TY 2022 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/1099-NEC)
(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	4,034,072	0	948,772
(3) J SCOTT DAVISON BOARD CHAIR (PART YEAR) / DIRECTOR	6.0 ................. 0	X	X	0	0	0
(4) Pamela Whitten DIRECTOR/VICE-CHAIR	6.0 ................. 0	X	X	0	0	0
(5) THOMAS V EASTERDAY BOARD CHAIR (PART YEAR)/DIRECTOR	6.0 ................. 0	X	X	46,750	0	0
(6) Alicia D Monroe MD DIRECTOR	6.0 ................. 0	X		35,000	0	0
(7) ANNE NOBLES DIRECTOR	6.0 ................. 1.0	X		37,500	0	0
(8) JAMES A DAVLIN V DIRECTOR	6.0 ................. 0	X		37,500	0	0
(9) JAY L HESS MD DIRECTOR	6.0 ................. 6.0	X		43,500	0	0
(10) Kristin Mays-Corbitt DIRECTOR	6.0 ................. 0	X		36,250	0	0
(11) KYLE L GRAZIER DIRECTOR	6.0 ................. 0	X		37,500	0	0
(12) LARRY H STEVENS MD DIRECTOR	6.0 ................. 49.0	X		40,500	674,581	39,698
(13) MAUREEN BISOGNANO DIRECTOR	6.0 ................. 0	X		37,500	0	0
(14) Quinn Buckner DIRECTOR	6.0 ................. 0	X		35,000	0	0
(15) ROBERT A PALMER DIRECTOR	6.0 ................. 0	X		37,500	0	0
(16) ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL	54.0 ................. 1.0		X	1,010,980	0	178,479
(17) JENNIFER M ALVEY TREASURER/SVP & CFO	53.0 ................. 2.0		X	1,505,106	0	232,970

(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) DAVID A INGRAM MD EVP & CME	52.0 .......................3.0	X			0	1,141,215	212,454
(19) Gil Peri President (Riley)	55.0 .......................0	X			996,169	0	194,083
(20) Jason Gilbert RN EVP & CNE	55.0 .......................0	X			655,316	0	163,639
(21) MICHELLE A JANNEY RN EVP & COO	53.0 .......................2.0	X			1,999,181	0	48,910
(22) RYAN D NAGY MD PRESIDENT (AAHC)	54.0 .......................1.0	X			0	989,720	163,474
(23) BRIAN T SHOCKNEY PRESIDENT (SCR)	0.0 .......................55.0		X		966,602	0	185,247
(24) JEFFREY C BIRD MD PRESIDENT (ECR)	0.0 .......................55.0		X		976,399	0	66,879
(25) KENNETH DOUG PUCKETT PRESIDENT (ISR)	0.0 .......................55.0		X		932,429	0	176,139
(26) KEVIN R ARMSTRONG Chief Mission & Values Officer	55.0 .......................0		X		1,201,452	0	60,114
(27) RONALD L STIVER PRESIDENT (SHS)	53.0 .......................2.0		X		1,488,098	0	199,943
(28) JONATHAN E GOTTLIEB MD Former Key Employee	0.0 .......................0.0			X	153,699	0	0
(29) PAUL M CALKINS MD FORMER KEY EMPLOYEE	25.0 .......................30.0			X	550,676	0	60,276

(A) Name and business address	(B) Description of services	(C) Compensation
AYA HEALTHCARE INC 5930 Cornerstone Court West Ste 300 San Diego,CA92121	Contract labor	209,763,454
FA WILHELM CONSTRUCTION CO INC 3914 Prospect St INDIANAPOLIS,IN46203	CONSTRUCTION	103,997,709
Medefis 10826 Old Mill Road Suite 101 Omaha,NE68154	Vendor Management	72,246,357
TRIMEDX LLC 5451 LAKEVIEW PKWY S DR INDIANAPOLIS,IN46268	CLINICAL ENGINEERING	49,093,864
ARAMARK SERVICES 2400 Market St Philadelphia,PA19103	Food services	36,170,753
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 1,182

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

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

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

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

OMB No. 1545-0047

2022

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).)

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 33 1/3% 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 33 1/3% 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 on 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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. 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—2021. 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—2022. 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—2021. 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) 2022

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. 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—2021. 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) 2022

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) .

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

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

Did one or more disqualified persons (as defined on 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 on 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) 2022

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

11a

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

11b

A 35% controlled entity of a person described on 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 on 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) 2022

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) 2022

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 2022 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-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

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) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

Schedule B
(Form 990)

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

2022

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) (2022)

Schedule B (Form 990) (2022) 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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

Schedule B (Form 990) (2022)

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) (2022)

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

SCHEDULE C
(Form 990)

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

2021

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.

Cat. No. 50084S

Schedule C (Form 990) 2021

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) 2018	(b) 2019	(c) 2020	(d) 2021	(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) 2021

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

816,761

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

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

Yes

96,128

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

912,889

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 2022 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 26.47% or $15,288 Indiana Hospital Association: 8.63% or $29,673 Greater Indianapolis Chamber of Commerce: 5.00% or $12,500 Indiana Chamber of Commerce: 9.00% or $5,318 Children's Hospital Association: 16.10% or $28,658 Association of American Medical Colleges: 1.57% or $336 340B Health: 8.00% or $1,355 NextGen Coalition: 15.00% or $1,500 National Association of ACOs: 15.00% or $1,500 Total Portion of Dues Used for Lobbying Purposes: $96,128
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	During 2022, IU Health spent a total of $816,761 in direct federal and state lobbying expenditures. During 2022, 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 - Provider Workforce Matters During 2022, IU Health advocated before our state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation Policies - Insurance Matters - Cost of Healthcare - 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 - Graduate Medical Education - Budget Allocations - Provider Workforce Matters

Return Reference

Explanation

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

Several membership organizations notified IU Health during 2022 that a portion of the dues it paid would be used for lobbying purposes as follows: American Hospital Association: 26.47% or $15,288 Indiana Hospital Association: 8.63% or $29,673 Greater Indianapolis Chamber of Commerce: 5.00% or $12,500 Indiana Chamber of Commerce: 9.00% or $5,318 Children's Hospital Association: 16.10% or $28,658 Association of American Medical Colleges: 1.57% or $336 340B Health: 8.00% or $1,355 NextGen Coalition: 15.00% or $1,500 National Association of ACOs: 15.00% or $1,500 Total Portion of Dues Used for Lobbying Purposes: $96,128

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

During 2022, IU Health spent a total of $816,761 in direct federal and state lobbying expenditures. During 2022, 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 - Provider Workforce Matters During 2022, IU Health advocated before our state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - Smoking Cessation Policies - Insurance Matters - Cost of Healthcare - 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 - Graduate Medical Education - Budget Allocations - Provider Workforce Matters

Schedule C (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2021

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) 2021

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	1,855,864	1,855,864	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	1,855,864	1,855,864

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 .....	324,828,763		324,828,763
b	Buildings ....	1,400,152,567	600,535,780	799,616,787
c	Leasehold improvements	49,465,473	25,846,425	23,619,048
d	Equipment ....	1,691,251,991	1,398,799,408	292,452,583
e	Other .....	1,348,619,932	663,897,146	684,722,786
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,125,239,967

Schedule D (Form 990) 2021

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	2,643,020,000	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	2,643,020,000

Part VIII

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

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	2,793,090
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,476,103,095
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) 2021

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 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, 2022 and 2021, 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, 2022 and 2021, the Indiana University Health System had gross deferred tax assets of $145,194,000 and $146,281,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at December 31, 2022 and 2021, 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. At December 31, 2022, Indiana University Health System has available net operating loss carryforwards of $583,788,000. Net operating losses generated from 2001 through 2017 will expire between 2022 and 2037. Net operating losses generated after 2017 do not expire.

Schedule D (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2022

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	1,908,623,101
	North America (Canada & Mexico only)	0	0	Investments	N/A	34,063,402
	Central America and the Caribbean	0	0	Unrelated Business Activities,UNRELATED TRADE/BUS.	N/A	4,824,642
	Central America and the Caribbean	0	0	Program Services	SELF-INSURANCE	4,374,838
	Central America and the Caribbean	0	12	Speaking engagements,Conference Travel	Conferences or continuing education	12,295
	East Asia and the Pacific	0	1	Speaking engagements,Conference Travel	Presenting at conference	17,522
	Europe (Including Iceland and Greenland)	0	23	Speaking engagements,Conference Travel	Conferences or continuing education	55,686
	Europe (Including Iceland and Greenland)	0	5	Program Services	STRATEGIC BUSINESS DEVELOPMENT	19,399
	Middle East and North Africa	0	2	Speaking engagements,Conference Travel	CONFERENCE OR CONTINUING EDUCATION	5,491
	Middle East and North Africa	0	6	Program Services	STRATEGIC BUSINESS DEVELOPMENT	79,969
	North America (Canada & Mexico only)	0	30	Speaking engagements,Conference Travel	CONFERNCES OR CONTINUING EDUCATION	23,393
	South America	0	3	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	4,283
	Sub-Saharan Africa	0	2	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	1,155
	Europe (Including Iceland and Greenland)	0	0	Investments	N/A	1,857,431
	East Asia and the Pacific	0	0	Investments	N/A	30,648,946


3a	Sub-total ....	0	84			1,984,611,553
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	84			1,984,611,553

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022

Schedule F (Form 990) 2022

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) 2022

Schedule F (Form 990) 2022Page 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) 2022

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2022

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 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Cash,Accrual; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Cash; SUB-SAHARAN AFRICA-Cash

Schedule F (Form 990) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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 20a.
MediumBullet

Attach to Form 990.
MediumBullet

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

OMB No. 1545-0047

2022

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? . . . . . .

Yes

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	0	36,746	53,492,433	0	53,492,433	1.14 %
b	Medicaid (from Worksheet 3, column a) . . . . .	0	142,733	1,425,990,820	846,577,743	579,413,077	12.39 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	0	0	0	0	0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	179,479	1,479,483,253	846,577,743	632,905,510	13.53 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	14	116,165	27,681,886	3,866,548	23,815,338	0.51 %
f	Health professions education (from Worksheet 5) . . .	5	5,624	80,553,366	20,690,048	59,863,318	1.28 %
g	Subsidized health services (from Worksheet 6) . . . .	2	21,915	38,764,691	27,263,351	11,501,340	0.25 %
h	Research (from Worksheet 7) .	1	166,452	83,110		83,110	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	4	79,174	5,853,255	983,915	4,869,340	0.10 %
j	Total. Other Benefits . .	26	389,330	152,936,308	52,803,862	100,132,446	2.14 %
k	Total. Add lines 7d and 7j .	26	568,809	1,632,419,561	899,381,605	733,037,956	15.67 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022

Schedule H (Form 990) 2022

Page

Part II

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

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing	0	0	0	0	0 %
2	Economic development	1	1	250,000	250,000	0.01 %
3	Community support	0	0	0	0	0 %
4	Environmental improvements	0	0	0	0	0 %
5	Leadership development and training for community members	1	1	25,000	25,000	0 %
6	Coalition building	2	356,650	3,300	3,300	0 %
7	Community health improvement advocacy	0	0	0	0	0 %
8	Workforce development	1	2,617	55,354	55,354	0 %
9	Other	0	0	0	0	0 %
10	Total	5	359,269	333,654	333,654	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? ..........................

Yes

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

15,869,263

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).....

336,851,194

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

446,420,469

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

-109,569,275

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	25.91 %	48.81 %
2SENATE STREET SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	26.21 %	48.61 %
3INDIANA ENDOSCOPY CENTERS LLC	AMBULATORY SURGERY CENTER	26.01 %	24.6 %
4ROC SURGERY LLC	AMBULATORY SURGERY CENTER	29.7 %	41.77 %
5BALL OUTPATIENT SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	28.18 %	32.58 %
6IU Health SW Fort Wayne ASC LLC	AMBULATORY SURGERY CENTER	29.55 %	45.16 %
7
8
9
10
11
12
13

Schedule H (Form 990) 2022

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/ 23-005051-1	X	X	X	X	X	X	SEE PART V, SECTION C FOR ADDITIONAL INFORMATION

