80 PERCENT OF THE CHILDREN WITH CANCER IN INDIANA ARE TREATED AT RILEY. AND MORE THAN 70 PERCENT OF ALL THE TRANSPLANTS DONE IN INDIANA ARE PERFORMED AT IU HEALTH. IMPACT: THIS IS A NEW COMPONENT OF IU HEALTH'S STRATEGY AND REFLECTS EFFORTS TO EXPAND THE IMPACT IU HEALTH HAS ON PATIENTS AND COMMUNITIES ACROSS INDIANA. THIS INCLUDES PROVIDING EXCEPTIONAL CARE TO MORE PEOPLE AT IU HEALTH FACILITIES. IU HEALTH ALSO WANTS TO CREATE PARTNERSHIPS THAT WILL EXTEND IU HEALTH SERVICES TO MORE PEOPLE ACROSS INDIANA. FOR EXAMPLE, A STRONG PARTNERSHIP WAS FORMED WITH UNION HOSPITAL IN TERRE HAUTE, WHICH USES IU HEALTH'S CERNER ELECTRONIC MEDICAL RECORD SYSTEM, INCLUDING CARE GUIDELINES AND ORDER SETS, TO BRING IU HEALTH CALIBER CARE TO UNION HOSPITAL PATIENTS.
Schedule H, Part VI, Line 6 Affiliated health care system	IU Health Inc. is part of the IU Health Statewide System ("the system"), which is Indiana's most comprehensive healthcare system. A unique partnership with the Indiana University School of Medicine ("IU School of Medicine"), one of the nation's leading medical schools, gives patients access to innovative treatments and therapies. The system 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. - U.S. News & World Report - Annual Rankings: - IU Health Medical Center is nationally ranked for the 23rd year in a row. IU Health Medical Center is nationally ranked in 3 adult specialties and 10 pediatric specialties and rated high performing in 5 adult specialties and 6 procedures and conditions. - IU Health has five hospitals that are considered high performing in certain procedures and conditions: IU Health Ball, IU Health Arnett, IU Health North, IU Health West, and IU Health Bloomington hospitals. - Riley Hospital for Children at IU Health is nationally ranked in 10 pediatric specialties. IU Health Statewide System Hospitals in the system include the following: - IU Health Inc. (i.e., the IU Health Academic Health Center consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital) - IU Health Arnett - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford - IU Health Bloomington Hospital - IU Health Frankfort - IU Health Jay - IU Health North Hospital - IU Health Paoli Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital The system is divided into five regions that serve communities in Northwest, Northeast, Central, and Southern Indiana. IU Health Inc. has significant statewide reach as a: 1) teaching hospital, 2) research activities with the IU School of Medicine and other national collaborations, 3) Riley's network of locations throughout the state due to its pediatric expertise, and 4) Riley's trauma department is the only Level I Pediatric Trauma Center in Indiana. Although each hospital in the system conducts and adopts its own CHNA and implementation strategy, the system considers the sum of these plans part of a system wide goal of making Indiana one of the healthiest states in the nation. The hospitals are guided by a system wide mission to improve the health of our patients and community through innovation, and excellence in care, education, research, and service. The system is keenly aware of the positive impact it can have on improving the health of communities throughout the state of Indiana by aligning resources in a system-level and strategic way. Education and Research The system includes the Academic Health Center that 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 leading-edge and comprehensive treatment options. In 2017, IU Health and the IU School of Medicine announced that they would invest $50 million over six years in the Strategic Research Initiative (SRI), a new research collaboration that has enhanced the institutions' joint capabilities in fundamental scientific investigation, translational research and clinical trials. 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 the 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. One of the most significant outcomes of this initiative includes the Indiana University Melvin and Bren Simon Cancer Center receiving the National Cancer Institute's (NCI)-designated status of "comprehensive." This designation was achieved in August 2019 making the center the only NCI-designated Comprehensive Cancer Center in Indiana and one of just 51 in the nation. Community Health To further promote the health of the communities served by the system, the system-level Community Health team builds the capabilities and competencies to impact team members, risk lives, and patients throughout the system. Additionally, the team partners with state and local community-based organizations, community coalitions, and governmental agencies to pursue a system-level advocacy/collaboration strategy that seeks to improve the health of communities. All hospitals in the system identify and address significant health needs unique to the community it serves. However, because some of these health needs are common in communities served by multiple hospitals in the system, they warrant a system level strategy. Community Health plans and provides technical assistance for system-level strategies that address these common health needs including health equity, tobacco treatment, behavioral health access, and social needs. Each hospital works collaboratively with the Community Health team to operationalize system-level strategies through the implementation of specific activities that align and activate local resources. This benefits the community each hospital serves and works towards a statewide impact (system-level) on health outcomes. IU Health Serves IU Health Serves, a system-level team member volunteer program, seeks to positively impact the health of communities the IU Health Statewide System serves and fosters a culture of engagement and social responsibility. IU Health Inc. coordinates the different initiatives of the program, including Days of Service. This is the largest volunteer event of the year, consisting of projects designed to engage IU Health Inc. team members in activities that address local, identified community health priorities. Community Impact Investment (CII) Fund The CII Fund is a $100 million board designated fund to be managed and overseen by the IU Health Foundation to financially support high impact community investing designed to address social determinants of health in communities IU Health serves. Each IU Health hospital has a significant impact on and are deeply invested in their local communities. Through the grants provided by this CII Fund, IU Health can strategically and intentionally address the social, economic and environmental factors that impact the health of our surrounding communities. Each IU Health hospital and its team members are eligible for this grant opportunity.
Schedule H, Part VI, Line 7 State filing of community benefit report	IN

Schedule H (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Open to Public
Inspection

Name of the organization
Indiana University Health Inc

Employer identification number
35-1955872

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" 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	(h) Purpose of grant or assistance
(1) Indiana University School of Medicine 714 N Senate Ave Indianapolis,IN46202	35-6001673	Gov't Entity	11,000,000	Research/Training
(2) HealthNet Inc 3401 Raymond St Indianapolis,IN46203	35-1579827	501(c)(3)	1,504,000	General Support
(3) Indiana University 400 E 7th St RM 501 Bloomington,IN47405	35-6001673	Gov't Entity	1,343,220	General Support
(4) IU Health Foundation Inc 1633 N CAPITOL AVE 1200 INDPLS,IN46202	35-6043086	501(c)(3)	5,408,500	Community Impact Investment/Spiritual Values/Community Health
(5) FAIR HAVEN FOUNDATION INC PO BOX 441683 INDIANAPOLIS,IN46244	26-0866646	501(c)(3)	450,000	General Support
(6) Gleaners Food Bank of Indiana Inc 3737 Waldemere Ave Indianapolis,IN46241	35-1483868	501(c)(3)	200,000	Community Benefit
(7) Habitat for Humanity of Greater Indpls 3135 N Meridian St Indianapolis,IN46208	35-1715910	501(c)(3)	100,000	Community Benefit
(8) Volunteers of America Ohio & Indiana 1776 E Broad Street Columbus,OH43203	34-0861121	501(c)(3)	75,000	Fresh Start Recovery Ctr
(9) Central Indiana Community Foundation 615 N Alabama St STE 119 INDPLS,IN46204	35-1793680	501(c)(3)	51,000	Community Benefit
(10) Center for At-Risk Elders 120 E Market St STE 1190 INDPLS,IN46204	45-2980122	501(c)(3)	50,600	General Support
(11) United Way of Central Indiana Inc PO Box 88409 Indianapolis,IN46208	35-1007590	501(c)(3)	50,000	General Support
(12) Social Health Association of Indiana Inc 615 N Alabama St Indianapolis,IN46204	35-0869056	501(c)(3)	50,000	Bullying Prevention
(13) Raphael Health Center Inc 401 E 34th St Indianapolis,IN46205	35-1948768	501(c)(3)	50,000	Community Benefit
(14) Indy Hunger Network Inc 3737 WALDEMERE AVE Indianapolis,IN46241	45-4833492	501(c)(3)	50,000	General Support
(15) Coalition for Homelessness Inter & Prev 11400 W 42nd St Indianapolis,IN46208	31-1254018	501(c)(3)	50,000	General Support
(16) Indy Public Safety Foundation Inc 200 E Washington St Ste 241 Indianapolis,IN46204	46-2975046	501(C)(3)	47,500	Community Benefit
(17) Junior Achievement of Central Indiana Inc 9449 Priority Way Indianapolis,IN46240	35-1003695	501(c)(3)	45,000	Community Benefit
(18) Gennesaret Free Clinic Inc 615 N Alabama St Indianapolis,IN46204	35-1776518	501(c)(3)	45,000	Health Access
(19) Marion County Public Health Department 3838 N Rural Street Indianapolis,IN46205	000000000	Gov't Entity	41,000	Community Benefit
(20) Covering Kids & Families of Indiana Inc 1100 W 42ND ST STE 317 INDIANAPOLIS,IN46208	61-1520892	501(c)(3)	40,000	General Support
(21) Family Promise of Greater Indianpolis Inc PO Box 441367 Indianapolis,IN46244	35-1909912	501(c)(3)	35,000	Community Benefit
(22) 500 Festival Inc 21 Virginia Ave Ste 500 Indianapolis,IN46204	35-1004320	501(c)(4)	32,000	Community Benefit
(23) Community Foundation of Greater Fort Wayne Inc 555 E WAYNE ST FORT WAYNE,IN46802	35-1119450	501(c)(3)	30,000	General Support
(24) CENTER FOR INTERFAITH COOPERATION INC 1100 WEST 42ND ST INDIANAPOLIS,IN46208	27-5336996	501(c)(3)	26,000	General Support
(25) YMCA of Greater Indianapolis 615 N Alabama St Indianapolis,IN46204	35-0868211	501(c)(3)	25,000	Community Benefit
(26) Playworks Education Energized 380 Washington St Oakland,CA94607	94-3251867	501(c)(3)	15,000	Community Benefit
(27) Flanner House of Indianapolis 2424 Dr MLK St Indianapolis,IN46208	35-0942628	501(c)(3)	15,000	General Support
(28) Horizon House Inc 1033 E Wash St Indianapolis,IN46202	35-1759503	501(c)(3)	13,500	General Support
(29) Reach for Youth Inc 3505 WASHINGTON BLVD INDIANAPOLIS,IN462053718	23-7456842	501(c)(3)	10,000	General Support
(30) Child Advocates Inc 8200 Haverstick Rd No 240 INDIANAPOLIS,IN46240	35-1788240	501(c)(3)	10,000	General Support
(31) CICOA Aging & In-home Solutions Inc 8440 Woodfield Crossing Blvd 175 INDIANAPOLIS,IN46240	35-1310387	501(c)(3)	10,000	General Support
(32) THE ARC OF NORTHEAST INDIANA INC 4919 COLDWATER ROAD FORT WAYNE,IN46825	35-0998711	501(c)(3)	10,000	General Support
(33) Indiana Diaper Bank 9511 Angola Ct Ste 221 INDIANAPOLIS,IN46268	82-5289150	501(c)(3)	7,500	General Support
(34) HVAF of Indiana PO Box 441761 INDIANAPOLIS,IN46224	35-1890547	501(c)(3)	5,250	General Support
(35) IU HEALTH BMH FOUNDATION INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS,IN46204	31-1111784	501(C)(3)	10,000,000	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) 2020

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
(1) SEE PART IV	5	428,611
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

Return Reference	Explanation
Schedule I, Part III GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS	THE AMOUNT REPORTED ON SCHEDULE I, PART III, LINE 1 REPRESENTS FUNDS PROVIDED BY IU HEALTH TO IU SCHOOL OF MEDICINE TO SUPPORT MANAGEMENT POSITIONS.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	ALTHOUGH IU HEALTH DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISTRIBUTED, THROUGH DUE DILIGENCE THE ORGANIZATION HAS REASONABLY CONFIRMED THAT THE ENTITIES TO WHICH THE CONTRIBUTIONS ARE MADE ARE HIGHLY REPUTABLE IN THE COMMUNITY AND USE THE FUNDS FOR THE PURPOSES INTENDED.