Schedule H (Form 990) 2022

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 21

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 22

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) 2022

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) 2022

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) 2022

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) 2022

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 2021 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 - Chronic disease and chronic disease management - DRUG AND SUBSTANCE ABUSE - Food insecurity and healthy eating - Health education and navigation - Maternal and infant health and child well-being - MENTAL HEALTH - Obesity, diabetes and physical inactivity - Smoking, tobacco use and exposure to secondhand smoke - SOCIAL DETERMINANTS OF HEALTH - Aging population and needs of seniors
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children. IU Health operates four hospital locations that are licensed as a single hospital by the Indiana State Department of Health. These hospital locations are as follows: - IU Health Methodist Hospital - IU Health University Hospital - Riley Hospital for Children at IU Health - IU Health Saxony Hospital IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are located in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is located in Fishers, Hamilton County, Indiana. Although licensed as a single hospital, each of these facilities serve different, although sometimes overlapping, portions of the community which present their own unique health needs. In order to take into account all of these unique health needs, IU Health conducted separate Community Health Needs Assessments ("CHNAs") for each of its four hospital locations. In conducting each of its most recent CHNAs from January 2021 through December 2021, IU Health took into account input from persons who represent the broad interests of the communities it serves by hosting four community focus groups and conducting interviews. These focus groups engaged public health officials and community-based organizations that provide services and/or reflect community members who are medically underserved, low-income, or of a minority subpopulation to discuss the health needs of the service area and what role IU Health could play in addressing the identified needs. IU Health Academic Health Center The defined community per the most recent CHNA is Marion County, where the hospital resides. Marion County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent (Indianapolis) and Community Health Network - four virtual, community meetings were held May 25-27, 2021, to receive input from stakeholders regarding the health needs in Marion County. In total, the meetings were attended by 53 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Broadway United Methodist Church * City-County Council staff * City of Indianapolis, Division of Community Nutrition and Food Policy * Coalition for Our Immigrant Neighbors * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Habitat for Humanity of Greater Indianapolis * Health by Design * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council * Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * Jump IN for Healthy Kids * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) Neighborhood Christian Legal Clinic * Nine13sports * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * The Julian Center * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition
Schedule H, Part V, Section B, Line 5 Facility , 2	Facility , 2 - IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children(continued). Secondary data and a preliminary list of community health need priorities were presented at the meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include a wide-array of topics, including the COVID-19 pandemic, food insecurity, maternal and child health, racial and ethnic disparities, mental health and access to mental health providers, obesity and physical inactivity, poverty, educational achievement, housing, crime and community safety, public health funding and others. In addition to these topics, participants focused discussion around substance abuse and treatment, transportation barriers, culturally appropriate care and services (including language barriers), affordability of healthy food, smoking and tobacco use, access to and cost of primary care, health insurance, preventive health services, lack of providers within high-need areas, childcare, chronic conditions (including diabetes and hypertension), navigating existing resources, dental health needs, child health, job opportunities and trainings, technology barriers and digital-divide, post incarceration resources and social connectedness. For those unable to attend community meetings, a separate survey was distributed to receive their input on the most significant needs. These findings were combined with those of the community meeting participants. From this process, participants identified the following needs as most significant for Marion County: RACIAL AND ETHNIC HEALTH DISPARITIES OBESITY CONTINUES TO BE AN ISSUE, AS WELL AS DIABETES, WITH RATES INCREASING FOR ADULTS. INFANT AND MATERNAL MORTALITY ARE SIGNIFICANT ISSUES, WITH SOCIAL DETERMINANTS OF HEALTH IMPACTING ACCESS TO PRENATAL CARE AND OTHER NEEDED SERVICES. HIV (HUMAN IMMUNODEFICIENCY VIRUS) IS STILL A CONCERN, WITH SOME HOPE THAT THE DISEASE CAN BE ERADICATED WITHIN THE NEXT DECADE THROUGH MODERN MEDICINE AND PREVENTION STRATEGIES SUCH AS PREP (PRE-EXPOSURE PROPHYLAXIS). TOBACCO AND VAPING ARE ISSUES, WITH A LOW CIGARETTE TAX IN INDIANA HELPING PERPETUATE ITS USE. ENVIRONMENTAL HEALTH - INCLUDING OLD HOUSING AND AIR POLLUTION - IS LEADING TO POOR HEALTH, INCLUDING LEAD POISONING, ARSENIC POISONING AND PEDIATRIC ASTHMA. THE NEED FOR SAFE AND STABLE HOUSING IS SIGNIFICANT. HEALTH LITERACY IS A NEED, PARTICULARLY AFFECTING HISPANIC (OR LATINO) POPULATIONS DUE TO LANGUAGE BARRIERS. EDUCATION DISPARITIES AROUND HEALTH ARE ALSO LEADING TO GENERATIONAL PERSISTENCE OF HEALTH DISPARITIES FOR RACIAL AND ETHNIC MINORITY POPULATIONS. ACCESS TO MENTAL AND BEHAVIORAL HEALTH SERVICES FOOD INSECURITY AND ACCESS TO AFFORDABLE, HEALTHY FOOD ACCESS TO SAFE AND AFFORDABLE HOUSING MENTAL HEALTH POVERTY AND ASSOCIATED COMMUNITY NEED A survey was also issued to internal providers at IU Health Methodist Hospital, asking them to identify priority needs among the patients they serve. Among 12 responses, the following issues were identified as the most significant: * Food insecurity and nutrition * Health disparities, particularly for racial and ethnic minority populations * Mental health * Poverty and income inequality The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Social isolation and loneliness * Health disparities * Digital divide (lack of internet or device access) * Economic disparities * Housing (inability to stay sheltered or pay rent/mortgage) Two additional interviews were conducted in May 2021 with representatives of the county public health department and minority health organization to obtain subject-matter expertise into the health needs in Marion County. The following issues were discussed as significant: * Poverty is a significant issue and impacts almost all areas of wellbeing, including housing, accessing health services, nutrition, stress and mental health, chronic disease, transportation and others. The need for a living wage for all residents is significant. * Health disparities are significant, including large disparities in social determinants of health for racial and ethnic minority populations. * Health insurance is a significant barrier to optimal health, with restrictions in coverage leading to a lack of preventive health. * Mental health is a significant issue, with depression and anxiety both widespread. Self-medication through substance abuse is common. * Obesity continues to be an issue, as well as diabetes, with rates increasing for adults. * Infant and maternal mortality are significant issues, with social determinants of health impacting access to prenatal care and other needed services. * HIV (human immunodeficiency virus) is still a concern, with some hope that the disease can be eradicated within the next decade through modern medicine and prevention strategies such as PrEP (pre-exposure prophylaxis). * Tobacco and vaping are issues, with a low cigarette tax in Indiana helping perpetuate its use. Environmental health - including old housing and air pollution - is leading to poor health, including lead poisoning, arsenic poisoning and pediatric asthma. The need for safe and stable housing is significant. * Health literacy is a need, particularly affecting Hispanic (or Latino) populations due to language barriers. Education disparities around health are also leading to generational persistence of health disparities for racial and ethnic minority populations. * Food insecurity is significant, and food pantries may have irregular hours and face huge demand. * Education needs better funding, including adequate teacher compensation. * More community collaboration is needed with health systems and social service providers to identify community improvement and planned interventions.
Schedule H, Part V, Section B, Line 5 Facility , 3	Facility , 3 - IU Health Saxony Hospital. In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: Testing was a large challenge at the beginning of the COVID-19 pandemic, due to inadequate federal resources and other limits. * The COVID-19 pandemic highlighted the impact of social determinants of health, as people experiencing homelessness faced huge concerns due to the inability to socially distance in shelters and access care. Hotels were turned into isolation areas for patients with COVID-19. Racial and ethnic disparities in testing, treatment and outcomes were highlighted by the COVID-19 pandemic. Elderly Black residents were particularly affected. * Care was delayed for a lot of individuals due to fear of going to a provider and being exposed to the virus, leading to unmet needs and emergency situations. * Community collaboration among providers led to a better response, including health systems offering testing and other aid to public health organizations. More collaboration and coordination will be needed in the future. * Vaccination disparities are evident, with Black populations disproportionately unable to access the vaccine if desired. * The need for better health information sharing (including the identification of health disparities) between organizations. IU Health Saxony Hospital The defined community per the most recent CHNA is Marion, Hamilton, Hancock and Madison Counties. The hospital resides in Hamilton County. Marion County - Community Meetings and Interviews (See above information) Hamilton County - Community Meetings and Interviews In collaboration with other local health systems - Ascension St. Vincent, Community Health Network and Riverview Health - two community meetings were held on May 20 (morning and afternoon), 2021, to receive input from stakeholders regarding the health needs in Hamilton County. The meetings were attended by 82 community organizations that provide services and/or reflect community residents who are under or uninsured; with undocumented status; older; Limited English Proficient; low-income; use or inject drugs; experience homelessness; Black, Indigenous, and people of color; LGBTQ; and populations impacted greatly by non-medical barriers of health such as poverty, food access and affordable housing. * Allen Chapel AME Church * Anthem Medicaid * Ascension St. Vincent * Aspire Indiana Health * Breathe Easy Hamilton County * Broadway United Methodist Church * Carmel Clay Schools * Central Indiana Council on Aging (CICOA) * City-County Council staff City of Indianapolis * City of Indianapolis, Division of Community Nutrition and Food Policy * City of Noblesville * Coalition for Our Immigrant Neighbors * Community Health Network * Concerned Clergy of Indianapolis * Connections IN Health, Indiana Clinical and Translational Sciences Institute (CTSI), Indiana University School of Medicine * Covering Kids & Families of Indiana * Crossroads AME Church/Common Grounds Institute * First Baptist Church North Indianapolis * Fishers Health Department * Gennesaret Free Clinic * Gleaners Food Bank of Indiana * Good Samaritan Network of Hamilton County * Habitat for Humanity of Greater Indianapolis * Hamilton County Community Foundation * Hamilton County Council on Alcohol and Other Drugs * Hamilton County Government * Hamilton County Harvest Food Bank * Hamilton County Head Start * Hamilton County Health Department * Hamilton County Meals on Wheels * Hancock County Health Department * Hancock Regional Hospital HAND, Inc. * Health by Design * Heart and Soul Free Clinic * HOPE Family Care Center * Horizon House * Immigrant Welcome Center * Indiana Legal Services * Indiana Native American Indian Affairs Commission * Indiana Public Health Association * Indiana Department of Health * Indiana University Richard M. Fairbanks School of Public Health * Indianapolis City Council Indianapolis Neighborhood Housing Partnership * Indianapolis Urban League * Indy Go * Indy Hunger Network * IU Health * IU Health Indy Suburban Region * IU Health Methodist Hospital * IU Health North Hospital * IU Health Saxony Hospital * IU Health University Hospital * Jump IN for Healthy Kids * Madison County Health Department * Marian University/College of Osteopathic Medicine * Marion County Public Health Department * Managed Health Services (MHS) * Neighborhood Christian Legal Clinic * Nine13sports * Noblesville Chamber of Commerce * Noblesville Schools * Noblesville Town Council * Nurse Family Partnership of Goodwill of Central and Southern Indiana * Pathway to Recovery * Playworks Prevail, Inc. * Prime Life Enrichment Purdue Extension * Raphael Health Center, Inc. * Richard M. Fairbanks Foundation * Riverview Health * Shepherd's Center of Hamilton County * Sheridan Community Schools * St. Elizabeth Seton Parish * The Julian Center * The Villages Health Families * Trinity Free Clinic * United States Congress, Representative Andre Carson (staff) * University of Indianapolis * YMCA of Greater Indianapolis/Top 10 Coalition Secondary data and a preliminary list of community health need priorities was presented at both meetings. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include several topics, including the COVID-19 pandemic, alcohol abuse, immunization rates, elderly needs, smoking and tobacco use, access to mental health services and statewide issues, such as health disparities and obesity. In addition to these topics, participants focused discussion on substance abuse and overdoses, mental health concerns, access to care disparities for various segments of the population, aging in place resources, transportation, limited clinical hours of providers, limited mental health providers, a continuum of care between various health services and food insecurity.
Schedule H, Part V, Section B, Line 5 Facility , 4	Facility , 4 - IU Health Saxony Hospital (continued). From this process, participants identified the following needs as most significant for Hamilton County: * Access to and supply of mental health providers, particularly for low-income populations Needs of a growing senior population, including aging in place and cognitive care * Mental health * Alcohol use and excessive drinking * Access to care disparities, particularly for low-income populations A survey was also issued to internal providers at IU Health that serve Hamilton County, asking them to identify priority needs among the patients they serve. The following issues were identified as the most significant: * Healthcare and services for elderly residents * Mental health * Substance abuse * Access to healthcare services * Obesity Access to behavioral health services, including mental health and substance abuse The survey also asked about the impacts of the COVID-19 pandemic. Issues most often selected as significant impacts include: * Loss of health insurance * Social isolation and loneliness * Health disparities Two additional interviews were conducted with representatives of local public health departments to obtain subject-matter expertise into the health needs in Hamilton County. The following issues were discussed as significant: * Access to behavioral health services - both mental health and substance abuse - is a significant need, with few providers in the area and primary care physicians not often integrating behavioral health checks into care (a large increase in population has led to an undersupply of providers) * Mental health concerns are widespread, including an increase in child mental health needs (youth struggle with high expectations and stress in school) * Substance abuse and overdoses are significant concerns, with opioid usage being widespread (alcohol abuse is also common) * Transportation is a barrier in the community, with limited public options and routes * Insurance barriers are significant, with uninsured populations having few options and providers not accepting certain plans, such as Medicaid (while free and low-cost clinics exist, they cannot keep up with demand) * Food insecurity and access to healthy food is challenging for some groups, exacerbated by poverty and transportation (low-income housing is also limited) * The working poor often are vulnerable as they do not qualify for many programs but still live paycheck to paycheck (while Hamilton County compares well for poverty, the needs of low-income populations are often overlooked due to this, creating pockets of need) * Prevention is not a priority for most, and more programs and access to preventive health are needed * Sexually transmitted infections are an issue, particularly chlamydia * Cultural differences led to unmet needs for several immigrant communities including language barriers * LGBTQ+ populations are also underserved, often feeling uncomfortable going to available providers * Public health funding is limited, and service levels are impacted due to financial constraints * Time is a big barrier to optimal health, as parents are often too busy with work and children to pursue healthy living measures * More collaboration is needed between health systems, health departments, providers and social service organizations In regard to the COVID-19 pandemic, a wide array of impacts was noted, including: * A lack of resources at local health departments - both funding and staff - led to difficulties throughout the pandemic, and many other services were foregone to focus on the pandemic (a need for a more robust public health infrastructure is highlighted) * The politicization of public health was widespread, and many guidelines and measures were met with criticism * Mental health issues worsened due to isolation, with children at particular risk * STI rates rose substantially * The pandemic highlighted the need for accurate health information, and providers need to focus on maintaining communication after COVID-19 Hancock County - Interview An interview was conducted with representatives of a local public health department to obtain subject-matter expertise into the health needs in Hancock County. Participants were asked to comment on a list of unfavorable health indicators, add other needs to significant indicators and discuss barriers and resources. The following issues were discussed as significant: * Participants were not surprised about the unfavorable secondary data indicators, including drunk-driving deaths, transportation, STIs, lack of social associations, obesity and access to mental health providers (in particular, a lack of mental health providers has been a consistent issue) * While there are areas to exercise, the built environment makes them difficult to access, including a lack of sidewalks and a high number of cycling accidents * Cost of healthcare is a significant issue, as well as the cost to access exercise opportunities * Mental health, obesity and physical inactivity, substance abuse, STIs and cost of healthcare services were identified as priority areas * A lack of knowledge of available resources is a barrier, as well as intrinsic motivation to improve one's health (navigation resources are needed) * Transportation is a significant barrier in the community, with limited access to public options and most traveling outside the county for work * Mental health stigma, while improving, is still a barrier * Health education, particularly for youth, is a significant need and could improve many health issues, such as obesity, mental health, substance abuse and chronic disease Madison County - Community Meeting and Interviews In collaboration with local health systems - Ascension St. Vincent and Community Health Network - a community meeting was held in June 10, 2021, to receive input from stakeholders regarding the health needs in Madison County. Secondary data and a preliminary list of community health need priorities was presented at the meeting. Each group was then asked questions about the preliminary list, including their reactions, additions to the proposed needs, thoughts regarding the causes of the needs, impacts of the COVID-19 pandemic and others. After this discussion, participants were given the opportunity to make additional comments before being asked to vote on what they believed were the most significant needs in the county. Participants were asked to choose three to five significant health needs via an online poll during and after the meeting. Preliminary needs identified include COVID-19, food insecurity, maternal and child health, mental health and suicide, elderly needs, obesity and physical inactivity, tobacco use, poverty, educational opportunities, housing, racial and ethnic health disparities statewide, air pollution and substance abuse. In addition to these topics, participants focused discussion on access to affordable healthy foods and nutrition knowledge, access to behavioral health providers (including mental health and substance abuse), vaping, homelessness, child abuse and trauma, transportation, walkability, childcare, chronic disease and health education needs. From this process, participants identified the following needs as most significant for Madison County: Mental health and suicide Access to healthy food, nutrition and knowledge of healthy eating practices Substance abuse Transportation and walkability Poverty Racial and ethnic health disparities
Schedule H, Part V, Section B, Line 5 Facility , 5	Facility , 5 - IU Health Saxony Hospital (continued). An additional interview was conducted with a representative of a local public health department to obtain subject-matter expertise into the health needs in Madison County. The following issues were discussed as significant: * Obesity is a significant issue, with food insecurity and a lack of grocery stores contributing * Smoking is still an issue, largely tied into Madison County's culture and identity as an older, factory area * Low birthweight is a significant issue (while a problem for all mothers, clear racial disparities exist for Black infants and relatedly, prenatal care is an issue) * More health education is needed, particularly for youth * Providers and social service organizations need better collaboration and efforts to go into the community rather than expect residents to come to them (coordination is often lacking) * Transportation is a significant barrier, with few public transportation options outside of Anderson * Health inequities and disparities are prevalent, particularly for Black and Hispanic (or Latino) residents (cultural and language barriers are present for Hispanic populations) * Access to mental health care is difficult despite an adequate number of providers due to other barriers and a lack of continuum of care * Navigation of resources is difficult, with residents often unsure of where to go to meet needs In regard to the COVID-19 pandemic, several impacts were noted, including: * Disparities in vaccine coverage and uptake are clear, particularly among Black residents * All services from the health department needed to focus on the pandemic, meaning a temporary halt of others was necessary * Some business closures and issues with unemployment resulted * More focus is needed on public information dissemination as many look to the local health departments for guidance (departments need to make sure they are seen in the community and maintain communication with all partners)
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - IU Health Methodist Hospital and IU Health University Hospital. IU Health Inc. includes IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. The first three hospitals make up the Academic Health Center (AHC). Along with the CHNA for each hospital listed above, IU Health Inc.'s Board adopted an implementation strategy in April 2022 for each hospital in response to the 2021 CHNAs (the most recently conducted CHNA). The 2022-2024 implementation strategy outlines how each hospital plans to address the significant needs identified in its respective CHNA, including initiatives, strategies, internal/external collaborators, anticipated impact, and hospital resources. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Hospital Will Address Below is the progress of the hospitals' implementation strategy by significant need and its respective initiative(s). The hospitals are addressing the following significant needs between 2022 and 2024: access to healthcare services; behavioral health; chronic disease and chronic disease management; smoking, tobacco use and exposure to secondhand smoke; and social determinants of health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2022, through 20 community outreach events, 7 of which included vaccines clinics, IU Health provided vaccines and screenings 1,537 times to community members including 203 vaccines (flu = 92, COVID booster = 111). IU Health worked with 10 community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. IU Health Methodist and University Hospital provides financial assistance to patients each year. Additionally, IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients with information and help them with applications for various health coverage programs. * Support community-based organizations that help community members with lower incomes access healthcare services. In 2022, the community benefit grant program awarded funding to community-based organizations including Covering Kids and Families of Indiana, Gennesaret Free Clinic, LifeSmart Youth, and Raphael Health Center to provide access to healthcare services and help community members find healthcare coverage. Additional funding went to the National Coalition of 100 Black Women Indianapolis, Indy Pride, Indianapolis Urban League, and The Links to provide health education to community members in Marion County. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. In 2022, IU Health's Zero Suicide program launched in all 15 emergency departments. As a result, 214,982 patients were screened for suicidal ideation. Of those screened, 236 were referred to a Zero Suicide therapist to receive services. Another 54 patients received referrals to partner organizations in the community. A Zero Suicide Patient and Family Advisory Council was also created in 2022 to help guide program development and had 5 active participants throughout the year. IU Health team members completed a total of 19,078 trainings on suicidal ideation in 2022. In November 2022, the Zero Suicide program was put on pause due to challenges related to staff turnover and lack of engagement. Services are anticipated to relaunch to EDs in 2023 and be expanded to the primary care setting during the same time frame. No referrals were received from Methodist/University. IU Health's Stigma Reduction Campaign hosted a total of 6 lunch and learn events in 2022. These events aimed to educate IU Health team members about a range of topics related to substance use disorder and behavioral health stigma. Trainings included focus on suicidal ideation, naloxone, and the science behind addiction. In total, these trainings had over 400 participants. In addition to lunch learns, the anti-stigma campaign also published 6 articles for team member education throughout the year, which centered around topics such as substance use disorder in rural communities and alcohol use during the holiday season. The Virtual Care Peer Recovery Coaching Program and ED virtual care program are currently implemented at IU Health Methodist and University Hospital, and patients are referred to the program through hospital clinicians. The program data is managed and overseen by the IU Health Behavioral Health team. * Support community-based organizations that help community members access behavioral health services. In 2022, the community benefit grant program awarded funding to community-based organizations including Reach for Youth, Volunteers for American Fresh Start Recovery Center, Allen Chapel A.M.E. Church, Indiana Latino Institute, and Mt. Carmel Church to provide behavioral health services to community members in Marion County. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Chronic Disease and Chronic Disease Management * Plan and implement cardiovascular health initiative that focuses on reducing hypertension, including health disparities in hypertension. In 2022, IU Health's Office of Health Equity Research & Engagement (HERE) worked on a funding proposal that focuses on reducing health inequities by partnering with community organizations to address CVD health determinants in three Indianapolis communities. IU Health, along with partners, will coordinate and conduct community-based interventions to connect individuals to CVD resources, including education and treatment. IU Health HERE will know the status of funding in 2023 and start implementation of the initiative if successful in securing funding. Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). Between July 2021 to March 2022, training took place in all adult primary care clinics in the IU Health System on the CTTP program, including the availability of services and how to make referrals into the free program for patients. CTTP focuses on evidence-based tobacco cessation treatment to assist patients who are trying to quit smoking including referrals to trained Tobacco Treatment Specialist (TTP - UMass Center for Tobacco Treatment Research and Training program), access to Clickotine, and using Advance Practice Providers (APP) to evaluate and prescribe medication assisted therapy (MAT) for nicotine replacement. The APP coordinates MAT communications with the primary care providers. All other outpatient clinic providers/leaders were sent educational information about electronic medical record changes which included screening for all tobacco products and to continue to refer patients for treatment through the Indiana Tobacco Quit Line. In 2022, for the Academic Health Center, there were 656 referrals to the CTTP (75% of patients scheduled counseling with a TTP because of the referral; 52% of patients completed the session). A total of 449 people, including 41 in the CTTP, enrolled in Clickotine. Also, in 2022, IU Health offered two TTP training courses with a total of 42 participants (12 were non-IU Health employees). * Support community-based organizations that help community members quit smoking. In 2022, the community benefit grant program awarded funding to the Marion County Public Health Department and Smoke Free Indy's implementation of Tobacco Free Parents - Quitting for Two, a new tobacco support program for new or expecting families in the Indianapolis community. * Monitor state tobacco related policies. The Office of Government Affairs staff monitored state tobacco related policies introduced in the 2022 session of the Indiana General Assembly though significant progress was not made with legislation.