Schedule I (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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
Graphic Arrow

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

Attach to Form 990.
Graphic Arrow

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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 on 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 on Line 1a? ....

Yes

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

During the year, did any person listed 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) 2020

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)
1DENNIS M MURPHY DIRECTOR/PRESIDENT & CEO	(i) (ii)	1,645,365 ------------- 0	1,603,239 ------------- 0	34,593 ------------- 0	355,872 ------------- 0	26,470 ------------- 0	3,665,539 ------------- 0	0 ------------- 0
2LARRY H STEVENS MD DIRECTOR	(i) (ii)	37,500 ------------- 479,498	0 ------------- 4,997	0 ------------- 123,375	0 ------------- 17,650	0 ------------- 1,400	37,500 ------------- 626,920	0 ------------- 0
3RYAN C KITCHELL FORMER OFFICER	(i) (ii)	27,000 ------------- 0	0 ------------- 0	2,596,150 ------------- 0	8,080 ------------- 0	15 ------------- 0	2,631,245 ------------- 0	1,562,480 ------------- 0
4JENNIFER M ALVEY TREASURER/SVP & CFO	(i) (ii)	769,187 ------------- 0	323,570 ------------- 0	2,901 ------------- 0	135,400 ------------- 0	31,369 ------------- 0	1,262,427 ------------- 0	0 ------------- 0
5ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL	(i) (ii)	577,968 ------------- 0	196,853 ------------- 0	2,844 ------------- 0	114,170 ------------- 0	32,909 ------------- 0	924,744 ------------- 0	0 ------------- 0
6PAUL R HAUT MD FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 355,709	0 ------------- 52,822	0 ------------- 2,322	0 ------------- 16,720	0 ------------- 143	0 ------------- 427,715	0 ------------- 0
7MICHAEL L HARLOWE FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 259,219	0 ------------- 42,343	0 ------------- 33,961	0 ------------- 7,000	0 ------------- 28,217	0 ------------- 370,740	0 ------------- 0
8KEVIN R ARMSTRONG FORMER KEY EMPLOYEE	(i) (ii)	411,505 ------------- 0	251,969 ------------- 0	28,158 ------------- 0	107,651 ------------- 0	25,018 ------------- 0	824,302 ------------- 0	0 ------------- 0
9PARVEEN CHAND FORMER KEY EMPLOYEE	(i) (ii)	426,252 ------------- 0	69,364 ------------- 0	73,765 ------------- 0	18,410 ------------- 0	27,583 ------------- 0	615,374 ------------- 0	0 ------------- 0
10ERIC S WILLIAMS MD FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 179,775	0 ------------- 600	0 ------------- 7,688	0 ------------- 4,513	0 ------------- 13,178	0 ------------- 205,753	0 ------------- 0
11MATTHEW R COOK PRESIDENT (RILEY) (PART YEAR)	(i) (ii)	624,019 ------------- 0	300,294 ------------- 0	23,213 ------------- 0	18,400 ------------- 0	24,500 ------------- 0	990,426 ------------- 0	0 ------------- 0
12JONATHAN E GOTTLIEB MD EVP & CME (PART YEAR)	(i) (ii)	490,254 ------------- 0	490,658 ------------- 0	141,336 ------------- 0	14,506 ------------- 0	10,806 ------------- 0	1,147,561 ------------- 0	0 ------------- 0
13MICHELLE A JANNEY RN EVP & COO	(i) (ii)	844,903 ------------- 0	528,686 ------------- 0	202,102 ------------- 0	18,400 ------------- 0	6,248 ------------- 0	1,600,338 ------------- 0	0 ------------- 0
14RYAN D NAGY MD PRESIDENT (AAHC)	(i) (ii)	0 ------------- 643,313	0 ------------- 346,265	0 ------------- 2,274	0 ------------- 136,811	0 ------------- 273	0 ------------- 1,128,936	0 ------------- 0
15PAUL M CALKINS MD INTERIM CHIEF MEDICAL EXECUTIVE (PART YEAR)	(i) (ii)	318,097 ------------- 292,517	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	318,097 ------------- 292,517	0 ------------- 0
16JOHN F FITZGERALD MD SVP, POPULATION HEALTH (PART YEAR)	(i) (ii)	337,123 ------------- 66,447	300,410 ------------- 59,211	265,698 ------------- 52,369	570,651 ------------- 112,476	17,566 ------------- 3,462	1,491,448 ------------- 293,965	0 ------------- 0
17MARK A LANTZY SVP & CIO/PRES. (HEALTH PLANS) (PART YEAR)	(i) (ii)	27,819 ------------- 0	50 ------------- 0	803,345 ------------- 0	8,846 ------------- 0	3,515 ------------- 0	843,575 ------------- 0	693,362 ------------- 0
18RONALD L STIVER PRESIDENT (SHS)	(i) (ii)	660,608 ------------- 0	471,546 ------------- 0	22,344 ------------- 0	140,803 ------------- 0	32,754 ------------- 0	1,328,055 ------------- 0	0 ------------- 0
19BRIAN T SHOCKNEY PRESIDENT (SCR)	(i) (ii)	555,231 ------------- 0	263,743 ------------- 0	30,294 ------------- 0	112,183 ------------- 0	29,309 ------------- 0	990,760 ------------- 0	0 ------------- 0
20ELIZABETH DUNLAP SVP, CHIEF HR OFFICER	(i) (ii)	598,585 ------------- 0	293,708 ------------- 0	24,578 ------------- 0	124,602 ------------- 0	26,778 ------------- 0	1,068,252 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

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 II Compensation Paid for Services Rendered by Paul Calkins	IU Health, Inc. contracted and paid Anesthesia Consultants, Inc. for Paul Calkins' services as the Interim Chief Medical Executive of IU Health, Inc. During 2020, compensation paid by IU Health, Inc. to Anesthesia Consultants, Inc. for his services was $318,097. This amount is reflected on Schedule J, Part II, in column(B)(i), row(i), base compensation paid by IU Health, Inc. Related organization, IU HEALTH NORTH HOSPITAL CONTRACTED AND PAID ANESTHESIA CONSULTANTS, INC. FOR PAUL CALKINS' SERVICES AS THE VP & CHIEF MEDICAL OFFICER OF IU HEALTH NORTH HOSPITAL. DURING 2020, COMPENSATION PAID BY IU HEALTH NORTH HOSPITAL TO ANESTHESIA CONSULTANTS, INC. FOR HIS SERVICES TO IU HEALTH NORTH HOSPITAL WAS $292,517. This amount is reflected on Schedule J, Part II, in column(B)(i), row(ii), base compensation paid by IU HEALTH NORTH HOSPITAL.
Schedule J, Part I, Line 1a First-class or charter travel	First-class or charter travel is provided on a limited, exception-only basis to individuals LISTED IN IU HEALTH'S FORM 990, PART VII, SECTION A. THE COST OF SUCH TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION BECAUSE, WHEN PROVIDED, IT IS A BUSINESS EXPENSE OF IU HEALTH RATHER THAN PERSONAL IN NATURE.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	TAX GROSS-UPS WERE PROVIDED TO THREE OFFICERS, FOUR KEY EMPLOYEES, FIVE HIGHEST COMPENSATED EMPLOYEES, ONE FORMER OFFICER, AND ONE FORMER KEY EMPLOYEE LISTED ON IU HEALTH'S FORM 990, PART VII, SECTION A. THE TAX GROSS-UPS WERE TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment	RYAN C. KITCHELL ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2019. SEVERANCE OF $2,595,851 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $1,562,480 WAS DISCLOSED IN 2019 IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. MARK A. LANTZY ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2019. SEVERANCE OF $348,611 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $348,611 WAS DISCLOSED IN 2019 IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. John F. Fitzgerald ENTERED INTO A SEVERANCE AGREEMENT WITH IU HEALTH DURING 2020. SEVERANCE OF $189,215 THAT WAS RECEIVED DURING 2020 IS INCLUDED IN COLUMN B(III), OTHER REPORTABLE COMPENSATION. DEFERRED SEVERANCE OF $667,058 IS INCLUDED IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	DENNIS M. MURPHY, MICHELLE A. JANNEY, R.N., JONATHAN E. GOTTLIEB, M.D., RONALD L. STIVER, JENNIFER M. ALVEY, MARK A. LANTZY, KEVIN R. ARMSTRONG, RYAN D. NAGY, M.D., ELIZABETH DUNLAP, JOHN F. FITZGERALD, M.D., ERIN R. LEWIS, AND BRIAN T. SHOCKNEY, 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. EACH OF THE EXECUTIVES LISTED ABOVE, WITH THE EXCEPTION OF JONATHAN E. GOTTLIEB, M.D., JOHN F. FITZGERALD, M.D., MICHELLE A. JANNEY, R.N., AND MARK A. LANTZY HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JONATHAN E. GOTTLIEB, M.D. ($111,486) - JOHN F. FITZGERALD, M.D. ($89,093) - MICHELLE A. JANNEY, R.N. ($168,003) - MARK A. LANTZY, ($434,476)
Schedule J, Part I, Line 7 Non-fixed payments	AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG-TERM AND SHORT-TERM INCENTIVE FOR CERTAIN EXECUTIVES AND SHORT-TERM INCENTIVE FOR OTHER EMPLOYEES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE COMMITTEE ON Talent Management and Executive Compensation AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.
Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL	NAME - PAUL M. CALKINS, M.D., COMPENSATION FROM UNRELATED ORGANIZATION - 318096.620000, NAME OF UNRELATED ORGANIZATION - ANESTHESIA CONSULTANTS, INC., TYPE OF COMPENSATION - SERVICES AS INTERIM CHIEF MEDICAL EXECUTIVE