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - IU Health Methodist Hospital and IU Health University Hospital (continued). Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2022, the IU University-Methodist MLP conducted eleven intake interviews for service. Of those cases, ten were selected/eligible for service (91%). At the end of this year, the MLP closed eleven cases. Of those cases, all eleven were provided legal advice or representation (100%). Case types included divorce/separation/annulment; private landlord tenant; and social security disability. * Launch the Mosaic Center for Work, Life and Learning as part of the Health District Initiative. During 2022 significant progress was made to launch the work of the Mosaic Center with a "mosaic" of services to support Indianapolis youth and adults in learning new skills, further their education, and chart pathways to meaningful careers at IU Health, other healthcare settings or beyond in the healthcare field. Eight team members were hired and onboarded to support implementation and programming and moved into temporary office space. The team spent a significant amount of time learning and adapting our initial integrated coaching model including the development of standard operating procedures and tools. The team hosted three quarterly meetings of partners to streamline communication and strengthen relationships to meet the needs of Center members. The team served 209 adults and youth including the two cohorts of the high school fellowship program, 74 Medical Assistant certification program participants, 51 individuals earning job shadow or employment offers at hiring fairs and 24 new integrated coaching members. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship at Crispus Attucks High School welcomed 45 new fellows to the program this spring out of 72 applications. Due to attrition, the program includes 23 juniors in cohort 1 (88% retention) and 40 sophomores in cohort 2 (89% retention). An overview of the student demographics is as follows: Cohort 1 - 43% Black, 57% Hispanic/Latino, 87% female, 78% qualify for free or reduced lunch; Cohort 2 - 60% Black, 33% Hispanic/Latino, 83% female, 83% qualify for free or reduced lunch. The project team engaged in an extensive program review with a focus on incorporating student and parent feedback, identifying key areas for engagement, and supporting students' exploration, exposure, and employment in a diverse range of healthcare careers. Subsequently, programmatic elements have been enhanced to provide high-touch, wrap-around services to ensure students and parents are engaged and supported including a code of conduct, parent nights, a covid vaccination clinic, and an introduction to community partners. The Indiana Clinical and Translational Sciences Institute and Center for Leadership Development continued to be key partners in social enrichment programming while burgeoning partnerships with Ivy Tech and Employ Indy are underway to provide students with coaching and career readiness skills. * Support affordable housing initiatives as part of the Health District Initiative. IU Health invested staff time (through education, advocacy, and strategic partnerships) in the development of housing initiatives to bring affordable and diverse housing options to IU Health employees and community residents. Efforts focused on three residential/commercial developments including Wesley Place (244 units), Hall Place (350 units), and Excelsior (80 units). * Support community-based organizations helping community members who are food insecure. In 2022, the community benefit grant program awarded funding to community-based organizations including Community Alliance of the Far Eastside (CAFE), Ivy Endowment, Inc., Gleaners, and Light of the World to provide food to individuals and families. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. * Screen and connect patients to resources that address social needs. Staff effort has been spent identifying and incorporating a social determinants of health assessment tool into patient workflows and community outreach. The Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE) will be the screening tool used by IU Health. Work has been done to ensure FindHelp.org is available to all patient-facing staff. In 2022, there were 4,879 patient/community users (457 were from Marion County) and 6,748 team member users (2,165 were from IU Health hospitals in Marion County). The top needs searched were food, paying for utilities, housing, and access to healthcare/behavioral health services. * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health, providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care clinics throughout the system. Between March 2022 and December of 2022, in person training took place in all adult and pediatric primary care clinics. ISW performed 335 urgent consultations across the system between March and December of 2022. * Further implement the Congregation Care Network (CCN) (a program that connects patients to a congregation and community volunteers to provide companionship and other resources). CCN partners with congregations to address social isolation in the community. CCN works with individuals of all faiths, including those who do not have a faith community. Congregation volunteers, called connectors, attend training to learn the process and how to engage with our patients. Patients enrolled in the program will journey with a connector from their community. The connector connects with the patient for an hour for 12 weeks. During this time, the connector will listen to the patient's needs and concerns, connect patients to community resources, and help patients navigate the healthcare system. If connectors notice a patient has social work needs, they can refer the patient to a CCN LCSW who assists the patient to get the care they need. In 2022 for the Academic Health Center, there were 129 patients enrolled in CCN. Thirty-five of these patients completed or re-enrolled in CCN after their 12-week period. Additionally, in 2022, 67 connectors were trained to engage with our patients. * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2022 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2022 in Marion County: Gleaners Food Bank/American Heart Association/Purdue University Center for Health Equity & Innovation; Center for Interfaith Cooperation/IU Health Congregational Care Network; Peace Learning Center; Indianapolis Foundation Housing to Recovery; Indianapolis Public Transportation Foundation; and Aspire Higher Foundation. The awards focused on addressing food insecurity, health disparities, social isolation, housing for people experiencing homelessness and substance use disorders, transportation for people with disabilities, and community and social context. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With over 850 volunteers and 13 unique projects to choose from, team members tracked around 3,050 hours and worked with several community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility.
Schedule H, Part V, Section B, Line 11 Facility , 3	Facility , 3 - Riley Hospital for Children at Indiana University Health. Riley Hospital for Children at IU Health - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). Riley Hospital for Children at IU Health is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Behavioral Health; Chronic Disease and Chronic Disease Management; Maternal and Infant Health and Child Well-being; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Provide vaccine clinics in under-resourced communities. In 2022, through 20 community outreach events, 7 of which included vaccines clinics, IU Health provided vaccines and screenings 1,537 times to community members including 203 vaccines (flu = 92, COVID booster = 111). IU Health worked with 10 community-based organizations, sometimes on multiple events, to promote and provide screenings and vaccines to community members who are underserved by healthcare resources, under/uninsured, from different racial and ethnic groups, and low-income. * Support community members accessing healthcare services regardless of their ability to pay. Riley Hospital for Children provides financial assistance to patients each year. Additionally, IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients with information and help them with applications for various health coverage programs. * Support community-based organizations that help children and families with lower incomes access healthcare services. In 2022, the community benefit grant program awarded funding to community-based organizations including Covering Kids and Families of Indiana, Gennesaret Free Clinic, LifeSmart Youth, and Raphael Health Center to provide access to healthcare services and help community members find healthcare coverage. Additional funding went to the National Coalition of 100 Black Women Indianapolis, Indy Pride, Indianapolis Urban League, and The Links to provide health education to community members. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Behavioral Health * Further develop and implement Behavioral Health services into varied clinical settings. The hospital committed to creating a statewide pediatric behavioral health strategic plan, which will be introduced and launched in 2023. In 2022, work was done to identify current services and program; identify gaps; prioritize existing services and new models of care; and review and identify policy and legislative effort to support the strategic plan. Chronic Disease and Chronic Disease Management * Continue to support Jump IN for Healthy Kids (a community wide, multi-sector effort to give children and families opportunities to make healthy choices). In 2022, the organization received a community benefit grant to support three focus areas for systems change in central Indiana: early childhood education, schools and healthy food access. Work will be done to embed nutrition and physical activity best practices into the policies, culture and day-to-day children's behavior. Also, work will be done to increase access to healthy, affordable food, as food is the primary factor contributing to a healthy weight. Maternal and Infant Health and Child Well-being * Contribute leadership and expertise to maternal, child and fetal mortality review committees in Marion County and the state. In 2022, there were nine team members who participated in the Indianapolis Health Babies Fetal Infant Mortality Review Program. In 2022, about 20 team members participated in Indiana's Perinatal Quality Improvement Collaborative's seven task forces which met a total of 48 times in 2022. Some team members participate on multiple task force. * Continue and expand home-monitoring program for pediatric patients and families. The hospital continues to provide a single ventricle home monitoring program, allowing families to take their babies home, while still providing personalized, specialized medical attention. * Implement We Care Plus (program connecting women and new mothers to resources to address social needs and maternal health). In 2022, IU Health continued serving women and infants through the WeCare program, which expanded to 8 sites across the Indianapolis metropolitan area. WeCare, Community Health Workers (CHW) offer perinatal support to address patients' unmet social services needs such access to healthy food, transportation to medical appointments, newborn essentials like diapers and bottles, and more. Additionally, CHWs provide education on safe sleep practices, breastfeeding, and contraception. Approximately 160 women (46% Black) enrolled in WeCare and 102 babies were born. Maternal outcomes included fewer meals skipped, reduced anxiety, and increased intent to breastfeed; infant outcomes included healthy birth weights. * Implement Cradle Indianapolis (collaborative effort between partners working across sectors to reduce infant mortality). In October 2022, the Director for the program was hired, provided onboarding, and met with internal and external stakeholders. * Maintain Level IV in the Indiana Department of Health Indiana Perinatal Levels of Care Program. The Indiana Department of Health has certified Riley Hospital for Children at OB Level IV and Neo IV. * Maintain the Pediatric Community Outreach Mobile Education (PCOME) team and enhance its efforts to support community hospitals' emergency readiness to treat ill and injured children. The PCOME team conducted in situ simulation visits at five different community hospital emergency departments in the state. This iteration aimed to improve the quality of pediatric acute care provided in a simulated setting and shared guidelines and resources with these hospitals. About 100 providers were included in this iteration. The goal of expanding the sites to a total of 20 sites was not accomplished given the lack of funding or mechanism to sustain this work and expand it further.
Schedule H, Part V, Section B, Line 11 Facility , 4	Facility , 4 - Riley Hospital for Children at Indiana University Health (Continue). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). Between July 2021 to March 2022, training took place in all adult primary care clinics in the IU Health System on the CTTP program, including the availability of services and how to make referrals into the free program for patients. In 2022, for the Academic Health Center, there were 656 referrals to the CTTP (75% of patients scheduled counseling with a TTS because of the referral; 52% of patients completed the session). A total of 449 patients, including 41 in the CTTP, enrolled in Clickotine. Also, in 2022, IU Health offered two TTS training courses with a total of 42 participants (12 were non-IU Health employees). * Support community-based organizations that help youth quit smoking. In 2022, the community benefit grant program awarded funding to the Marion County Public Health Department and Smoke Free Indy's implementation of Tobacco Free Parents - Quitting for Two, a new tobacco support program for new or expecting families in the Indianapolis community. Social Determinants of Health * Implement Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2022, the IU Health Riley MLP conducted eight intake interviews for service. Of those cases, all eight were selected/eligible for service (100%). At the end of this year, the MLP closed eight (8) cases. Of those cases, eight (8) were provided legal advice or representation (100%). Case types included public housing; minor guardianship/conservatorship; private landlord tenant; and social security disability. * Host the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship at Crispus Attucks High School welcomed 45 new fellows to the program this spring out of 72 applications. Due to attrition, the program includes 23 juniors in cohort 1 (88% retention) and 40 sophomores in cohort 2 (89% retention). An overview of the student demographics is as follows: Cohort 1 - 43% Black, 57% Hispanic/Latino, 87% female, 78% qualify for free or reduced lunch; Cohort 2 - 60% Black, 33% Hispanic/Latino, 83% female, 83% qualify for free or reduced lunch. The project team engaged in an extensive program review with a focus on incorporating student and parent feedback, identifying key areas for engagement, and supporting students' exploration, exposure, and employment in a diverse range of healthcare careers. Subsequently, programmatic elements have been enhanced to provide high-touch, wrap-around services to ensure students and parents are engaged and supported including a code of conduct, parent nights, a covid vaccination clinic, and an introduction to community partners. The Indiana Clinical and Translational Sciences Institute and Center for Leadership Development continued to be key partners in social enrichment programming while burgeoning partnerships with Ivy Tech and Employ Indy are underway to provide students with coaching and career readiness skills. * Maintain the Medical Physician Engineers, Scientists, and Clinicians Preparatory program (MPESC-Prep). This program seeks to increase and diversify the physician-scientist workforce by recruiting diverse high school and college students into STEM opportunities for professional development and mentorship with the end goal of preparing future physician-scientists, physician-engineers, biomedical researchers and clinical care providers. High school students are selected from public schools in the greater Indianapolis area. Undergraduate students are selected from three partner colleges/universities. Many students are placed with faculty mentors in laboratories, primarily at the Herman B Wells Center for Pediatric Research. The center brings new discoveries of care to patients and families at Riley. * Support community-based organizations, including the on-site Riley Food Pantry, to help patients and other community members who are food insecure. Support community-based organizations helping community members who are food insecure. In 2022, the community benefit grant program awarded funding to community-based organizations including Community Alliance of the Far Eastside (CAFE), Ivy Endowment, Inc., Gleaners, and Light of the World to provide food to individuals and families. All these organizations provide services to children and adults who are under/uninsured, from different racial and ethnic groups, and/or low-income. Also, the Riley Food Pantry started not only offering food to team members in need, but patients and their families. * Launch Integrated Social Work Initiative in IU Health clinical settings. Integrated Social Work (ISW) virtually assists providers and patients with urgent complex situations such as abuse and neglect concerns, domestic violence, housing insecurity and social barriers to care. This team of licensed social workers is skilled in assessing and identifying social determinants of health, providing resources and making recommendations that are unique to the patient and their circumstances. ISW provides urgent medical social work services thru an iPad cart to all primary care clinics throughout the system. Between March 2022 and December of 2022, in person training took place in all adult and pediatric primary care clinics. ISW performed 335 urgent consultations across the system between March and December of 2022. * Advance community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2022 CII funding opportunity was widely shared in Marion County; multiple project and partnership ideas were reviewed that would impact Marion County. The following community partners received funding for 2022 in Marion County: Gleaners Food Bank/American Heart Association/Purdue University Center for Health Equity & Innovation; Center for Interfaith Cooperation/IU Health Congregational Care Network; Peace Learning Center; Indianapolis Foundation Housing to Recovery; Indianapolis Public Transportation Foundation; and Aspire Higher Foundation. The awards focused on addressing food insecurity, health disparities, social isolation, housing for people experiencing homelessness and substance use disorders, transportation for people with disabilities, and community and social context. * Collaborate with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With over 850 volunteers and 13 unique projects to choose from, team members tracked around 3,050 hours and worked with several community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (neighborhood improvements, food insecurity, and education), access to healthcare, accessibility. Riley Hospital for Children at IU Health - Needs Not Being Addressed Riley Hospital for Children at IU Health is not addressing the significant need, Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). Riley Hospital for Children at IU Health perceives this health need as being addressed under many initiatives in Access to Healthcare Services. Riley Hospital for Children at IU Health will monitor this need to see if there are changes or opportunities in the future to address it further.
Schedule H, Part V, Section B, Line 11 Facility , 5	Facility , 5 - IU Health Saxony Hospital. IU Health Saxony Hospital - Needs Being Addressed Below is the progress of the hospital's implementation strategy by significant need and its respective initiative(s). IU Health Saxony Hospital is addressing the following significant needs between 2022 and 2024: Access to Healthcare Services; Aging Population and Needs of Seniors; Behavioral Health; Chronic Disease and Chronic Disease Management; Smoking, Tobacco Use and Exposure to Secondhand Smoke; and Social Determinants of Health. Access to Healthcare Services * Support the Trinity Free Clinic (free medical clinic providing healthcare services in the community). In 2022, IU Health Saxony provided a grant to reduce language barriers at Trinity Free Clinic. Grant dollars were used to purchase virtual interpreting services to allow clinic staff and volunteers to provide informed consent, complete patient intake forms and provide quality medical visits to un/underinsured non-English speaking patients. Over 2,000 patients used the language services. * Support Heart & Soul Clinic's operations (free medical clinic providing healthcare services in the community). - IU Health Saxony provided a grant to increase language services and access to quality healthcare at Heart & Soul Clinic. Grant dollars were used for the continuation of Language Line services as well as for hiring Spanish-speaking staff to communicate with patients. There were over 1,100 patient visits in 2022. Approximately 70 percent of these patients were non-English-speaking and used the Language Line services. * Support community members accessing healthcare services regardless of their ability to pay. In 2022, IU Health Saxony supported several local free/low-cost clinics to improve health access among low-income and un/underinsured community members in Hamilton County. IU Health Saxony supported Trinity Free Clinic, Heart & Soul Clinic and HOPE Family Care Center to ensure that individuals could access healthcare regardless of financial constraints. In 2022, Trinity Free Clinic provided over 15,000 low-cost patient visits, Heart & Soul Clinic provided 1,155 low-cost patient visits, and 175 patients received free women's health services at HOPE Family Care Center. * Provide vaccine clinics in the community. In 2022, IU Health Saxony community outreach and staff hosted ten flu/Covid-19 vaccine clinics in Hamilton County, resulting in 610 flu vaccines and 325 Covid-19 vaccines. Several of the clinics were held in underserved communities, such as food pantries and rural locations to increase vaccine access among hard-to-reach populations. In addition, many of the clinics were offered specifically to seniors and older adults to help protect the populations who are the most at-risk. Aging Population and Needs of Seniors * Support the Shepherd's Center of Hamilton County's (SCHC) geriatric counseling program (offers virtual, outpatient and home-based therapy to improve mental well-being among seniors). In 2022, IU Health Saxony provided a grant to support the growth of SCHC's geriatric counseling program. During the grant year, 344 counseling sessions were completed. 28% of clients were classified as extremely low income (under the federal poverty line) and 44% were classified as low income (between the poverty line and 185% of the poverty line). After involvement in the program for 90 days, clients reported that they had improved behavioral health symptoms, decreased feelings of isolation, and overall better quality of life. * Offer programming at the PrimeLife Enrichment (PLE) senior center. Community outreach and staff hosted three health education presentations pertaining to geriatric topics, such as memory care, oncology, and stroke awareness. 100% of attendees who completed post-program surveys reported that they had an increase in knowledge after the presentations. In addition, blood pressure screenings and two flu/Covid-19 vaccine clinics were hosted at PLE, resulting in 158 individuals vaccinated and nineteen individuals screened for hypertension. Behavioral Health Support Indiana Center for Prevention of Youth Abuse and Suicide (ICPYAS). - IU Health Saxony provided a grant to support free community youth abuse and suicide trainings throughout Hamilton County. Nearly 15,000 students across 16 Hamilton County schools completed the Child Lures body safety education program. 1,091 of these students were able to receive additional behavioral health support following the presentation. In addition, 177 adults completed the Stewards of Children child sexual abuse prevention training. 90% of attendees who completed the post-program evaluation stated that they are "very likely to take protective action necessary after training." 238 individuals completed QPR suicide prevention training. Those who completed program evaluation reported that the training increased their knowledge about suicide prevention on an average of 4.7 on a scale of 5. Support Hamilton County organizations that provide services for residents who are victims of crime, abuse and trauma or experience general behavioral health challenges. - In 2022, IU Health Saxony provided funding to Prevail of Central Indiana to provide safe and stable housing for individuals who have experienced crime or abuse. 85% of individuals who completed evaluations after receiving support indicated that they are now aware of more ways to plan for their physical and emotional safety. Additionally, 85% of individuals indicated that they are now aware of more options and resources available for how to deal with the circumstances that initially brought them to Prevail. Further implement the Virtual Care Peer Recovery Coaching Program (provides patients who have substance use concerns with virtual behavioral health services). - The Virtual Care Peer Recovery Coaching Program is currently implemented at IU Health North Hospital, and patients are referred to the program through hospital clinicians. Further implement the emergency department (ED) virtual care program (provides patients virtual access to behavioral health services). - The ED virtual care program is currently implemented at IU Health North Hospital, and patients are referred to the program through hospital clinicians. Chronic Disease and Chronic Disease Management Implement Fresh & Fit (a free 10-week fitness and nutrition program to improve overall physical and mental health). - In 2022, 70 Hamilton County community members completed the Fresh & Fit program, free of cost. Upon program completion, 77% of participants reduced their blood pressure levels, 75% of those with initial A1C measures at or above 5.7 lowered their measurements. In addition, a total of 948.1 pounds (average of 13.7 pounds per person) were lost between pre-program and post-program. On post-program assessments, over 94% of participants reported that they plan to further implement healthy habits by continuing a fitness and nutrition regimen into the future. Support Mudsock Youth Athletics (local community-based organization providing out-of-school recreational opportunities for youth). - In 2022, IU Health Saxony provided a grant to Mudsock Youth Athletics to support their Player-in-Need program, which offers scholarships to low-income families to enroll their children in recreational sports at a free or reduced cost. In addition, IU Health Saxony staff assembled over 800 first-aid kits that were donated to Mudsock Youth Athletics' coaches to ensure safety at sporting events and practices.
Schedule H, Part V, Section B, Line 11 Facility , 6	Facility , 6 - IU Health Saxony Hospital (continued). Smoking, Tobacco Use and Exposure to Secondhand Smoke Support the Tobacco Free Hamilton County Alliance (TFHC). - In 2022, IU Health Saxony supported the TFHC Community Conversation panel along with Trinity Free Clinic and the Hamilton County Health Department. The goal of this event was to increase knowledge surrounding the dangers and economic impact of tobacco, nicotine, and smokeless tobacco products. In addition, IU Health Saxony community outreach served on a monthly committee with Breathe Easy Hamilton County to discuss issues and solutions pertaining to tobacco and cessation. Further implement the Centralized Tobacco Treatment Program (CTTP) (provides patients access to evidence-based tobacco treatment). - The Centralized Tobacco Treatment Program (CTTP) program is currently implemented at IU Health Saxony Hospital, and patients are referred to the program through clinicians. The program data is managed and overseen by the IU Health Tobacco Collaborative team. In 2022, for the Indy Suburban Region (which includes IU Health Saxony), there were 11 referrals to the CTTP (64% of patients scheduled counseling with a TTS because of the referral; 55% of patients completed the session). A total of 449 patients, including 41 in the CTTP, enrolled in Clickotine. Social Determinants of Health Support Aspire Indiana Health (provides primary medical and behavioral healthcare and addresses non-medical barriers to health) - In 2022, IU Health Saxony provided a grant to support Aspire Indiana Health's Social Determinants of Health Certifications program that offers employment services, housing assistance and legal services for individuals at-risk for homelessness. 252 individuals received assistance, including career counseling, job search and placement, and opportunities to complete job certifications necessary to obtain occupations that provide sustainable income. Support access to healthy food and basic sustenance for families who are low-income and struggling to meet basic needs. - IU Health Saxony provided funding to the Fishers Farmers Market to implement the Fresh Bucks program, which allows Supplemental Nutrition Incentive Program (SNAP) recipients to purchase fresh, nutritious foods free of cost. Community members with SNAP were able to obtain 500 dollars' worth of market produce at no cost. In addition, IU Health Saxony Individual Solutions Coordinators assisted individuals and families who are low-income with enrollment in SNAP and Temporary Assistance to Needy Families (TANF) to increase the number of in-need community members who receive support. IU Health Saxony Hospital - Needs Not Being Addressed IU Health Saxony Hospital is not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Saxony Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Saxony Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Saxony Hospital does not have a maternity unit, which prevents the implementation of significant efforts surrounding maternal and infant health. Additionally, there is limited infrastructure to support maternal and infant health, which are services offered at a different IU Health hospital in the same county.
Schedule H, Part V, Section B, Line 11 Facility , 7	Facility , 7 - IU Health Methodist Hospital and IU Health University Hospital (continued). IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Not Being Addressed IU Health Methodist Hospital and IU Health University Hospital are not addressing the following significant needs between 2022 and 2024: health education and navigation and maternal and infant health and child well-being. Health Education and Navigation. Health education and navigation refers to services and resources that are available in the community, but people do not know how to get connected to them (e.g., how to obtain health insurance, understanding insurance benefits, navigating the healthcare system, language barriers and health literacy). IU Health Methodist Hospital perceives this health need as being addressed under many initiatives in Access to Healthcare Services. IU Health Methodist Hospital will monitor this need to see if there are changes or opportunities in the future to address it further. Maternal and Infant Health and Child Well-being. IU Health Methodist Hospital is located in downtown Indianapolis and is part of the downtown IU Health campus that also includes IU Health University Hospital and Riley Hospital for Children at IU Health. The latter hospital opened the Riley Hospital for Children Maternity Tower in November 2021. The new facility centralizes all maternity and newborn health services offered at the three downtown hospitals. For this reason, the health need will be addressed exclusively by Riley Hospital for Children at IU Health.
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) 2022