Schedule J (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

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

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
Indiana University Health Inc

Employer identification number
35-1955872

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	INDIANA FINANCE AUTHORITY	35-1602316	45471AEN8	05-05-2016	107,790,000	SERIES 2011L AND M BONDS		X		X		X
B	INDIANA FINANCE AUTHORITY	35-1602316	45471AFX5	12-07-2011	221,617,127	SERIES 2011N BONDS	X			X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X
D	INDIANA FINANCE AUTHORITY	35-1602316	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45471APJ5	02-18-2016	290,611,029	SERIES 2016A, B, AND C BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45470YEX5	07-02-2019	370,318,185	SERIES 2019A, B AND C BONDS		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	134,920,000		139,425,000		25,160,000
2 Amount of bonds legally defeased ..............			60,500,000
3 Total proceeds of issue ..................	107,790,000		221,624,068		82,344,679		314,633,314
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,641,061		2,148,553		793,499		2,122,523
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			24,728,315
11 Other spent proceeds .............	107,790,000		194,747,200		81,551,179		312,510,791
12 Other unspent proceeds .............
13 Year of substantial completion .............	2016		2013		2014		2015
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X		X			X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........		X		X	X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........	X			X		X		X
c No rebate due? .........		X	X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS.
Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2011N BONDS WERE ISSUED IN ORDER TO REFUND THE SERIES 2011E BONDS ISSUED ON APRIL 19, 2011, REFUND THE 2011F AND G BONDS ISSUED ON MAY 5, 2011, AND TO PAY OFF A PORTION OF A TAXABLE LINE OF CREDIT, WHICH WAS USED TO PROVIDE FUNDING FOR THE PURCHASE OF EQUIPMENT. ADDITIONALLY, THE SERIES 2011N BONDS WERE USED TO PAY DOWN A TAXABLE LINE OF CREDIT USED TO PURCHASE THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON MAY 31, 2006; TO REFINANCE A TAXABLE LINE OF CREDIT USED TO REFUND THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON OCTOBER 26, 2006; AND TO REFUND THE SERIES 1998B BONDS OF INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL, INC., A RELATED 501(C)(3) ORGANIZATION, WHICH WERE ISSUED ON NOVEMBER 17, 1999.
Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2014A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006 AND SERIES 2009A BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, AND TO PAY CERTAIN EXPENSES RELATED TO THE ISSUANCE. THE SERIES 2006 AND SERIES 2009A BONDS WERE ISSUED ON MAY 31, 2006 AND DECEMBER 8, 2009, RESPECTIVELY. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006.
Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN B, SERIES 2011N BONDS: ISSUE PRICE: $221,617,127 EARNINGS: $6,941 TOTAL PROCEEDS: $221,624,068 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN D, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN B, SERIES 2019A, B AND C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326
Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES	IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/27/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

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

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
Indiana University Health Inc

Employer identification number
35-1955872

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	INDIANA FINANCE AUTHORITY	35-1602316	45471AEN8	05-05-2016	107,790,000	SERIES 2011L AND M BONDS		X		X		X
B	INDIANA FINANCE AUTHORITY	35-1602316	45471AFX5	12-07-2011	221,617,127	SERIES 2011N BONDS	X			X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X
D	INDIANA FINANCE AUTHORITY	35-1602316	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45471APJ5	02-18-2016	290,611,029	SERIES 2016A, B, AND C BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45470YEX5	07-02-2019	370,318,185	SERIES 2019A, B AND C BONDS		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	134,920,000		139,425,000		25,160,000
2 Amount of bonds legally defeased ..............			60,500,000
3 Total proceeds of issue ..................	107,790,000		221,624,068		82,344,679		314,633,314
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,641,061		2,148,553		793,499		2,122,523
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............			24,728,315
11 Other spent proceeds .............	107,790,000		194,747,200		81,551,179		312,510,791
12 Other unspent proceeds .............
13 Year of substantial completion .............	2016		2013		2014		2015
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X		X			X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........		X		X	X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........	X			X		X		X
c No rebate due? .........		X	X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Schedule K, Part I Page 1, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2011L AND M BONDS WERE ISSUED ON MAY 25, 2011 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES AND THE PURCHASE OF EQUIPMENT. A 2016 REISSUANCE OF THE INDIANA FINANCE AUTHORITY HOSPITAL REVENUE BONDS, SERIES 2011L AND 2011M OCCURRED ON MAY 5, 2016, AND WAS TREATED AS A CURRENT REFUNDING OF SUCH BONDS.
Schedule K, Part I Page 1, LINE B, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2011N BONDS WERE ISSUED IN ORDER TO REFUND THE SERIES 2011E BONDS ISSUED ON APRIL 19, 2011, REFUND THE 2011F AND G BONDS ISSUED ON MAY 5, 2011, AND TO PAY OFF A PORTION OF A TAXABLE LINE OF CREDIT, WHICH WAS USED TO PROVIDE FUNDING FOR THE PURCHASE OF EQUIPMENT. ADDITIONALLY, THE SERIES 2011N BONDS WERE USED TO PAY DOWN A TAXABLE LINE OF CREDIT USED TO PURCHASE THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON MAY 31, 2006; TO REFINANCE A TAXABLE LINE OF CREDIT USED TO REFUND THE SERIES 2006 BONDS OF INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH WERE ISSUED ON OCTOBER 26, 2006; AND TO REFUND THE SERIES 1998B BONDS OF INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL, INC., A RELATED 501(C)(3) ORGANIZATION, WHICH WERE ISSUED ON NOVEMBER 17, 1999.
Schedule K, Part I Page 1, LINE C, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2014A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006 AND SERIES 2009A BONDS OF INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION, AND TO PAY CERTAIN EXPENSES RELATED TO THE ISSUANCE. THE SERIES 2006 AND SERIES 2009A BONDS WERE ISSUED ON MAY 31, 2006 AND DECEMBER 8, 2009, RESPECTIVELY. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 1, LINE D, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2015A BONDS WERE ISSUED IN ORDER TO ADVANCE REFUND THE SERIES 2006A BONDS AS WELL AS TAXABLE BONDS, SERIES 2011J AND K, AND A TAXABLE BANK LOAN. THE SERIES 2006B BONDS WERE ISSUED ON JANUARY 24, 2006. THE SERIES 2011J AND K BONDS WERE ISSUED ON MAY 5, 2011. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.
Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2016A, B, AND C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2006B BONDS. THE SERIES 2006B BONDS WERE ISSUED ON SEPTEMBER 14, 2006.
Schedule K, Part I Page 2, LINE A, COLUMN (F) - DESCRIPTION OF PURPOSE	A MULTIPURPOSE ELECTION WAS MADE WITH RESPECT TO THE 2019ABC BONDS. THE SERIES 2019A AND B BONDS WERE ISSUED ON JULY 2, 2019 IN ORDER TO PROVIDE FUNDING FOR THE NEW CONSTRUCTION OF BUILDINGS AND STRUCTURES. THE SERIES 2019C BONDS WERE ISSUED IN ORDER TO REFUND A PORTION OF THE SERIES 2011A, 2011B, 2011C, 2011D, 2011E, 2011H, and 2011I BONDS. IF CALCULATING LINES III-4, III-5, AND III-6 FOR EACH OF THESE TWO COMPONENTS (ONE BEING 2019A AND B ("2019AB") AND ONE BEING 2019C ("2019C")), THE PERCENTAGES WOULD BE 0% with respect to 2019AB and 0% WITH RESPECT TO 2019C. THE TOTAL PROCEEDS OF THE ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS OF $1,482,141.
Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE	TOTAL PROCEEDS OF ISSUE DISCLOSED ON PART II, LINE 3 ARE SOMETIMES HIGHER THAN THE ISSUE PRICE DISCLOSED IN PART I DUE TO THE INVESTMENT EARNINGS ON THE BOND PROCEEDS: SCHEDULE K, PAGE 1, COLUMN B, SERIES 2011N BONDS: ISSUE PRICE: $221,617,127 EARNINGS: $6,941 TOTAL PROCEEDS: $221,624,068 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN D, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN B, SERIES 2019A, B AND C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326
Schedule K, Part III LINES 4, 5, AND 6 - P.B.U. PERCENTAGES	IU HEALTH GENERALLY ONLY FINANCES A PORTION OF EACH PROJECT WITH TAX-EXEMPT BONDS. FUNDS OTHER THAN TAX-EXEMPT BONDS ARE SUFFICIENT TO COVER THE AMOUNT OF ANY PRIVATE BUSINESS USE.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/27/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/01/2016
Schedule K, Part IV, Line 2c COLUMN D	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