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?215
Name and address		Type of Facility (describe)
1	IU HEALTH SIMON CANCER CTR 1030 W MICHIGAN ST INDIANAPOLIS,IN46202	SPECIALTY CARE
2	IU HEALTH NEUROLOGY 13000 E 136 ST SUITE 3300 FISHERS,IN46037	SPECIALTY CARE
3	IU HEALTH NEUROSURGERY 2525 W UNIVERSITY AVE SUITE 401 MUNCIE,IN47303	SPECIALTY CARE
4	IU HEALTH NEUROSURGERY ORTHOPEDICS AND RHEUMATOLOGY 201 PENNSYLVANIA PKWY SUITE 100 CARMEL,IN46280	SPECIALTY CARE
5	IU HEALTH EAST WASHINGTON SURGERY CENTER 9660 E WASHINGTON ST STE 200 INDIANAPOLIS,IN46229	AMBULATORY SURGERY
6	IU HEALTH MERIDIAN SOUTH SURGERY CENTER 8820 S MERIDIAN ST INDIANAPOLIS,IN46217	AMBULATORY SURGERY
7	IU HEALTH BELTWAY SURGERY CENTER 151 PENNSYLVANIA PKWY CARMEL,IN46280	AMBULATORY SURGERY
8	IU HEALTH SPRING MILL SURGERY CENTER 10300 N ILLINOIS ST STE 1300 CARMEL,IN46290	AMBULATORY SURGERY
9	IU HEALTH BALL MEM OUTPATIENT SURG CTR 2401 W UNIVERSITY AVE MUNCIE,IN47303	AMBULATORY SURGERY
10	IU HEALTH EAGLE HIGHLANDS SURGERY CENTER 6850 PARKDALE PL INDIANAPOLIS,IN46254	AMBULATORY SURGERY
11	SENATE STREET SURGERY CENTER 1801 N SENATE BLVD Suite D145 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
12	INDIANA ENDOSCOPY CENTERS 1115 N RONALD REAGAN PKWY STE 3 AVON,IN46123	AMBULATORY SURGERY
13	INDIANA ENDOSCOPY CENTERS 1801 N SENATE BLVD STE 710 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
14	GLEN LEHMAN ENDOSCOPY SUITE 550 N UNIVERSITY BLVD STE 4100 INDIANAPOLIS,IN46202	AMBULATORY SURGERY
15	RILEY OUTPATIENT SURGERY CENTER 575 RILEY HOSPITAL DR INDIANAPOLIS,IN46202	AMBULATORY SURGERY
16	IU HEALTH SAXONY SURGERY CENTER 13100 E 136TH ST FISHERS,IN46037	AMBULATORY SURGERY
17	IU Health Meridian South Surgery Center 8820 S Meridian St INDIANAPOLIS,IN46217	Ambulatory Surgery
18	BLOOD & BONE MARROW STEM CELL TRANSPLANT & IMMUNE CELL THERAPY PROGRAM 1030 W MICHIGAN ST 2ND FLOOR INDIANAPOLIS,IN46202	SPECIALTY CARE
19	ICU SURVIVOR CENTER 1801 N SENATE BLVD STE 230 INDIANAPOLIS,IN46202	SPECIALTY CARE
20	IU HEALTH ADVANCED HEART & LUNG CARE 1801 N SENATE BLVD STE 2000 INDIANAPOLIS,IN46202	SPECIALTY CARE
21	IU HEALTH PAIN CENTER 888 AUTO MALL RD BLOOMINGTON,IN47401	SPECIALTY CARE
22	IU HEALTH CARDIOLOGY 10101 ERNST RD SUITE 1400 ROANOKE,IN46783	SPECIALTY CARE
23	IU HEALTH CARDIOPULMONARY REHAB 10101 ERNST RD SUITE 1600 ROANOKE,IN46783	SPECIALTY CARE
24	IU HEALTH CARDIOVASCULAR SURGERY 2651 E Discovery Pkwy BLOOMINGTON,IN47408	SPECIALTY CARE
25	IU HEALTH CENTER FOR LIMB LOSS 362 W 15TH ST SUITE 3800 INDIANAPOLIS,IN46202	SPECIALTY CARE
26	IU Health Central Indiana Cancer Centers 10212 LANTERN RD FISHERS,IN46038	SPECIALTY CARE
27	IU HEALTH CENTRAL INDIANA CANCER CENTERS 6845 RAMA DR INDIANAPOLIS,IN46219	SPECIALTY CARE
28	IU Health Central Indiana Cancer Centers 1701 N SENATE BLVD C6 INDIANAPOLIS,IN46202	SPECIALTY CARE
29	IU HEALTH PALLIATIVE CARE 1633 N CAPITOL AVE STE 301 INDIANAPOLIS,IN46202	SPECIALTY CARE
30	IU Health Hip & Knee Center 13000 E 136TH ST SUITE 2000 FISHERS,IN46037	SPECIALTY CARE
31	IU HEALTH INFUSION 10101 ERNST RD SUITE 1500 ROANOKE,IN46783	SPECIALTY CARE
32	IU HEALTH LIFECARE 1633 N CAPITOL AVE STE 300 INDIANAPOLIS,IN46202	SPECIALTY CARE
33	IU HEALTH OBSTETRICS & GYNECOLOGY 17160 DRAGONFLY DR SUITE 400 NOBLESVILLE,IN46060	SPECIALTY CARE
34	IU HEALTH OBSTETRICS & GYNECOLOGY 2901 W JACKSON ST MUNCIE,IN47304	SPECIALTY CARE
35	IU HEALTH OBSTETRICS & GYNECOLOGY 1542 S BLOOMINGTON ST GREENCASTLE,IN46135	SPECIALTY CARE
36	IU HEALTH ORTHOPEDICS 7230 ENGLE RD SUITE 100 FORT WAYNE,IN46804	SPECIALTY CARE
37	IU HEALTH NEUROSCIENCE CENTER 362 W 15TH ST INDIANAPOLIS,IN46202	SPECIALTY CARE
38	IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2598 W WHITE RIVER BLVD MUNCIE,IN47303	SPECIALTY CARE
39	IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 2605 E CREEKS EDGE DR BLOOMINGTON,IN47401	SPECIALTY CARE
40	IU HEALTH ORTHOPEDICS & SPORTS MEDICINE 9660 E WASHINGTON ST SUITE 100 INDIANAPOLIS,IN46229	SPECIALTY CARE
41	IU HEALTH OTOLARYNGOLOGY HEAD & NECK SURGERY 1115 N RONALD REAGAN PKWY SUITE AVON,IN46123	SPECIALTY CARE
42	IU HEALTH PHYSICAL MEDICINE & REHABILITATION 362 W 15TH ST SUITE 3800 INDIANAPOLIS,IN46202	SPECIALTY CARE
43	IU HEALTH PHYSICAL MEDICINE & REHABILITATION 1300 E 136TH ST SUITE 3600 FISHERS,IN46037	SPECIALTY CARE
44	IU HEALTH POSITIVE LINK 333 E Miller Dr BLOOMINGTON,IN47401	SPECIALTY CARE
45	IU HEALTH POSITIVE LINK 642 W Hospital Rd PAOLI,IN47454	SPECIALTY CARE
46	IU HEALTH POSITIVE LINK 100 Executive Dr Suite J LAFAYETTE,IN47905	SPECIALTY CARE
47	IU HEALTH POSITIVE LINK 100 S 7th St Lower Level TERRE HAUTE,IN47807	SPECIALTY CARE
48	IU HEALTH POSITIVE LINK 6000 W Kilgore Ave MUNCIE,IN47304	SPECIALTY CARE
49	IU HEALTH PRECISION GENOMICS PROGRAM 1030 W MICHIGAN ST STE 3307 INDIANAPOLIS,IN46202	SPECIALTY CARE
50	IU HEALTH PRECISION MEDICINE CLINIC 550 N University Blvd Suite 2180 INDIANAPOLIS,IN46202	SPECIALTY CARE
51	IU HEALTH REPRODUCTIVE ENDOCRINOLOGY & FERTILITY 550 N University Blvd Suite 2403 INDIANAPOLIS,IN46202	SPECIALTY CARE
52	IU HEALTH SLEEP APNEA EDUCATION CENTER 3750 Landmark Dr Suite C LAFAYETTE,IN47905	SPECIALTY CARE
53	IU HEALTH SLEEP APNEA EDUCATION CENTER 6004 W KILGORE AVE MUNCIE,IN47304	SPECIALTY CARE
54	IU HEALTH SLEEP APNEA EDUCATION CENTER 2920 McIntire Dr Suite 150B BLOOMINGTON,IN47403	SPECIALTY CARE
55	IU HEALTH SLEEP APNEA EDUCATION CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	SPECIALTY CARE
56	IU HEALTH SLEEP APNEA EDUCATION CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	SPECIALTY CARE
57	IU HEALTH SLEEP APNEA EDUCATION CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON,IN46123	SPECIALTY CARE
58	IU HEALTH SLEEP APNEA EDUCATION CENTER 13100 E 136TH ST STE 3200B FISHERS,IN46037	SPECIALTY CARE
59	IU HEALTH SLEEP LAB 3750 LANDMARK DR SUITE A LAFAYETTE,IN47905	SPECIALTY CARE
60	IU HEALTH SLEEP DISORDERS CENTER 6004 W KILGORE AVE MUNCIE,IN47304	SPECIALTY CARE
61	IU HEALTH SLEEP DISORDERS CENTER 1504 CLINIC DR BEDFORD,IN47421	SPECIALTY CARE
62	IU HEALTH SLEEP DISORDERS CENTER 1411 W COUNTY LINE RD STE C GREENWOOD,IN46142	SPECIALTY CARE
63	IU HEALTH SLEEP DISORDERS CENTER 2920 McIntire Dr BLOOMINGTON,IN47403	SPECIALTY CARE
64	IU HEALTH SLEEP DISORDERS CENTER 714 N SENATE AVE STE 110 INDIANAPOLIS,IN46202	SPECIALTY CARE
65	IU HEALTH SLEEP DISORDERS CENTER 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	SPECIALTY CARE
66	IU HEALTH SLEEP DISORDERS CENTER 720 S 6TH ST MONTICELLO,IN47960	SPECIALTY CARE
67	IU HEALTH SLEEP MEDICINE 1300 S JACKSON ST FRANKFORT,IN46041	SPECIALTY CARE
68	IU HEALTH SLEEP DISORDERS CENTER 500 W VOTAW ST PORTLAND,IN47371	SPECIALTY CARE
69	IU HEALTH SLEEP DISORDERS CENTER 642 W HOSPITAL RD PAOLI,IN47454	SPECIALTY CARE
70	IU HEALTH SLEEP DISORDERS CENTER 1000 S MAIN ST TIPTON,IN46072	SPECIALTY CARE
71	IU HEALTH SLEEP DISORDERS CENTER 1115 N RONALD REAGAN PKWY STE 3 AVON,IN46123	SPECIALTY CARE
72	IU HEALTH SLEEP DISORDERS CENTER 11725 N ILLINOIS ST SUITE 485 CARMEL,IN46032	SPECIALTY CARE
73	IU HEALTH SLEEP DISORDERS CENTER 11590 N MERIDIAN ST SUITE 300 CARMEL,IN46032	SPECIALTY CARE
74	IU HEALTH SLEEP DISORDERS CENTER 13100 E 136TH ST STE 3200 FISHERS,IN46037	SPECIALTY CARE
75	IU HEALTH VOICE CENTER 11725 N Illinois St Suite 275 CARMEL,IN46032	SPECIALTY CARE
76	IU HEALTH WOUND CARE 1701 N SENATE BLVD AG053 INDIANAPOLIS,IN46202	SPECIALTY CARE
77	IU Health University Hospital Interventional & Advanced Pain Therapies 550 N UNIVERSITY BLVD STE 2007 INDIANAPOLIS,IN46202	SPECIALTY CARE
78	CONNECTED CARE-IU HEALTH SAXONY HOSPITAL 13000 E 136TH ST SUITE 3400 FISHERS,IN46037	PRIMARY CARE
79	ADULT AMBULATORY CARE CENTER 550 N UNIVERSITY BLVD STE 3500 INDIANAPOLIS,IN46202	PRIMARY CARE
80	IU HEALTH CONNECTED CARE-INDIANAPOLIS 7140 E WASHINGTON ST SUITE 100 INDIANAPOLIS,IN46219	PRIMARY CARE
81	IU HEALTH FAMILY & INTERNAL MEDICINE 560 W LONGEST ST PAOLI,IN47454	PRIMARY CARE
82	IU HEALTH PRIMARY CARE 4870 E JACKSON ST MUNCIE,IN47303	PRIMARY CARE
83	IU HEALTH PRIMARY CARE 14520 W DAVIS DR DALEVILLE,IN47334	PRIMARY CARE
84	IU HEALTH PRIMARY CARE 10101 Ernst Rd Suite 1200 ROANOKE,IN46783	PRIMARY CARE
85	IU HEALTH PRIMARY CARE 9650 E Washington St Suite 100 INDIANAPOLIS,IN46229	PRIMARY CARE
86	IU HEALTH PRIMARY CARE - ALBANY 349 W 1st St ALBANY,IN47320	PRIMARY CARE
87	IU HEALTH PRIMARY CARE - FAMILY MEDICINE WOBSTETRICS 2901 W Jackson St MUNCIE,IN47304	PRIMARY CARE
88	IU HEALTH PRIMARY CARE - INTERNAL MEDICINE 2901 W Jackson St MUNCIE,IN47304	PRIMARY CARE
89	IU HEALTH PRIMARY CARE - YORKTOWN 1420 S PILGRIM BLVD YORKTOWN,IN47396	PRIMARY CARE
90	IU Health Primary Care Central Indianapolis - Family Medicine Residency 1040 Wishard Blvd INDIANAPOLIS,IN46202	PRIMARY CARE
91	IU Health Primary Care Fort Wayne - Hope Drive 7411 HOPE Drive Suite C FORT WAYNE,IN46815	PRIMARY CARE
92	IU HEALTH PRIMARY CARE FORT WAYNE - NORTH 10215 AUBURN PARK DR FORT WAYNE,IN46825	PRIMARY CARE
93	IU HEALTH PRIMARY CARE FORT WAYNE - SOUTHEAST 256 E PETTIT AVE FORT WAYNE,IN46806	PRIMARY CARE
94	IU HEALTH MORGAN WALK-IN 2209 JOHN R WOODEN DR DOOR 7 MARTINSVILLE,IN46151	PRIMARY CARE
95	IU Health Primary Care Fort Wayne - Hope Drive 13000 E 136TH ST SUITE 3300 FISHERS,IN46037	PRIMARY CARE
96	IU Health Adult Physical Therapy & Rehabilitation Services 13000 E 136TH ST SUITE 2100 FISHERS,IN46037	REHABILITATION SERVICES
97	IU Health Physical Therapy & Rehabilitation 6866 W STONEGATE DR SUITE 106 ZIONSVILLE,IN46077	REHABILITATION SERVICES
98	IU Health Physical Therapy & Rehabilitation 404 E WASHINGTON ST STE B INDIANAPOLIS,IN46204	REHABILITATION SERVICES
99	IU Health Adult Speech-Language Pathology 550 N UNIVERSITY BLVD INDIANAPOLIS,IN46202	REHABILITATION SERVICES
100	IU Health Rehabilitation & Sports Medicine 2900 16th St BEDFORD,IN47421	REHABILITATION SERVICES
101	IU Health Rehabilitation & Sports Medicine Center East 328 S WOODCREST DR BLOOMINGTON,IN47401	REHABILITATION SERVICES
102	IU Health Rehabilitation & Sports Medicine Center Spencer 926 IN-46 200 Spencer,IN47460	REHABILITATION SERVICES
103	IU Health Rehabilitation & Sports Medicine Center West 2499 W Cota Dr BLOOMINGTON,IN47403	REHABILITATION SERVICES