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

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JILAINE STEVENS	SPOUSE OF IUH, INC. DIRECTOR, LARRY STEVENS	48,991	COMPENSATION FOR SERVICES		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Open to Public
Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Return Reference	Explanation
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 171,180,318 including grants of $ 0)(Revenue $ 272,026,061) PHARMACY
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 108,463,308 including grants of $ 0)(Revenue $ 172,361,208) MEMBER PREMIUM REVENUE
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 32,295,679 including grants of $ 0)(Revenue $ 192,938,773) ALL OTHER PROGRAM SERVICE REVENUE
Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIPS	CERTAIN OFFICERS, DIRECTORS OR KEY EMPLOYEES OF INDIANA UNIVERSITY HEALTH, INC. (IU HEALTH) ALSO SERVE ON THE BOARDS OR AS OFFICERS OF RELATED OR UNRELATED FOR-PROFIT ORGANIZATIONS, AS NOTED BELOW. NO ADDITIONAL COMPENSATION WAS PROVIDED TO THESE INDIVIDUALS FOR THEIR SERVICE TO RELATED ORGANIZATIONS.
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION	IU HEALTH USES A THOROUGH PROCESS TO DETERMINE THE COMPENSATION OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER, OTHER OFFICERS, AND KEY EMPLOYEES. THE PROCESS INCLUDES THE FOLLOWING: (1) THE BOARD OF DIRECTORS ("BOARD") HAS ESTABLISHED A TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE ("TMECC"), THE PURPOSE OF WHICH INCLUDES REVIEWING AND MAKING RECOMMENDATIONS REGARDING EXECUTIVE PAY AND BENEFITS (COLLECTIVELY REFERRED TO AS "COMPENSATION") ON AN ANNUAL BASIS. THE TMECC IS MADE UP OF MEMBERS OF THE BOARD THAT ARE NEITHER PHYSICIANS NOR EMPLOYEES AND DO NOT OTHERWISE HAVE A CONFLICT OF INTEREST REGARDING ANY OF IU HEALTH'S COMPENSATION ARRANGEMENTS. THE TMECC REVIEWS AN EXECUTIVE'S ENTIRE COMPENSATION PACKAGE INCLUDING BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVES, HEALTH AND WELFARE BENEFITS, QUALIFIED AND NONQUALIFIED RETIREMENT PLANS, AS WELL AS ANY ADDITIONAL FRINGE BENEFITS. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE, WHICH IS ALSO MADE UP OF MEMBERS OF THE BOARD, MAY ALSO REVIEW EXECUTIVE COMPENSATION AND BENEFITS. (2) THE TMECC ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM ON AN ANNUAL BASIS TO CONDUCT A COMPENSATION ANALYSIS FOR ITS EXECUTIVE GROUP, WHICH CONSISTS OF EMPLOYEES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. THE CURRENT COMPENSATION ADVISOR IS SULLIVANCOTTER. SULLIVANCOTTER PERFORMS ITS ANALYSIS IN THE FORM OF A COMPENSATION SURVEY ("SURVEY") THAT INCLUDES RELEVANT COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH GOVERNMENTAL AND TAX EXEMPT) FOR FUNCTIONALLY COMPARABLE POSITIONS AS WELL AS THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA. SULLIVANCOTTER THEN PREPARES A SURVEY REPORT AND PROVIDES RECOMMENDATIONS TO THE TMECC, IF DEEMED APPROPRIATE, ON CHANGES IN EXECUTIVE COMPENSATION. A SEPARATE ANALYSIS USING THE SAME METHODOLOGY IS DONE FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. (3) THE TMECC THEN REVIEWS SULLIVANCOTTER'S REPORT AND RECOMMENDATIONS AND, IF APPROPRIATE, VOTES ON WHETHER TO RECOMMEND ANY CHANGES IN EXECUTIVE COMPENSATION TO THE BOARD. THE TMECC WILL ONLY RECOMMEND CHANGES TO THE BOARD IF THEY ARE CONSISTENT WITH THE BOARD'S PHILOSOPHY ON COMPENSATION MATTERS AND ARE DEEMED REASONABLE BASED UPON THE INDEPENDENT ANALYSIS PROVIDED BY SULLIVANCOTTER. THE TMECC'S REVIEW, DISCUSSION AND VOTE ARE DOCUMENTED IN THE MINUTES FOR THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. (4) THE BOARD THEN REVIEWS THE REPORT PREPARED BY SULLIVANCOTTER AS WELL AS THE RECOMMENDATIONS OF THE TMECC AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. AS DEEMED APPROPRIATE, THE COMMITTEE ON FINANCE MAY ALSO PROVIDE ITS REVIEW OF THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. THIS REVIEW AND DISCUSSION ARE DOCUMENTED IN THE MINUTES. (5) THE BOARD THEN VOTES ON WHETHER TO ACCEPT THE TMECC'S RECOMMENDATIONS ON ANY CHANGES IN EXECUTIVE COMPENSATION. CHANGES IN EXECUTIVE COMPENSATION ARE MADE IF APPROVED BY THE TMECC AND BOARD ON AN ANNUAL BASIS, OR AS NECESSARY THROUGHOUT THE YEAR. THE DISCUSSION AND APPROVAL ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THERE ARE NO EXECUTIVES PRESENT DURING THE FINAL DISCUSSION AND APPROVAL. IU HEALTH'S GENERAL COUNSEL ALSO PREPARES A FORMAL WRITTEN OPINION REVIEWING THE EXECUTIVE COMPENSATION APPROVAL PROCESS, COMPARING IT TO THE INTERMEDIATE SANCTIONS TEST OF IRC SECTION 4958. IF WARRANTED, IU HEALTH'S GENERAL COUNSEL MAY ALSO PROVIDE COMMENTS REGARDING THE EXECUTIVE COMPENSATION APPROVAL PROCESS AS IT RELATES TO MEETING THE REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED IN THE INTERMEDIATE SANCTIONS TEST. (6) AFTER THE END OF EACH YEAR, THE TMECC AND BOARD ALSO REVIEW THE ACHIEVEMENTS OF THE EXECUTIVE GROUP AS IT RELATES TO THE LONG-TERM AND SHORT-TERM SHARED AND INDIVIDUAL GOALS DEVELOPED BY THE EXECUTIVES AND THE BOARD. THESE ACHIEVEMENTS MAY ALSO BE REVIEWED WITH THE COMMITTEE ON FINANCE. THE BOARD, AT ITS DISCRETION, MAY APPROVE BONUS PAYMENTS BASED UPON THE ACHIEVEMENT OF THE GOALS. THE DISCUSSION AND VOTE OF THE TMECC AND BOARD IS DOCUMENTED IN THE MINUTES FOR EACH SUCH MEETING. THE BONUSES ARE NOT PAID UNTIL APPROVAL IS MADE BY THE BOARD. (7) THE TMECC AND AUDIT and compliance COMMITTEE ALSO REVIEW FORM 990 DISCLOSURES RELATED TO EXECUTIVE COMPENSATION AS WELL AS THE ORGANIZATION'S PRACTICES AND APPROVAL PROCESSES PRIOR TO THE FILING OF THE FORM 990 RETURN WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	IUH ASSURANCE SPC, LTD. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, IU HEALTH RISK RETENTION GROUP, INC. JENNIFER ALVEY, MICHELLE JANNEY, ERIN LEWIS - Business relationship, CHV CAPITAL, INC. JENNIFER ALVEY, JONATHAN GOTTLIEB, M.D. - Business relationship, AMERICAN UNITED MUTUAL LIFE INSURANCE HOLDING COMPANY. J. SCOTT DAVISON, MICHAEL MCROBBIE - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents	IU Health filed Amended and Restated Articles of Incorporation and Bylaws with the Indiana Secretary of State on June 24, 2020, with significant changes as noted below: Amended and Restated Articles of Incorporation: Committee members were added to indemnity and insurance provisions as a covered group. Amended and Restated Bylaws: Committee members who are not board members are now subject to the conflict of interest requirements and obligations. Personnel and Compensation Committee is renamed Talent Management and Executive Compensation Committee. Added, "The CEO of IU Health is not a member of the Committee, as the compensation of the CEO is a subject of the Committee's deliberations and recommendations, but he/she is available to the Committee as a resource." Academic Medical Center Governance Committee is established. This committee, to be known as the "Academic Medical Center Board of Directors," will serve as the governing board of the Corporation's acute care hospital located in the City of Indianapolis, Indiana, (including the hospitals known as Methodist Hospital, Riley Hospital for Children and University Hospital) and other facilities operated under the Corporation's acute care hospital license (the "AMC"). The activities and purposes of this committee shall be consistent with and subject at all times to the Corporation's purposes and the authority of the Corporation's Board of Directors. This committee will function in a manner consistent with these Bylaws and the "Indiana University Health Academic Medical Center Bylaws," as adopted and approved, and as amended from time to time, by the Corporation's Board of Directors. Each member of this committee will be appointed, and all vacancies on this committee shall be filled, as provided in the AMC Bylaws. All governance matters related to the committee shall be as set forth in the AMC Bylaws, including but not limited to the terms of committee members, the number of committee members required to constitute a quorum at a committee meeting, the number of votes required to take action at a meeting at which a quorum is present, procedures for calling a meeting of the committee, the appointment of the committee's chair, etc. No more than twenty percent (20%) of the members of this committee shall be physicians who are providing professional services to the Corporation. It shall not be a requirement that (a) the Board Chair and the President be ex-officio members of this committee or (b) that the chair and a majority of the members of this committee be members of the Board of Directors, provided that at least one (1) member of the Board of Directors shall at all times be a member of this committee.