104	IU Health Physical Therapy & Rehabilitation 4935 W ARLINGTON RD BLOOMINGTON,IN47404	REHABILITATION SERVICES
105	IU Health Physical Therapy & Rehabilitation 1801 N SENATE BLVD STE 240 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
106	IU Health Occupational Therapy Services 1801 N SENATE BLVD STE 530 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
107	NEUROREHABILITATION AND ROBOTICS 355 W 16TH ST STE 1078 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
108	IU HEALTH OCCUPATIONAL SERVICES 2804 16TH ST BEDFORD,IN47421	REHABILITATION SERVICES
109	IU HEALTH MORGAN REHABILITATION 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	REHABILITATION SERVICES
110	IU Health Physical Therapy & Rehabilitation 550 N UNIVERSITY BLVD RM 4175 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
111	IU Health Adult Physical Therapy & Rehabilitation Services 1801 N SENAE BLVD STE 1438 INDIANAPOLIS,IN46202	REHABILITATION SERVICES
112	IU HEALTH REHABILITATION SERVICES 1300 S JACKSON ST FRANKFORT,IN46141	REHABILITATION SERVICES
113	IU Health Physical Therapy & Rehabilitation 2705 W North Street MUNCIE,IN47303	REHABILITATION SERVICES
114	IU Health Physical Therapy & Rehabilitation 7411 N Keystone Ave Suite B INDIANAPOLIS,IN46240	REHABILITATION SERVICES
115	IU Health Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 120 INDIANAPOLIS,IN46254	REHABILITATION SERVICES
116	IU Health Physical Therapy & Rehabilitation 1010 S MAIN ST SUITE 110 TIPTON,IN46072	REHABILITATION SERVICES
117	IU Health Physical Therapy & Rehabilitation 9670 E WASHINGTON ST STE 115 INDIANAPOLIS,IN46229	REHABILITATION SERVICES
118	IU Health Physical Therapy & Rehabilitation 8820 S Meridian St Suite 215 INDIANAPOLIS,IN46217	REHABILITATION SERVICES
119	IU Health Physical Therapy & Rehabilitation 2476 E 116TH ST G-100 CARMEL,IN46032	REHABILITATION SERVICES
120	IU Health Physical Therapy & Rehabilitation 410 PILGRIM BLVD HARTFORD CITY,IN47348	REHABILITATION SERVICES
121	IU Health Pediatric Physical Therapy & Rehabilitation 6820 PARKDALE PL STE 109 INDIANAPOLIS,IN46254	REHABILITATION SERVICES
122	IU Health Physical Therapy & Rehabilitation 14645 HAZEL DELL RD NOBLESVILLE,IN46062	REHABILITATION SERVICES
123	IU HEALTH URGENT CARE - BLOOMINGTON 326 S WOODCREST DR BLOOMINGTON,IN47401	URGENT CARE
124	IU HEALTH URGENT CARE - GREENWOOD 996 S SR 135 SUITE P GREENWOOD,IN46143	URGENT CARE
125	IU HEALTH URGENT CARE - AVON 10853 E US HWY 36 AVON,IN46123	URGENT CARE
126	IU HEALTH URGENT CARE - BROAD RIPPLE 1036 BROAD RIPPLE AVE INDIANAPOLIS,IN46220	URGENT CARE
127	IU HEALTH URGENT CARE - DOWNTOWN INDPLS 222 W WASHINGTON ST INDIANAPOLIS,IN46204	URGENT CARE
128	IU HEALTH URGENT CARE - BROWNSBURG 90 E GARNER RD STE A BROWNSBURG,IN46112	URGENT CARE
129	IU HEALTH URGENT CARE - NOBLESVILLE 14645 HAZEL DELL ROAD SUITE 120 NOBLESVILLE,IN46062	URGENT CARE
130	IU HEALTH URGENT CARE - LAFAYETTE 1 WALTER SCHOLER DR LAFAYETTE,IN47909	URGENT CARE
131	IU HEALTH URGENT CARE - FORT WAYNE NORTH 9821 LIMA RD STE 103 FORT WAYNE,IN46818	URGENT CARE
132	IU HEALTH URGENT CARE - WEST LAFAYETTE 253 SAGAMORE PKWY W WEST LAFAYETTE,IN47906	URGENT CARE
133	IU Health Urgent Care Fort Wayne - Hope Drive 7411 Hope Drive Suite A Fort Wayne,IN46815	Urgent Care
134	IU HEALTH RADIOLOGY 9660 E WASHINGTON ST INDIANAPOLIS,IN46229	RADIOLOGY
135	IU HEALTH CANCER RADIATION CENTER 9149 STATE RD 37 BEDFORD,IN47421	RADIOLOGY
136	IU HEALTH RADIOLOGY 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	RADIOLOGY
137	IU HEALTH RADIOLOGY 6850 PARKDALE PL INDIANAPOLIS,IN46254	RADIOLOGY
138	IU HEALTH RADIOLOGY 362 W 15TH ST SUITE 4200 INDIANAPOLIS,IN46202	RADIOLOGY
139	IU HEALTH MORGAN RADIOLOGY 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	RADIOLOGY
140	IU HEALTH RADIOLOGY 550 N UNIVERSITY BLVD UN 0663 INDIANAPOLIS,IN46202	RADIOLOGY
141	IU HEALTH RADIOLOGY 404 E WASHINGTON ST STE B INDIANAPOLIS,IN46204	RADIOLOGY
142	IU HEALTH RADIOLOGY 1801 N SENATE BLVD RM A 1157A INDIANAPOLIS,IN46202	RADIOLOGY
143	IU HEALTH RADIOLOGY 2625 E 62nd St Suite 2010 INDIANAPOLIS,IN46220	RADIOLOGY
144	IU HEALTH RADIOLOGY 7411 HOPE DR SUITE B FORT WAYNE,IN46815	RADIOLOGY
145	IU HEALTH RADIOLOGY 151 PENNSYLVANIA PKWY SUITE 160 INDIANAPOLIS,IN46280	RADIOLOGY
146	IU HEALTH RADIOLOGY 720 ESKENAZI INDIANAPOLIS,IN46202	RADIOLOGY
147	IU HEALTH RADIOLOGY 3401 E Raymond INDIANAPOLIS,IN46203	RADIOLOGY
148	IU HEALTH RADIOLOGY 10101 Ernst Rd Suite 1100 ROANOKE,IN46783	RADIOLOGY
149	IU HEALTH RADIOLOGY 4880 CENTURY PLAZA RD STE 155 INDIANAPOLIS,IN46254	RADIOLOGY
150	IU HEALTH RADIOLOGY 2598 W WHITE RIVER BLVD MUNCIE,IN47303	RADIOLOGY
151	IU HEALTH RADIOLOGY 1111 N RONALD REAGAN PKWY AVON,IN46123	RADIOLOGY
152	IU HEALTH RADIOLOGY 8830 S MERIDIAN ST INDIANAPOLIS,IN46217	RADIOLOGY
153	IU HEALTH RADIOLOGY 1000 S MAIN ST TIPTON,IN46072	RADIOLOGY
154	IU HEALTH RADIOLOGY 1375 N GREEN ST STE 200 BROWNSBURG,IN46112	RADIOLOGY
155	IU HEALTH RADIOLOGY 11700 N MERIDIAN ST CARMEL,IN46032	RADIOLOGY
156	IU HEALTH RADIOLOGY 13000 E 136TH ST FISHERS,IN46037	RADIOLOGY
157	IU HEALTH RADIOLOGY 1701 N SENATE BLVD Room A 1157A INDIANAPOLIS,IN46202	RADIOLOGY
158	IU HEALTH UNIVERSITY RETAIL PHARMACY 550 N UNIVERSITY BLVD UH1425 INDIANAPOLIS,IN46202	PHARMACY
159	IU HEALTH METHODIST RETAIL PHARMACY 1801 N SENATE BLVD STE 105 INDIANAPOLIS,IN46202	PHARMACY
160	Riley Retail Pharmacy at IU Health 705 RILEY HOSPITAL DR ROC 1201 INDIANAPOLIS,IN46202	PHARMACY
161	IU HEALTH ARNETT RETAIL PHARMACY 5165 McCarty Ln Entrance 4 LAFAYETTE,IN47905	PHARMACY
162	IU HEALTH BLACKFORD PHARMACY 400 PILGRIM BLVD HARTFORD CITY,IN47348	PHARMACY
163	IU HEALTH BLOOMINGTON RETAIL PHARMACY 2651 E DISCOVERY PKWY SUITE A2032 BLOOMINGTON,IN47408	PHARMACY
164	IU HEALTH PHARMACY - JACKSON 2901 W Jackson St Suite B MUNCIE,IN47304	PHARMACY
165	IU HEALTH FAMILY PHARMACY 5501 W BETHEL AVE MUNCIE,IN47304	PHARMACY
166	IU HEALTH NORTH RETAIL PHARMACY 11700 N MERIDIAN ST STE B106 CARMEL,IN46032	PHARMACY
167	IU HEALTH WEST RETAIL PHARMACY 1111 N RONALD REAGAN PKWY M105 AVON,IN46123	PHARMACY
168	IU HEALTH YORKTOWN PHARMACY 1420 S PILGRIM BLVD YORKTOWN,IN47396	PHARMACY
169	IU HEALTH PAVILION COMMUNITY PHARMACY 2401 W UNIVERSITY AVE OMP 1635 MUNCIE,IN47303	PHARMACY
170	IU HEALTH SAXONY RETAIL PHARMACY 13100 E 136TH ST STE 1000 FISHERS,IN46037	PHARMACY
171	IU HEALTH ADVANCED THERAPIES PHARMACY 390 Airtech Pkwy Suite 106A PLAINFIELD,IN46168	PHARMACY-MAIL ORDER/SPECIALTY SERVICES
172	IU HEALTH HOME CARE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOME HEALTH
173	IU HEALTH EXPRESSIONS HOME MEDICAL EQUIP 11725 N ILLINOIS ST SUITE 485 CARMEL,IN46032	HOME HEALTH
174	IU HEALTH HOSPICE 950 N MERIDIAN ST STE 700 INDIANAPOLIS,IN46204	HOSPICE
175	IU HEALTH DIAGNOSTIC CENTER ARLINGTON LAB 4935 W ARLINGTON RD BLOOMINGTON,IN47404	LAB
176	IU HEALTH ARNETT CANCER CARE LAB 420 N 26TH ST LAFAYETTE,IN47904	LAB
177	IU HEALTH ARNETT 2600 FERRY ST LAB 2600 FERRY ST LAFAYETTE,IN47904	LAB
178	IU HEALTH ARNETT GREENBUSH LAB 2600 GREENBUSH ST LAFAYETTE,IN47904	LAB
179	IU HEALTH ARNETT HOSPITAL LAB 5165 MCCARTY LN LAFAYETTE,IN47905	LAB
180	IU HEALTH ARNETT SOUTHSIDE LAB 1 WALTER SCHOLER DR LAFAYETTE,IN47909	LAB
181	IU HEALTH ARNETT WESTSIDE LAB 253 SAGAMORE PKWY W WEST LAFAYETTE,IN47906	LAB
182	IU HEALTH BALL MEMORIAL HOSPITAL LAB 2401 UNIVERSITY AVE MUNCIE,IN47303	LAB
183	IU HEALTH BEDFORD HOSPITAL LAB 2900 W 16TH ST BEDFORD,IN47421	LAB
184	IU HEALTH BETHEL LAB 5501 W BETHEL AVE MUNCIE,IN46304	LAB
185	IU HEALTH BLACKFORD HOSPITAL LAB 410 PILGRIM BLVD HARTFORD CITY,IN47348	LAB
186	IU HEALTH FRANKFORT LAB 1300 S JACKSON ST FRANKFORT,IN46041	LAB
187	IU HEALTH GEORGETOWN MEDICAL PLAZA LAB 4880 CENTURY PLAZA RD STE 125 INDIANAPOLIS,IN46254	LAB
188	IU HEALTH JAY HOSPITAL OUTPATIENT LAB 500 W VOTAW ST PORTLAND,IN47371	LAB
189	IU HEALTH LANDMARK OUTPATIENT LAB 550 LANDMARK AVE BLOOMINGTON,IN47403	LAB
190	IU HEALTH MOORESVILLE LAB 820 SAMUEL MOORE PKWY MOORESVILLE,IN46158	LAB
191	IU HEALTH MORGAN LAB 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	LAB
192	IU HEALTH NORTH HOSPITAL LAB 11700 N MERIDIAN ST CARMEL,IN46032	LAB
193	IU HEALTH PAOLI HOSPITAL LAB 642 W HOSPITAL RD PAOLI,IN47454	LAB
194	IU HEALTH PATHOLOGY LAB 350 W 11TH ST INDIANAPOLIS,IN46202	LAB
195	IU HEALTH SAXONY HOSPITAL LAB 13000 E 136TH ST FISHERS,IN46037	LAB
196	IU HEALTH SIP BEDFORD LAB 2900 W 16TH ST BEDFORD,IN47421	LAB
197	IU HEALTH TIPTON HOSPITAL LAB 1000 S MAIN ST TIPTON,IN46072	LAB
198	IU HEALTH WEST HOSPITAL LAB 1111 RONALD REAGAN PKWY SUITE A11 AVON,IN46123	LAB
199	IU HEALTH WHITE MEMORIAL HOSPITAL LAB 720 S 6TH ST MONTICELLO,IN47960	LAB
200	IUH BLOOMINGTON HOSPITAL MAIN CAMPUS LAB 2651 E Discovery Pkwy 1ST FLOOR BLOOMINGTON,IN47408	LAB
201	IUH JOE & SHELLY SCHWARZ CANCER CTR LAB 11700 N MERIDIAN ST CARMEL,IN46032	LAB
202	IUH METHODIST MED PLAZA BROWNSBURG LAB 1375 N GREEN ST BROWNSBURG,IN46112	LAB
203	IUH METHODIST MED PLAZA EAGLE HIGHLANDS 6850 PARKDALE PL INDIANAPOLIS,IN46254	LAB
204	IUH METHODIST MEDICAL PLAZA EAST LAB 9660 E WASHINGTON ST INDIANAPOLIS,IN46229	LAB
205	IUH METHODIST MEDICAL PLAZA NORTH LAB 151 PENNSYLVANIA PKWY CARMEL,IN46280	LAB
206	IUH METHODIST MEDICAL PLAZA SOUTH LAB 8820 S MERIDIAN ST INDIANAPOLIS,IN46217	LAB
207	IUH METHODIST PROFESSIONAL CENTER LAB 1801 N SENATE BLVD INDIANAPOLIS,IN46202	LAB
208	UNIV HOSP AMBULATORY OUTPATIENT CNTR LAB 550 N UNIVERSITY BLVD RM 1005 INDIANAPOLIS,IN46202	LAB
209	IUH ADDICTION TREATMENT & RECOVERY CNTR 727 W 2ND ST BLOOMINGTON,IN47403	BEHAVIORAL HEALTH
210	IUH ADDICTION TREATMENT & RECOVERY CNTR 1758 W 100 S PORTLAND,IN47371	BEHAVIORAL HEALTH
211	IUH ADDICTION TREATMENT & RECOVERY CNTR 210 N TILLOTSON AVE MUNCIE,IN47304	BEHAVIORAL HEALTH
212	IUH ADDICTION TREATMENT & RECOVERY CNTR 1730 N Capitol Ave Suite C3 INDIANAPOLIS,IN46202	BEHAVIORAL HEALTH
213	IUH ADDICTION TREATMENT & RECOVERY CNTR 1115 N Ronald Reagan Pkwy Suite 36 Avon,IN46123	BEHAVIORAL HEALTH
214	IU HEALTH MORGAN 2209 JOHN R WOODEN DR MARTINSVILLE,IN46151	DIAGNOSTIC & OTHER OUTPATIENT
215	IU HEALTH OLCOTT CENTER 2651 E Discovery Pkwy BLOOMINGTON,IN47408	DIAGNOSTIC & OTHER OUTPATIENT