Form 990, Part VI, Line 6 Classes of members or stockholders	THERE SHALL BE TWO CLASSES OF MEMBERS OF THE CORPORATION. ONE CLASS, KNOWN AS THE UNIVERSITY CLASS, SHALL CONSIST OF THOSE PERSONS SERVING FROM TIME TO TIME AS THE TRUSTEES OF INDIANA UNIVERSITY. THE OTHER CLASS, KNOWN AS THE METHODIST CLASS, SHALL CONSIST OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	EXCEPT AS OTHERWISE PROVIDED IN THE ARTICLES OR BYLAWS, EACH CLASS OF MEMBERS SHALL BE ENTITLED TO ONE (1) VOTE UPON EACH QUESTION WHICH PROPERLY COMES BEFORE A MEETING OF THE MEMBERS. UNLESS OTHERWISE SPECIFIED BY LAW OR THE TRUSTEES OF INDIANA UNIVERSITY, THE VOTE OF THE UNIVERSITY CLASS SHALL BE DETERMINED BY A MAJORITY VOTE OF THE CONSTITUENTS OF THE UNIVERSITY CLASS WHO ARE PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT AND A QUORUM SHALL CONSIST OF A MAJORITY OF THE CONSTITUENTS OF THE UNIVERSITY CLASS. THE VOTE OF THE METHODIST CLASS SHALL BE DETERMINED BY A TWO-THIRDS (2/3) MAJORITY OF THE MEMBERS OF THE METHODIST HEALTH GROUP, INC. OR OTHERWISE AS SET FORTH FROM TIME TO TIME IN THE CONSTITUENT INSTRUMENTS OF THE METHODIST HEALTH GROUP, INC. BOTH MEMBER CLASSES MAY TAKE ACTION WITHOUT A MEETING IF A CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN SHALL BE APPROVED BY AT LEAST EIGHTY (80) PERCENT OF THE CONSTITUENTS OF THE RESPECTIVE MEMBER CLASS OR SUCH GREATER PERCENTAGE AS THAT MEMBER CLASS DETERMINES TO BE NECESSARY FOR APPROVAL OF AN ACTION WITHOUT A MEETING. The Corporation shall, as specified in the Articles, have fifteen (15) Directors. WITH REGARD TO THE APPOINTMENT OF THE BOARD OF DIRECTORS OF THE CORPORATION, THE DIRECTORS, EACH OF WHOM SHALL HAVE ONE VOTE, WILL BE SELECTED AS FOLLOWS: (A) EIGHT (8) AT-LARGE DIRECTORS SHALL BE JOINTLY ELECTED BY THE AFFIRMATIVE VOTE OF BOTH MEMBER CLASSES (THE "AT-LARGE DIRECTORS"). (B) TWO (2) DIRECTORS SHALL BE APPOINTED BY THE METHODIST CLASS. (C) THE PRESIDENT OF INDIANA UNIVERSITY, THE DEAN OF INDIANA UNIVERSITY SCHOOL OF MEDICINE (THE "DEAN"), AND THE CHAIR OF THE IU BOARD OF TRUSTEES OR ANOTHER IU TRUSTEE DESIGNATED BY THE CHAIR OF THE BOARD OF TRUSTEES, SHALL EACH BE A STANDING DIRECTOR OF THE UNIVERSITY CLASS, REFERRED TO COLLECTIVELY AS "UNIVERSITY STANDING DIRECTORS". (D) THE BISHOP OF THE INDIANA AREA OF THE UNITED METHODIST CHURCH (THE "BISHOP") SHALL BE AN EX OFFICIO DIRECTOR. IF THE BISHOP DETERMINES THAT HE/SHE IS UNABLE TO SERVE AS DIRECTOR FOR AN UPCOMING YEAR, THE BISHOP MAY NAME A DESIGNEE TO SERVE AS A DIRECTOR BY PROVIDING NOTIFICATION OF SUCH DESIGNEE TO THE CORPORATION AT OR BEFORE THE ANNUAL MEETING OF THE CORPORATION. DIRECTORS NAMED IN (B) AND (D) ABOVE ARE REFERRED TO COLLECTIVELY HAS "METHODIST STANDING DIRECTORS. " (E) THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION (THE "PRESIDENT") SHALL BE AN EX OFFICIO DIRECTOR. NO MORE THAN TWENTY PERCENT (20%) OF THE DIRECTORS SHALL BE PHYSICIANS WHO ARE PROVIDING PROFESSIONAL SERVICES TO THE CORPORATION.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE UNIVERSITY CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE, LEASE, TRANSFER OR OTHER ALIENATION OF THE INDIANA UNIVERSITY HOSPITALS REAL PROPERTY, AS DEFINED IN THE DEFINITIVE AGREEMENT, INCLUDING ANY ASSIGNMENT OF THE UNIVERSITY HOSPITALS LEASE BY AND BETWEEN THE TRUSTEES OF INDIANA UNIVERSITY AND THE CORPORATION, EXCEPT AS OTHERWISE AUTHORIZED BY RESOLUTION OR AGREEMENT OF THE TRUSTEES OF INDIANA UNIVERSITY. (B) ANY PROPOSAL BY THE CORPORATION WHICH CONFLICTS WITH THE FOLLOWING PRINCIPLE: THE CORPORATION WILL CONTINUE TO MAKE ALL PATIENTS AVAILABLE FOR MEDICAL EDUCATION UNLESS OTHERWISE REQUESTED BY THE PATIENT OR HIS/HER FAMILY, AS THE MAJOR CLINICAL TEACHING RESOURCE FOR THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. (C) ANY CHANGE IN THE FORMULA USED TO CALCULATE THE AMOUNT OF SUPPORT PROVIDED TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, AS REFERENCED IN THE ARTICLES OF INCORPORATION. (D) ANY PROPOSED ACTION REGARDING THE OPERATION OF INDIANA UNIVERSITY HOSPITALS, INCLUDING THE JAMES WHITCOMB RILEY HOSPITAL FOR CHILDREN, WHICH WOULD CONFLICT WITH OR BE CONTRARY TO THE REQUIREMENTS SET FORTH IN THE TRUSTEES RESOLUTIONS. (E) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL OR OTHER REORGANIZATION OF THE CORPORATION. (F) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION (G) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (H) ANY REVISION TO, OR MODIFICATION OR REVOCATION OF THE CORE VALUES. (I) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (J) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT. NOTWITHSTANDING ANY OTHER PROVISIONS OF THE ARTICLES OF INCORPORATION, THE FOLLOWING MATTERS REQUIRE THE APPROVAL OF THE METHODIST CLASS PRIOR TO IMPLEMENTATION: (A) ANY SALE OR OTHER ALIENATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR OPERATIONS OF THE CORPORATION, AND ANY MERGER, CONSOLIDATION, CHANGE OF VOTING CONTROL, OR OTHER REORGANIZATION OF THE CORPORATION. (B) AMENDMENT, ALTERATION OR REPEAL OF THE ARTICLES OF INCORPORATION. (C) ANY DISSOLUTION OF THE CORPORATION, EXCEPT AS OTHERWISE REQUIRED BY LAW. (D) ANY REVISIONS TO, OR MODIFICATIONS OR REVOCATION OF THE CORE VALUES. (E) ANY TRANSFER OF THE MEMBERSHIP OF EITHER OF THE MEMBER CLASSES. (F) ANY AMENDMENT TO THE DEFINITIVE AGREEMENT.
Form 990, Part VI, Line 11b Review of form 990 by governing body	A THOROUGH PROCESS WAS USED BY IU HEALTH TO REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO ITS FILING. THE BOARD OF DIRECTORS' COMMITTEE ON VALUES, ETHICS, SOCIAL RESPONSIBILITY, AND PASTORAL SERVICES REVIEWED THE FOLLOWING SECTION OF THE FORM 990: 1. SCHEDULE H - HOSPITALS THE BOARD OF DIRECTORS' COMMITTEE ON Talent Management and Executive Compensation REVIEWED THE FOLLOWING SECTIONS OF THE FORM 990 1. PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE 2. PART VII - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS 3. SCHEDULE J - COMPENSATION INFORMATION THE BOARD OF DIRECTORS' AUDIT and compliance COMMITTEE WAS ALSO PROVIDED WITH A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW. AFTER THE REVIEW FROM THE AFOREMENTIONED COMMITTEES, A COMPLETE COPY OF THE FORM 990 AND RELATED SCHEDULES WAS MADE AVAILABLE TO EACH BOARD MEMBER ON A SECURE INTRANET SITE. EACH MEMBER WAS ALSO INFORMED OF THE AVAILABILITY OF THE TAX DEPARTMENT TO ANSWER ANY QUESTIONS.
Form 990, Part VI, Line 12c Conflict of interest policy	ALL IU HEALTH EMPLOYEES, ASSOCIATES, COLLEAGUES AND CONTRACTED PERSONNEL, INCLUDING EMPLOYED PHYSICIANS AND PAID MEDICAL DIRECTORS ("IU HEALTH REPRESENTATIVES") ARE COVERED BY AND SUBJECT TO ITS CONFLICT OF INTEREST POLICY. IU HEALTH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE FOLLOWING PROCEDURES: (A) ON AN ANNUAL BASIS, EACH IU HEALTH REPRESENTATIVE AT THE LEVEL OF MANAGER OR ABOVE, TOGETHER WITH EVERY OTHER PERSON DESIGNATED BY THE CORPORATE COMPLIANCE DEPARTMENT ("DEPARTMENT"), MUST COMPLETE, SIGN AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE ("QUESTIONNAIRE") TO THE DEPARTMENT. GOVERNING BOARD MEMBERS, COMMITTEE MEMBERS, CORPORATE OFFICERS, MEDICAL STAFF AND RESEARCHERS MUST COMPLY WITH THE ADMINISTRATIVE REQUIREMENTS NOTED IN THE RESPECTIVE POLICIES AND PROCEDURES RELATIVE TO THOSE AREAS. (B) AN IU HEALTH REPRESENTATIVE MUST SUPPLEMENT A QUESTIONNAIRE IN WRITING, IF AFTER COMPLETION OF THE ORIGINAL QUESTIONNAIRE, A SITUATION ARISES, OR MAY REASONABLY BE EXPECTED TO ARISE, THAT WOULD CHANGE ANY ANSWER OR INFORMATION ON THE ORIGINAL QUESTIONNAIRE IF THE SITUATION HAD EXISTED OR BEEN ANTICIPATED AT THE TIME OF COMPLETION OF THE ORIGINAL QUESTIONNAIRE. (C) IF A FULLY AND PROPERLY COMPLETED QUESTIONNAIRE REVEALS FACTS OR OTHER INFORMATION THAT MIGHT REASONABLY INDICATE A CONFLICT OF INTEREST OR VIOLATION OF THE POLICY, THE IU HEALTH REPRESENTATIVE COMPLETING THE QUESTIONNAIRE MUST SECURE APPROVAL BY HIS/HER SUPERVISOR, EVIDENCED IN WRITING. (D) THE DEPARTMENT WILL REVIEW EACH QUESTIONNAIRE AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, WHETHER AND HOW IT SHOULD OR MAY BE ELIMINATED, AVOIDED OR MANAGED IN ORDER TO COMPLY WITH THE SPIRIT OF THE POLICY AND WITH THE BEST INTERESTS OF IU HEALTH AND ITS PATIENTS. IN MAKING THE DETERMINATION, THE CORPORATE COMPLIANCE DEPARTMENT MAY CONSULT WITH THE IU HEALTH REPRESENTATIVE'S SUPERVISOR AND OTHER APPROPRIATE INDIVIDUALS AND GROUPS. (E) THE SCOPE OF THE POLICY IS NOT LIMITED TO THOSE WHO ARE REQUIRED TO COMPLETE QUESTIONNAIRES. IF AN IU HEALTH REPRESENTATIVE IS INVOLVED IN A SITUATION OR RELATIONSHIP THAT WOULD CONSTITUTE A VIOLATION OF THE POLICY IN THE ABSENCE OF DISCLOSURE AND APPROVAL AS DESCRIBED ABOVE, THEN THE IU HEALTH REPRESENTATIVE MUST DISCLOSE THE MATTER TO HIS/HER SUPERVISOR, SECURE HIS/HER SUPERVISOR'S APPROVAL IN WRITING, AND DISCLOSE THE MATTER TO THE DEPARTMENT. OTHERWISE, THE IU HEALTH REPRESENTATIVE IS IN VIOLATION OF THE POLICY AND SUBJECT TO CORRECTIVE ACTION, UP TO AND INCLUDING TERMINATION. (F) THE CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH ONSITE COMPLIANCE PERSONNEL, MAY FROM TIME TO TIME APPOINT STANDING OR AD HOC COMMITTEES TO ASSIST IN RESOLVING ISSUES THAT ARISE UNDER PROVISIONS OF THE POLICY.
Form 990, Part VI, Line 19 Required documents available to the public	IU HEALTH'S ARTICLES OF INCORPORATION ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH THE INDIANA SECRETARY OF STATE'S WEBSITE. IU HEALTH'S CONFLICT OF INTEREST PROCEDURES ARE DISCLOSED ON FORM 990, SCHEDULE O. IU HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION THROUGH ITS BOND FILINGS AND AS AN ATTACHMENT TO THE FORM 990.
Form 990, Part VIII, Line 2f Other Program Service Revenue	- Total Revenue: XXX-XX-XXXX, Related or Exempt Function Revenue: XXX-XX-XXXX, Unrelated Business Revenue: -6921778, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	- Total Revenue: 49355764, Related or Exempt Function Revenue: , Unrelated Business Revenue: 1105885, Revenue Excluded from Tax Under Sections 512, 513, or 514: 48249879;
Form 990, Part IX, Line 11g Other Fees	SHARED SERVICES - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 28603516, Fundraising Expenses: 0; INFORMATION SERVICES - Total Expense: 51808487, Program Service Expense: 5677008, Management and General Expenses: 46131479, Fundraising Expenses: 0; CONTRACT SERVICES - Total Expense: 40529091, Program Service Expense: 22699941, Management and General Expenses: 17792044, Fundraising Expenses: 37106; COLLECTION FEES - Total Expense: 9113167, Program Service Expense: 0, Management and General Expenses: 9113167, Fundraising Expenses: 0; OTHER PROFESSIONAL FEES - Total Expense: 33976033, Program Service Expense: 5800656, Management and General Expenses: 28062201, Fundraising Expenses: 113176; FEES - PHYSICIAN ADMIN - Total Expense: 1167776, Program Service Expense: 0, Management and General Expenses: 1167776, Fundraising Expenses: 0; FEES - REFERENCE LAB - Total Expense: 16630689, Program Service Expense: 16630689, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER FEES - Total Expense: 63425307, Program Service Expense: 40149105, Management and General Expenses: 23053006, Fundraising Expenses: 223196;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	EQUITY TRANSFER (SETTLEMENT OF DEBT/RESERVE): - -XXX-XX-XXXX; INCOME/(LOSS) - RELATED 501(C)(3) ORGANIZATIONS: - 175542; MARK-TO-MARKET ON INTEREST RATE SWAPS: - 30516997; CHANGE IN PENSION OBLIGATION: - XXX-XX-XXXX; Investment in dissolved related organizations - -7573906;

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- 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

2020

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) IU HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 80-0141954	MANAGEMENT	IN	6,001,814	0	IUH
(2) IUH POPULATION HEALTH MANAGEMENT LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 46-3913461	HEALTHCARE	IN	32,098,166	40,882,374	IUH
(3) ONCOLOGY AND HEMATOLOGY ASSOCIATES LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1348013	HEALTHCARE	IN	0	0	IUH
(4) 1402 CAPITOL PARTNERS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 83-4187736	REAL ESTATE	IN	0	0	IUH
(5) 1234 CAPITOL PARTNERS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 83-4053020	REAL ESTATE	IN	0	0	IUH
(6) Cumberland Avenue Associates LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1955872	Real Estate	IN	0	0	IUH

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)INDIANA HEALTH INFO EXCHANGE INC 846 N SENATE AVE INDIANAPOLIS,IN46202 36-4550324	HEALTHCARE	IN	501(c)(3)	Type I	NA		No
(2)IU HEALTH BALL MEMORIAL PHYSICIANS INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1925641	HEALTHCARE	IN	501(c)(3)	10	IUHBMH	Yes
(3)IU HEALTH ARNETT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 26-3162145	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(4)IU HEALTH BMH FOUNDATION INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 31-1111784	FUNDRAISING	IN	501(c)(3)	Type I	IUHBMH	Yes
(5)IU HEALTH BALL MEMORIAL HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-0867958	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(6)IU HEALTH JAY INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 82-2736786	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(7)IU HEALTH BEDFORD INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 23-7042323	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(8)IU HEALTH BLOOMINGTON INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1720796	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(9)IU HEALTH CARE ASSOCIATES INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1747218	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(10)INDIANA UNIVERSITY HEALTH FOUNDATION INC 1633 N CAPITOL AVE SUITE 1200 INDIANAPOLIS,IN46202 35-6043086	FUNDRAISING	IN	501(c)(3)	Type I	IUH	Yes
(11)IU HEALTH FRANKFORT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 81-5174295	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(12)METHODIST HEALTH GROUP INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 35-0876390	HEALTHCARE	IN	501(c)(3)	Type III-FI	NA		No
(13)IU HEALTH MORGAN INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 27-3533027	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(14)IU HEALTH NORTH HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1932442	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(15)IU HEALTH PAOLI INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-2090919	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(16)IU HEALTH PLANS NFP INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 46-3803873	INSURANCE	IN	501(c)(4)		IUH	Yes
(17)IU HEALTH TIPTON HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 26-2772226	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(18)IU HEALTH WEST HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1814660	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(19)IU HEALTH WHITE MEMORIAL HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 27-3532963	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(20)IU MEDICAL GROUP FOUNDATION INC 340 W 10TH ST NO FS5100 INDIANAPOLIS,IN46202 20-1093251	FUNDRAISING	IN	501(c)(3)	Type I	NA		No
(21)IUHLP LIQUIDATION INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 35-1125434	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(22)MDWISE MARKETPLACE INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 46-5270582	INSURANCE	IN	501(c)(4)		IUH	Yes
(23)MDWISE NETWORK INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 47-2619552	INSURANCE	IN	501(c)(4)		IUH	Yes
(24)METHODIST OCCUP HEALTH CENTERS INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1844176	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(25)RILEY CHEER GUILD INC 705 RILEY HOSPITAL DR INDIANAPOLIS,IN46202 35-6018517	FUNDRAISING	IN	501(c)(3)	Type III-FI	NA		No
(26)UNIVERSITY FAMILY PHYSICIANS INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 23-7427350	HEALTHCARE	IN	501(c)(3)	10	IUHCA	Yes
(27)CLARIAN TRANSPLANT INSTITUTE INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 13-4350599	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(28)IU HEALTH BLACKFORD HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 01-0646166	HEALTHCARE	IN	501(c)(3)	3	IUHBMH	Yes
(29)16 Tech Community Corporation 1220 Waterway Blvd Indianapolis,IN46202 81-0853467	Economic Development	IN	501(c)(3)	Type I	NA		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) BELTWAY SURGERY CENTERS LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 35-2072586	HEALTHCARE	IN	NA
(2) BOSC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-4147343	HEALTHCARE	IN	IUH	Related	681,664	2,703,769		No	0	Yes		51 %
(3) BSC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-2314634	HEALTHCARE	IN	IUH	Related	32,871,683	46,327,008		No	0	Yes		51 %
(4) CHV FUND I LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 26-2523206	VENTURE CAPITAL	IN	IUH	Excluded	2,622	0	Yes		0		No	100 %
(5) CHV FUND II MANAGEMENT LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 37-1717823	VENTURE CAPITAL	IN	NA
(6) CHV FUND II LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 80-0902337	VENTURE CAPITAL	IN	IUH	Excluded	8,026,918	0	Yes		0		No	100 %
(7) CHV FUND MANAGEMENT LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 26-2523151	VENTURE CAPITAL	IN	NA
(8) EAGLE HIGH SURG CENTER LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 35-2259204	HEALTHCARE	IN	NA
(9) EHSC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-4147879	HEALTHCARE	IN	IUH	Related	0	0		No	0		No	51 %
(10) EWASC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 47-3087761	HEALTHCARE	IN	IUH	Related	0	0		No	0	Yes		51 %
(11) HEALTH VENTURE MANAGEMENT LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 20-5740218	MANAGEMENT	IN	IUH	Unrelated	2,972,061	7,900,232		No	2,219,280		No	99 %
(12) IEC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-4148032	HEALTHCARE	IN	IUH	Related	2,466,847	3,209,273		No	0	Yes		51 %
(13) INDIANA ENDOSCOPY CENTERS LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 20-8398421	HEALTHCARE	IN	NA
(14) IUH EWA SURGERY CTR LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 47-3102482	HEALTHCARE	IN	NA
(15) IUH SAXONY SURGERY CTR LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-5271091	HEALTHCARE	IN	NA
(16) ROC SURGERY LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-1497960	HEALTHCARE	IN	NA
(17) ROCS HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-4148369	HEALTHCARE	IN	IUH	Related	2,247,615	2,055,212		No	0	Yes		51 %
(18) SENATE ST SURGERY CENTER LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 42-1709357	HEALTHCARE	IN	NA
(19) SSC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 46-4472887	HEALTHCARE	IN	IUH	Related	0	0		No	0	Yes		51 %
(20) SSSC HOLDINGS LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 45-4148167	HEALTHCARE	IN	IUH	Related	2,115,832	2,779,413		No	0	Yes		51 %
(21) IU HEALTH FORT WAYNE LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 83-1224627	HEALTHCARE	IN	IUH	Related		22,228,247		No	0	Yes		67.3 %
(22) BALL OUTPATIENT SUR CTR LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-0275794	HEALTHCARE	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	(h) Percentage ownership	Yes	No
(1) CERBERUS RESIDENTIAL OPPORT INST LTD 190 ELGIN AVENUE GEORGE TOWN,GRAND CAYMAN CJ	INVESTMENTS	CJ	IUH	C Corporation	108,975	56,236,578	75.50 %	Yes
(2) CHV CAPITAL INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 26-0752507	VENTURE CAPITAL	IN	IUH	C Corporation	16,180	0	0 %	Yes
(3) IU HEALTH 457(B) PLAN 1100 N MARKET ST WILMINGTON,DE19890 47-6948347	INVESTMENTS	IN	IUH	Trust	1,225,256	53,418,350	100 %	Yes
(4) IU HEALTH ACO INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 45-4421020	HEALTHCARE	IN	IUH	C Corporation	26,527,016	36,391,943	100 %	Yes
(5) IU HEALTH BOARD DESIGNATED TRUST 400 HOWARD ST SAN FRANCISCO,CA94105 30-6309021	INVESTMENTS	IN	IUH	Trust	17,629,205	417,047,728	100 %	Yes
(6) IU HEALTH NTGI S&P500 FUND CF PO BOX 804358 CHICAGO,IL60680 30-6298263	INVESTMENTS	IN	IUH	Trust	2,809,655	0	0 %	Yes
(7) IU HEALTH PLANS HOLDING COMPANY INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 46-3794815	INSURANCE	IN	IUH	C Corporation	62,785,460	36,106,217	100 %	Yes
(8) IU HEALTH PLANS INSURANCE COMPANY 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 81-1097215	INSURANCE	IN	NA	C Corporation				Yes
(9) IU HEALTH PLANS INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 26-2127080	HMO	IN	NA	C Corporation				Yes
(10) IU HEALTH RISK PURCHASING GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 26-0202446	INSURANCE	IN	IUH	C Corporation	0	10,554	100 %	Yes
(11) IU HEALTH RISK RETENTION GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 20-1107674	INSURANCE	SC	IUH	C Corporation	210,458	65,959,807	98 %	Yes
(12) IUH ASSURANCE SPC LTD PO BOX 69 SOLARIS AVE CAMANA BAY GRAND CAYMAN CJ 98-0395429	INSURANCE	CJ	IUH	C Corporation	21,057,519	130,137,328	100 %	Yes
(13) PROTEUO FUND LP PO BOX 31106 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ 98-1075227	INVESTMENTS	CJ	IUH	C Corporation	14,060,342	246,533,931	100 %	Yes
(14) BMH MEDICAL PAVILION ASSOCIATION INC 2525 W UNIVERSITY AVE MUNCIE,IN47303 35-1858408	CONDO MANAGEMENT	IN	NA	C Corporation				Yes
(15) University Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 20-2981280	Physician Services	IN	NA	C Corporation				Yes
(16) Pediatric Surgical Associates Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2122922	Physician Services	IN	NA	C Corporation				Yes
(17) Cardiothoracic Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1416173	Physician Services	IN	NA	C Corporation				Yes
(18) University Vascular Surgery Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1832370	Physician Services	IN	NA	C Corporation				Yes

Schedule R (Form 990) 2020

Page 3

Part V

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

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

Yes

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

Yes

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

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

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

Yes

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

Yes

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) IU HEALTH FRANKFORT HOSPITAL INC	A	192,059	FMV
(2) IU HEALTH TIPTON HOSPITAL INC	A	657,308	FMV
(3) IU HEALTH WHITE MEMORIAL HOSPITAL INC	A	997,256	FMV
(4) IU HEALTH FOUNDATION INC	B	5,408,500	FMV
(5) IU HEALTH FOUNDATION INC	C	8,568,873	FMV
(6) IU HEALTH ARNETT INC	J	455,649	FMV
(7) BELTWAY SURGERY CENTERS LLC	J	676,347	FMV
(8) IU HEALTH PLANS INC	J	129,215	FMV
(9) IU HEALTH CARE ASSOCIATES INC	J	6,347,706	FMV
(10) IU HEALTH PLANS NFP INC	J	216,363	FMV
(11) IU HEALTH NORTH HOSPITAL INC	J	2,022,553	FMV
(12) ROC SURGERY LLC	J	598,392	FMV
(13) IU HEALTH TIPTON HOSPITAL INC	J	207,425	FMV
(14) IU HEALTH WEST HOSPITAL INC	J	569,260	FMV
(15) IU HEALTH BALL MEMORIAL HOSPITAL INC	K	301,309	FMV
(16) IU HEALTH FORT WAYNE LLC	K	67,904	FMV
(17) IU HEALTH CARE ASSOCIATES INC	K	69,168	FMV
(18) IU HEALTH NORTH HOSPITAL INC	K	716,259	FMV
(19) IU HEALTH ACO INC	L	320,906	FMV
(20) IU HEALTH ARNETT INC	L	77,610,452	FMV
(21) IU HEALTH BEDFORD INC	L	12,349,884	FMV
(22) IU HEALTH BLACKFORD INC	L	3,847,968	FMV
(23) IU HEALTH BALL MEMORIAL HOSPITAL INC	L	66,179,264	FMV
(24) IU HEALTH BALL MEMORIAL PHYSICIANS INC	L	13,942,382	FMV
(25) BALL OUTPATIENT SURGERY CENTER LLC	L	798,190	FMV
(26) BELTWAY SURGERY CENTER LLC	L	5,305,089	FMV
(27) IU HEALTH BLOOMINGTON INC	L	70,851,997	FMV
(28) EAGLE HIGHLANDS SURGERY CENTER LLC	L	1,317,878	FMV
(29) IU HEALTH EAST WASH SURG CTR LLC	L	420,116	FMV
(30) IU HEALTH FRANKFORT HOSPITAL INC	L	5,791,530	FMV
(31) IU HEALTH FORT WAYNE LLC	L	1,114,617	FMV
(32) INDIANA UNIVERSITY HEALTH PLANS INC	L	1,083,894	FMV
(33) HEALTH VENTURE MANAGEMENT LLC	L	94,053	FMV
(34) INDIANA ENDOSCOPY CENTERS LLC	L	680,272	FMV
(35) IU HEALTH CARE ASSOCIATES INC	L	151,798,028	FMV
(36) IU HEALTH JAY INC	L	8,255,620	FMV
(37) METHODIST OCCUPATIONAL HEALTH CENTERS INC	L	409,548	FMV
(38) IU HEALTH PLANS NFP INC	L	1,722,547	FMV
(39) IU HEALTH NORTH HOSPITAL INC	L	36,881,165	FMV
(40) IU HEALTH PAOLI INC	L	5,938,623	FMV
(41) ROC SURGERY LLC	L	1,114,433	FMV
(42) IU HEALTH RISK RETENTION GROUP INC	L	2,370,444	FMV
(43) IU HEALTH SAXONY SURGERY CENTER LLC	L	828,699	FMV
(44) SENATE STREET SURGERY CENTER LLC	L	728,120	FMV
(45) IU HEALTH TIPTON HOSPITAL INC	L	7,295,960	FMV
(46) IU HEALTH WEST HOSPITAL INC	L	38,141,392	FMV
(47) IU HEALTH WHITE MEMORIAL HOSPITAL INC	L	5,927,131	FMV
(48) IU HEALTH ARNETT INC	M	191,030	FMV
(49) IU HEALTH BALL MEMORIAL PHYSICIANS	M	76,850	FMV
(50) IU HEALTH BLOOMINGTON INC	M	2,340,397	FMV
(51) HEALTH VENTURE MANAGEMENT LLC	M	4,395,327	FMV
(52) IU HEALTH CARE ASSOCIATES INC	M	152,906,908	FMV
(53) METHODIST OCCUPATIONAL HEALTH CENTERS INC	M	2,040,893	FMV
(54) IU HEALTH NORTH HOSPITAL INC	M	366,932	FMV
(55) IU HEALTH ARNETT INC	O	266,496	FMV
(56) IU HEALTH BEDFORD INC	O	62,822	FMV
(57) IU HEALTH BALL MEMORIAL HOSPITAL INC	O	354,900	FMV
(58) IU HEALTH BALL MEMORIAL PHYSICIANS	O	150,109	FMV
(59) BALL OUTPATIENT SURGERY CENTER LLC	O	68,824	FMV
(60) IU HEALTH BLOOMINGTON INC	O	1,177,966	FMV
(61) IUH ASSURANCE SPC LTD	O	550,000	FMV
(62) IU HEALTH TIPTON HOSPITAL INC	O	135,689	FMV
(63) IU HEALTH CARE ASSOCIATES INC	O	6,028,761	FMV
(64) IU HEALTH NORTH HOSPITAL INC	O	1,417,943	FMV
(65) IU HEALTH WHITE MEMORIAL HOSPITAL INC	O	106,912	FMV
(66) IUH ASSURANCE SPC LTD	R	4,438,413	FMV
(67) IU HEALTH RISK RETENTION GROUP INC	R	7,880,983	FMV
(68) BOSC HOLDINGS LLC	S	1,199,520	FMV
(69) BSC HOLDINGS LLC	S	31,475,582	FMV
(70) IEC HOLDINGS LLC	S	2,958,638	FMV
(71) ROCS HOLDINGS LLC	S	2,463,300	FMV
(72) SSSC HOLDINGS LLC	S	2,771,442	FMV
(73) IU HEALTH BMH FOUNDATION INC	B	10,000,000	FMV

Schedule R (Form 990) 2020

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2020

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) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

1	Briefly describe the organization’s mission or most significant activities: lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	21,542
6	Total number of volunteers (estimate if necessary) .............	6	1,524
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	44,535,392
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	322,267

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	20,606,319	16,895,945
9	Program service revenue (Part VIII, line 2g) .........	3,914,132,333	4,169,899,046
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	174,679,910	609,261,101
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	55,316,150	59,144,893
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,164,734,712	4,855,200,985
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	159,582,650	31,354,681
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,342,602,210	1,386,705,109
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 6,801,607
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,095,859,334	2,368,456,210
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,598,044,194	3,786,516,000
19	Revenue less expenses. Subtract line 18 from line 12.......	566,690,518	1,068,684,985
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	9,596,487,824	9,886,779,945
21	Total liabilities (Part X, line 26).............	4,264,793,540	3,567,439,747
22	Net assets or fund balances. Subtract line 21 from line 20.....	5,331,694,284	6,319,340,198

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,573,104,327 including grants of $ 31,354,681 ) (Revenue $ 2,358,234,436 )
	INDIANA UNIVERSITY HEALTH, INC. ("IU HEALTH") IS AN ACADEMIC HEALTH CENTER COMPRISED OF IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (TOGETHER REFERRED TO AS "IU HEALTH ACADEMIC HEALTH CENTER"), IU HEALTH SAXONY HOSPITAL, AND IU HEALTH MORGAN. IT ALSO OFFERS PHARMACY, HOME CARE, OUTPATIENT, AND EMERGENCY TRANSPORT SERVICES THROUGHOUT THE CENTRAL INDIANA AREA. IU HEALTH INCORPORATES A UNIQUE PARTNERSHIP WITH INDIANA UNIVERSITY SCHOOL OF MEDICINE ("IU SCHOOL OF MEDICINE"), ONE OF THE NATION'S LEADING MEDICAL SCHOOLS, TO GIVE PATIENTS ACCESS TO INNOVATIVE TREATMENTS AND THERAPIES, ALL WITHOUT REGARD TO THEIR ABILITY TO PAY. IU HEALTH IS ALSO THE PARENT ORGANIZATION OF THE IU HEALTH SYSTEM, INDIANA'S MOST COMPREHENSIVE HEALTH CARE SYSTEM. IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS IU HEALTH METHODIST AND IU HEALTH UNIVERSITY HOSPITALS, LOCATED IN INDIANAPOLIS, INDIANA, ARE A 1,025-BED ADULT ACADEMIC HEALTH CENTER IN PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL ARE DESIGNATED AS MAGNET HOSPITALS, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH UNIVERSITY HOSPITAL IS A LEADING ACADEMIC MEDICAL CENTER WITH A COMMITMENT TO DISSEMINATING RESEARCH FINDINGS WHILE IMPROVING THE QUALITY OF LIFE FOR PEOPLE ON A LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL BASIS. IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL BOTH SERVE AN ADULT POPULATION. THESE HOSPITALS LEAD THE WAY IN COMMUNITY BENEFIT INITIATIVES. A SUBSTANTIAL PIECE OF COMMUNITY BENEFIT IS PROVIDING EXCELLENT CARE TO PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH RILEY HOSPITAL FOR CHILDREN AT IU HEALTH, LOCATED IN INDIANAPOLIS, INDIANA, IS A 276-BED CHILDREN'S HOSPITAL THAT IS INDIANA'S LARGEST AND MOST COMPREHENSIVE PEDIATRIC HOSPITAL. IT IS REGULARLY RANKED AMONG THE TOP CHILDREN'S HOSPITALS IN THE COUNTY BY U.S. NEWS & WORLD REPORT'S BEST CHILDREN'S HOSPITALS. IN ADDITION TO CLINICAL EXPERTISE, RILEY HOSPITAL FOR CHILDREN AT IU HEALTH'S PARTNERSHIP WITH THE IU SCHOOL OF MEDICINE ENSURES THAT PATIENTS HAVE ACCESS TO THE MOST INNOVATIVE TREATMENTS AND THE LATEST RESEARCH AND TECHNOLOGY. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH PROVIDES COMPREHENSIVE, FAMILY-CENTERED CARE TO MORE THAN 250,000 CHILDREN ANNUALLY THROUGH ITS STATEWIDE PRIMARY AND SPECIALTY CARE OFFICES, AND INPATIENT AND OUTPATIENT SERVICES AT ITS FLAGSHIP HOSPITAL. PEDIATRIC PATIENTS AND THEIR FAMILIES TRAVEL FROM ALL 92 INDIANA COUNTIES, THE REGION AND THE WORLD TO ACCESS THE NATIONALLY RECOGNIZED CLINICAL PROGRAMS OF RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. RILEY HOSPITAL FOR CHILDREN AT IU HEALTH IS ALSO DESIGNATED AS A MAGNET HOSPITAL, RECOGNIZED FOR EXCELLENCE IN NURSING SERVICES AND HIGH-QUALITY CLINICAL OUTCOMES FOR PATIENTS. IU HEALTH SAXONY HOSPITAL IU HEALTH SAXONY HOSPITAL, LOCATED IN FISHERS, INDIANA, IS A 32-BED SPECIALTY CARE HOSPITAL PRIMARILY FOCUSING ON SURGICAL SERVICES FOR CARDIOVASCULAR AND ORTHOPEDICS. IT OPENED IN 2011 AND INCLUDES SIX OPERATING ROOMS, A FULL EMERGENCY DEPARTMENT, A HELIPAD FOR MEDICAL TRANSPORT AND A MEDICAL OFFICE COMPLEX. IU HEALTH SAXONY HOSPITAL IS ALSO HOME TO THE INDIANA UNIVERSITY HEALTH HIP AND KNEE CENTER. HERE, THE TEAM OF FELLOWSHIP TRAINED SURGEONS PERFORM MORE HIP AND KNEE REPLACEMENTS THAN ANY OTHER IU HEALTH FACILITY IN THE STATE. IU HEALTH MORGAN IU HEALTH MORGAN, AN OUTPATIENT DEPARTMENT OF THE IU HEALTH ACADEMIC HEALTH CENTER LOCATED IN MARTINSVILLE, INDIANA, OFFERS COVERAGE IN ADULT AND PEDIATRIC CARE; SPECIALTY CARE; EMERGENCY AND URGENT CARE; DIAGNOSTIC IMAGING INCLUDING 3D MAMMOGRAPHY; LAB TESTING; OUTPATIENT SURGICAL SERVICES; CANCER CARE, INCLUDING MEDICAL AND RADIATION ONCOLOGY; CARDIAC, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES; SLEEP LAB; AND COMMUNITY HEALTH AND WELLNESS, INCLUDING MEDICAL NUTRITION THERAPY AND DIABETES CARE.

4b	(Code: ) (Expenses $ 379,879,436 including grants of $ 0 ) (Revenue $ 603,673,997 )
	The laboratories of IU Health offer some of the most comprehensive laboratory services in Indiana. Open 24 hours a day, seven days a week, the laboratories perform more than 19 million tests a year. In addition to IU Health, laboratory testing services are provided to hospitals and physicians across the country.

4c	(Code: ) (Expenses $ 360,217,473 including grants of $ 0 ) (Revenue $ 572,428,780 )
	AS THE PARENT OF THE INDIANA UNIVERSITY HEALTH SYSTEM, IU HEALTH FACILITATES EFFORTS AND SHARED SERVICES ON BEHALF OF AND FOR THE BENEFIT OF IU Health AND ITS AFFILIATES. CERTAIN COSTS RELATED TO PROVIDING THESE SHARED SERVICES ARE ALLOCATED OUT OR CHARGED TO THE AFFILIATES. FACILITATING THESE EFFORTS AND SERVICES ALLOWS IU Health AND ITS AFFILIATES TO BETTER CARRY OUT THEIR EXEMPT FUNCTIONS BY REDUCING COSTS, HAVING STANDARDIZED PRACTICES AND PROCEDURES, AND CREATING ECONOMIES OF SCALE.

	(Code: ) (Expenses $ 171,180,318 including grants of $ 0 ) (Revenue $ 272,026,061 )
	PHARMACY

	(Code: ) (Expenses $ 108,463,308 including grants of $ 0 ) (Revenue $ 172,361,208 )
	MEMBER PREMIUM REVENUE

	(Code: ) (Expenses $ 32,295,679 including grants of $ 0 ) (Revenue $ 192,938,773 )
	ALL OTHER PROGRAM SERVICE REVENUE

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 311,939,305 including grants of $ ) (Revenue $ 637,326,042 )
4e	Total program service expenses2,625,140,541

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	18,064,330	3,009,705	2,384,655

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	8,568,873
e	Government grants (contributions)		1e	7,590,180

f	All other contributions, gifts, grants, and similar amounts not included above		1f	736,892

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		16,895,945

		Business Code
2a	NET PATIENT SERVICE REVENUE	622110	2,358,234,436	2,358,234,436
b	REFERENCE LABORATORY	621500	603,673,997	594,042,731	9,631,266
c	MEMBER PREMIUM REVENUE	541900	172,361,208	172,361,208
d	SHARED SERVICES	900099	572,428,780	560,799,398	11,629,382
e	PHARMACY	446110	272,026,061	244,444,296	27,581,765
f	All other program service revenue.		191,174,564	198,096,342	-6,921,778	0
g	Total. Add lines 2a–2f .....		4,169,899,046

3 Investment income (including dividends, interest, and othersimilar amounts) ......			108,166,745	1,764,209		106,402,536
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		13,647,542	6a
b	Less: rental expenses		11,778,022	6b
c	Rental income or (loss)	0	1,869,520	6c
d	Net rental income or (loss).......			1,869,520		318,534	1,550,986
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	8,791,706	9,061,798,318	7a
b	Less: cost or other basis and sales expenses	8,861,063	8,560,634,605	7b
c	Gain or (loss)	-69,357	501,163,713	7c
d	Net gain or (loss).........			501,094,356		1,190,338	499,904,018
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	CAFETERIA/FOOD SERVICE		721110	4,512,153			4,512,153
b	PARKING		812930	2,080,026			2,080,026
c	Education		900099	1,327,430			1,327,430
d	All other revenue ....			49,355,764	0	1,105,885	48,249,879
e	Total. Add lines 11a–11d ......			57,275,373
12	Total revenue. See instructions.....			4,855,200,985	4,129,742,620	44,535,392	664,027,028

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	30,926,070	30,926,070
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	428,611	428,611
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........	9,996,035	6,516,479	3,479,556
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	4,119,911	2,685,797	1,434,114
7	Other salaries and wages........	1,145,579,992	742,145,552	398,769,563	4,664,877
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	96,836,367	63,128,263	33,708,104
9	Other employee benefits .......	48,471,435	31,401,439	16,534,712	535,284
10	Payroll taxes ...........	81,701,369	52,928,916	28,454,129	318,324
11	Fees for services (non-employees):
a	Management ......	2,048,763		2,048,763
b	Legal .........	6,330,926		6,330,926
c	Accounting ...........	2,759,500		2,759,500
d	Lobbying ...........	812,472		812,472
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	9,375,350		9,375,350
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	389,526,504	235,229,837	153,923,189	373,478
12	Advertising and promotion ....	23,785,798	707,695	22,777,953	300,150
13	Office expenses .......	34,348,102	18,256,668	16,037,319	54,115
14	Information technology ......	121,184,536	28,970,367	92,136,923	77,246
15	Royalties ..
16	Occupancy ...........	74,485,566	5,752,847	68,732,719
17	Travel ............	2,051,202	689,431	1,344,059	17,712
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	280,676	165,033	111,194	4,449
20	Interest ...........	38,888,293	468	38,887,825
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	160,060,684	108,933,783	51,126,901
23	Insurance ...	17,604,768	633,005	16,971,763
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	845,615,746	845,615,746
b	HEALTH CLAIMS TO PROVIDERS	167,266,289	167,266,289
c	BAD DEBT	115,875,992	115,875,992
d	HOSPITAL ASSESSMENT FEE	85,224,085	85,224,085
e	All other expenses	270,930,958	81,658,168	188,816,818	455,972
25	Total functional expenses. Add lines 1 through 24e	3,786,516,000	2,625,140,541	1,154,573,852	6,801,607
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 ........			100,618	1	84,637
2	Savings and temporary cash investments .........			350,388,474	2	289,839,362
3	Pledges and grants receivable, net ......			2,209,321	3	4,854,386
4	Accounts receivable, net .............			488,417,666	4	503,584,689
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			616,167,486	7	65,051,944
8	Inventories for sale or use ............			68,620,652	8	80,904,634
9	Prepaid expenses and deferred charges ......			102,088,358	9	153,778,585
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,068,585,696
b	Less: accumulated depreciation	10b	2,406,123,925	1,558,198,716	10c	1,662,461,771
11	Investments—publicly traded securities .			3,808,215,947	11	4,716,853,498
12	Investments—other securities. See Part IV, line 11 .....			2,206,426,397	12	2,019,918,293
13	Investments—program-related. See Part IV, line 11 ..			372,705,442	13	369,040,454
14	Intangible assets ...............			7,586,056	14	7,586,056
15	Other assets. See Part IV, line 11 ...........			15,362,691	15	12,821,636
16	Total assets. Add lines 1 through 15 (must equal line 33)...			9,596,487,824	16	9,886,779,945

17	Accounts payable and accrued expenses .....	482,010,046	17	615,410,111
18	Grants payable ...		18
19	Deferred revenue .........	16,834,082	19	11,322,948
20	Tax-exempt bond liabilities .........	1,686,053,000	20	1,130,458,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	121,402,399	23	221,628,321
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,958,494,013	25	1,588,620,367
26	Total liabilities. Add lines 17 through 25..	4,264,793,540	26	3,567,439,747

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	5,329,838,420	27	6,317,484,334
28	Net assets with donor restrictions ...........	1,855,864	28	1,855,864
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	5,331,694,284	32	6,319,340,198
33	Total liabilities and net assets/fund balances ........	9,596,487,824	33	9,886,779,945

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No