Schedule H (Form 990) 2022

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 34.92%.
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 $42,583,810 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. supports and/or participates in a variety of community-building activities that address the non-medical, root causes of health problems in the communities it serves. IU Health Inc. and its related hospital entities across the state of Indiana ("IU Health Statewide System") investments include economic development efforts across the state, workforce development opportunities, collaborate with like-minded organizations through coalitions that address key issues, and advocate for improvements in the health status of vulnerable populations. Some activities meet the definition of community benefit and have been reported as such. IU Health Inc. supported several different types of community building activities to promote the health of the community. These activities include: Economic Development: Due to the relationship between health, safety and economic growth, IU Health Inc. has long seen the value in supporting sustainable economic growth and quality of place in Indianapolis and the surrounding metropolitan area. IU Health Inc. provided in-kind and financial support to the Indianapolis Chamber of Commerce's Accelerate Indy For All, the economic development strategy. The pillars of the strategy include educated and talented workers; innovative and enterprising business; attractive and connected places; and a vibrant and inviting image. Workforce Development: Seeking opportunities to collaborate with educational institutes to promote the health sciences professions, IU Health Inc. has several departments that did community education and outreach to encourage students to explore and consider healthcare careers. As the healthcare industry faces workforce shortages, this presents an opportunity to inspire students, especially racial and ethnic minority students, to go to college or seek other post-secondary education alternatives. Coalition Building: IU Health team members participate on the governing boards of nonprofit organizations that seek to increase access to healthcare services, health equity, and advancing public health. Additionally, IU Health team members participate in local coalitions such as the Top 10 Coalition and Health Equity Action Team to share resources and information as well as improve community and partner capacity to address health needs and advance health equity in the community. Leadership Development/Training for Community Members: IU Health can be traced back to its two founding organizations: the United Methodist Church and Indiana University. Today, these two organizations each comprise half of the governing bodies of IU Health. This cash donation supports the values of both organization and their commitment to 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, INC. INCLUDES COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES BUT IS NOT ABLE TO SEGREGATE THE COSTS ASSOCIATED WITH PHYSICIAN CLINICS.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	42583810
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 the financial resources to pay for their medical care. 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 are used when determining the level of financial assistance 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 $88,213,000 and $133,584,000 in 2022 and 2021, 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	Though IU Health Inc. believes its CHNA process is comprehensive, the CHNA is done on a triennial basis. Between CHNA cycles, IU Health Inc. gathers data and information to monitor the most current needs of the community. Additional sources of data and information include: * IU Health data analytics and information service teams; * Secondary data sources from Federal, state, and local entities with a focus on health behaviors, health outcomes, and social determinants of health; * Obtaining community organization and governmental agency perspectives; priority population perspectives; and other healthcare and hospital perspectives; * Reports that share findings and recommendations on certain populations within the community and/or health behaviors, health outcomes, or social determinants of health; * Evidence informed sources; and * Team member participation in partnering efforts (e.g., coalitions, advisory committees, task forces, etc.). The regular review of these sources of data and information rarely impact what the significant needs are between CHNA cycles. However, it does help influence the types or level of interventions to address the significant needs; prioritize resources to those groups or neighborhoods experiencing health disparities in the community; identify funding opportunities to support interventions; and strengthen or mobilize partnerships to improve health.
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 2022, the most recent data available, MARION COUNTY'S POPULATION WAS 969,466 AND 51.6% WERE FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 62.4% WHITE NON-HISPANIC, 29.6% BLACK NON-HISPANIC, 11.3% HISPANIC OR LATINO, 4.2% ASIAN, 0.5% AMERICAN INDIAN OR ALASKA NATIVE, AND 3.2% 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, MADISON, AND HANCOCK COUNTIES. APPROXIMATELY 67% 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 2022, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 364,921. JUST OVER HALF (50.7%) OF THE COUNTY'S POPULATION IS FEMALE. THE COUNTY'S POPULATION ESTIMATES BY RACE ARE 85.5% WHITE NON-HISPANIC, 4.9% BLACK, 4.6% HISPANIC OR LATINO, 7% ASIAN, 0.2% AMERICAN INDIAN OR ALASKA NATIVE, AND 2.3% 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 OF OUR EFFORTS IN THIS AREA INCLUDE: * EXPANDING ACCESS TO BEHAVIORAL HEALTH SERVICES ACROSS OUR 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 OUR NEXT GENERATION ACCOUNTABLE CARE ORGANIZATION. FOR TWO YEARS NOW, WE HAVE 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. 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. THIS INCLUDES PROVIDING OUR EXCEPTIONAL CARE TO MORE PEOPLE AT OUR FACILITIES. WE ALSO WANT TO CREATE PARTNERSHIPS THAT WILL ENABLE US TO EXTEND OUR SERVICES TO MORE PEOPLE ACROSS OUR STATE. FOR EXAMPLE, WE HAVE A STRONG PARTNERSHIP WITH UNION HOSPITAL IN TERRE HAUTE, WHICH USES OUR CERNER ELECTRONIC MEDICAL RECORD SYSTEM, INCLUDING OUR CARE GUIDELINES AND ORDER SETS, TO BRING IU HEALTH CALIBER CARE TO UNION HOSPITAL PATIENTS. DIVERSITY AND INCLUSION: THE MISSION OF IU HEALTH'S OFFICE FOR DIVERSITY AND INCLUSION IS TO DRIVE A CULTURE OF ACCEPTANCE, INCLUSION, MUTUAL TRUST AND RESPECT IN ORDER TO BETTER SUPPORT THE PATIENTS AND COMMUNITIES THAT IU HEALTH SERVES. THE OFFICE FOCUSES ON INTERPERSONAL, INSTITUTATIONAL AND SOCIETAL ACTION TO TRANSFORM INTERNAL AND EXTERNAL COMMUNITIES INTO A PLACE WHERE ALL WILL THRIVE AND GROW.
Schedule H, Part VI, Line 6 Affiliated health care system	Indiana University Health Inc. is part of Indiana University Health ("IU Health "the healthcare 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 healthcare system is comprised of hospitals, physicians and allied services dedicated to providing preeminent patient care and community health improvement throughout Indiana. IU Health's affiliate hospitals are divided into five regions that serve communities in Northwest, Northeast, Central and Southern Indiana. The 16 hospitals in the healthcare system include 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; IU Health Bedford Hospital; IU Health Blackford Hospital; 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; and IU Health White Memorial Hospital. Each affiliate hospital in the healthcare system, along with community stakeholders, conducts and adopts its own community health needs assessment (CHNA) and implementation strategy. IU Health considers the sum of these CHNAs and the implementation strategies part of a system wide vision of making Indiana one of the healthiest states in the nation. The healthcare system and its affiliate hospitals are keenly aware of the positive impact it can have on improving the health of communities throughout the state of Indiana by investing in local, community-based activities. The healthcare system includes an Academic Health Center (i.e., IU Health Inc.), a regional academic health center (i.e., IU Health Bloomington Hospital) and several affiliate hospitals that work in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care throughout IU Health. Each year, more than 1,000 residents and fellows receive training in affiliate 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. To further promote the health of the communities served by IU Health, the system-level Community Health Division team partners with state and local community-based organizations, community coalitions and governmental agencies to focus on innovative models of care; community alliances and partnerships; anchor institution and advocacy strategies; and social determinants of health. All affiliate hospitals in the healthcare system identify and address significant needs unique to the communities they serve. These needs are identified through the CHNA process. Some of these needs are common in communities served by multiple affiliate hospitals in the healthcare system and align with system priority areas, warranting a system level strategy. The Community Health Division, along with additional internal stakeholders such as the Office of Health Equity Research and Evaluation, plans and provides technical assistance for system-level strategies that address these common needs including health equity, tobacco, behavioral health access, infant and maternal health, hypertension, and social determinants of health. Each affiliate hospital works collaboratively with the Community Health Division to align and activate local resources to support these strategies. This benefits the community each affiliate hospital serves and works towards a statewide impact (system-level) on health outcomes. As part of the Community Health Division, Community Outreach and Engagement Program's IU Health Serves, a system-level team member volunteer program, seeks to positively impact the health of communities IU Health affiliate hospitals serve and foster a culture of engagement and social responsibility. Each affiliate hospital 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 each affiliate hospitals' team members in activities that address local, significant needs. The Community Impact and Investment (CII) Fund is a $200 million dollar board designated fund that is managed by the IU Health Foundation to financially support high impact community investing. The focus of these efforts will address social determinants of health and health disparities that impact marginalized and minoritized populations in the communities IU Health serves. 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 affiliate hospitals' surrounding communities. Each affiliate hospital and its team members are eligible to pursue this grant opportunity with a community organization or agency.
Schedule H, Part VI, Line 7 State filing of community benefit report	IN

Schedule H (Form 990) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2022

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	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) 100 BLACK MEN INDIANAPOLIS 1500 E Michigan St NO 8 Indianapolis,IN46201	35-1813852	501(c)(3)	25,000				General support
(2) 500 FESTIVAL INC 21 VIrginia Avenue Indianapolis,IN46204	35-1004320	501(c)(4)	32,000				General support
(3) Allen Chapel Corporation of the AME Church Inc 637 E 11th St Indianapolis,IN46202	35-1573364	501(c)(3)	15,000				General support
(4) American Red Cross 1510 N Meridian St Indianapolis,IN46202	53-0196605	501(c)(3)	10,000				General support
(5) BOYS & GIRLS CLUBS OF IN 615 N Alabama St Suite 400 Indianapolis,IN46204	35-0888754	501(c)(3)	75,000				General support
(6) CENTER FOR INTERFAITH COOP INC 1100 W 42nd Street Indianapolis,IN46208	27-5336996	501(c)(3)	25,000				General support
(7) CENTRAL INDIANA COMMUNITY FOUNDATION 615 N Alabama St STE 119 Indianapolis,IN46204	35-1793680	501(c)(3)	51,000				General support
(8) Community Alliance of the Far Eastside 8902 E 38th St Indianapolis,IN46226	35-2018453	501(c)(3)	25,000				General support
(9) COVERING KIDS & FAMILIES 1100 W 42nd Street Indianapolis,IN46208	61-1520892	501(c)(3)	40,000				General support
(10) ESKENAZI HEALTH 720 Eskenazi Ave Indianapolis,IN46202	31-1132066	501(c)(3)	20,000				General support
(11) Family Promise of Greater Indianapolis PO Box 441367 Indianapolis,IN46244	35-1909912	501(c)(3)	25,000				General support
(12) First Baptist Church in Indianapolis 8600 N College Ave Indianapolis,IN46240	35-1065808	501(c)(3)	15,000				General support
(13) GENNESARET FREE CLINIC INC 615 N Alabama St Indianapolis,IN46204	35-1776518	501(c)(3)	30,000				General support
(14) GLEANERS FOOD BANK IN INC 3737 Waldemere Ave Indianapolis,IN46241	35-1483868	501(c)(3)	100,000				General support
(15) GROUNDWORK INDY INC 1107 Burdsal Pkwy Indianapolis,IN46208	47-3863928	501(c)(3)	30,000				General support
(16) Habitat for Humanity of Greater Indianapolis 3135 N Meridian St Indianapolis,IN46208	35-1715910	501(c)(3)	100,000				General support
(17) Handle With Care Behavior Management System Inc 184 Mckinstry Rd Gardiner,NY12525	14-1803426	501(c)(3)	10,264				Training and Education
(18) INDIANA DIAPER BANK 9511 Angola Court SUITE 221 Indianapolis,IN46268	82-5289150	501(c)(3)	10,000				General support
(19) INDIANA LATINO INSTITUTE INC 2126 N Meridian St Ste 100 Indianapolis,IN46202	26-0036285	501(c)(3)	25,000				General support
(20) Indiana Public Health Association Inc 615 N Alabama St Indianapolis,IN46204	23-7092694	501(c)(3)	50,000				General support
(21) Indiana University 620 Union Drive Indianapolis,IN46202	35-6001673	Government entity	191,765				Research
(22) Indianapolis Parks Foundation 3001 N White River Pkwy W r Indianapolis,IN46222	35-1860468	501(c)(3)	35,000				General support
(23) INDPLS URBAN LEAGUE 777 Indiana Ave Indianapolis,IN46202	35-6060655	501(c)(3)	25,000				General support
(24) INDY PRIDE INC PO Box 44403 Indianapolis,IN46244	35-1951286	501(c)(3)	7,500				General support
(25) INDY PUBLIC SAFETY FDTN 200 E Washington St Ste E241 Indianapolis,IN46204	46-2975046	501(c)(3)	32,000				General support
(26) IVY ENDOWMENT INC PO Box 88474 Indianapolis,IN46208	31-0962055	501(c)(3)	16,000				General support
(27) Junior Achievement of Central Indiana Inc 9449 Priority Way Indianapolis,IN46240	35-1003695	501(c)(3)	35,000				General support
(28) LA PLAZA INC 8902 E 38th St Indianapolis,IN46226	30-0029575	501(c)(3)	10,000				General support
(29) Light of the World Christian Church 4750 Michigan Rd Indianapolis,IN46228	35-0899071	501(c)(3)	25,000				General support
(30) Madam Walker Legacy Center 617 Indiana Ave Ste 320 Indianapolis,IN46202	27-3472963	501(c)(3)	7,500				General support
(31) MOUNT CARMEL CHURCH 9610 E 42nd St Indianapolis,IN46235	23-7001662	501(c)(3)	15,000				General support
(32) Mt Nebo Missionary Baptist Church 2325 Hovey St Indianapolis,IN46208	57-1122253	501(c)(3)	15,000				General support
(33) National Coalition of 100 Black Women Indianapolis Chapter Inc 429 E Vermont St Ste 013 Indianapolis,IN46202	35-1906071	501(c)(3)	11,000				General support
(34) RAPHAEL HEALTH CTR 401 E 34th St Indianapolis,IN46205	35-1948768	501(c)(3)	30,000				General support
(35) REACH FOR YOUTH INC 3505 N Washington Blvd Indianapolis,IN46205	23-7456842	501(c)(3)	15,000				General support
(36) SOCIAL HEALTH ASSOCIATION OF INDIANA 615 N Alabama St Ste 228 Indianapolis,IN46204	35-0869056	501(c)(3)	40,000				General support
(37) THE MILK BANK INC 8020 Castleway Drive Indianapolis,IN46250	20-1662573	501(c)(3)	20,000				General support
(38) The Immigrant Welcome Center 40 E St Indianapolis,IN46204	20-3222424	501(c)(3)	25,000				General support
(39) The Links Inc Circle City IN Chapter 1300 E 86th St 116 Ste 14 Indianapolis,IN46240	35-1857011	501(c)(3)	11,000				General support
(40) Trinity Haven Inc 3561 N Pennsylvania St Indianapolis,IN46205	82-5358554	501(c)(3)	25,000				General support
(41) UNITED WAY CENTRAL IN PO Box 88409 Indianapolis,IN46208	35-1007590	501(c)(3)	50,000				General support
(42) Volunteers of America Ohio & Indiana 912 N Delaware St Indianapolis,IN46202	35-1914815	501(c)(3)	75,000				General support
(43) Healthnet Inc 3403 E Raymond St Indianapolis,IN46203	35-1579827	501(c)(3)	1,254,000				General support
(44) Indiana University 620 Union Drive Indianapolis,IN46202	35-6001673	Government entity	837,080				General support
(45) Indiana University Health Foundation Inc 1633 N Capitol Ave 1200 Indianapolis,IN46202	35-6043086	501(c)(3)	21,324,699				Community Health/Spiritual Values
(46) Mudsock Youth Athletics 12690 Promise Rd fishers,IN46038	35-1761615	501(c)(3)	11,000	4,988	FMV	First-aid kits	GENERAL SUPPORT
(47) SHEPHERD'S CENTER OF HAMILTON COUNTY 1250 CONNER ST NOBLESVILLE,IN46060	31-1131854	501(C)(3)	12,500				GENERAL SUPPORT
(48) UNITED METHODIST FOUNDATION OF INDIANA INC 8401 FISHERS CENTER DRIVE FISHERS,IN46038	23-7258100	501(C)(3)	25,000				Leadership development/training for community members

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) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

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

(1) SEE PART IV	5	139,208
(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 AND/OR ADMINISTRATIVE 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) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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
SchJMediumBullet

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

Attach to Form 990.
SchJMediumBullet

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

OMB No. 1545-0047

2022

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

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) 2022

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, 1099-MISC compensation, and/or 1099-NEC			(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)	1,870,984 ------------- 0	1,536,618 ------------- 0	626,470 ------------- 0	892,932 ------------- 0	55,840 ------------- 0	4,982,844 ------------- 0	398,192 ------------- 0
2LARRY H STEVENS MD DIRECTOR	(i) (ii)	40,500 ------------- 553,695	0 ------------- 33,422	0 ------------- 87,464	0 ------------- 12,200	0 ------------- 27,498	40,500 ------------- 714,279	0 ------------- 0
3JENNIFER M ALVEY TREASURER/SVP & CFO	(i) (ii)	987,703 ------------- 0	363,926 ------------- 0	153,477 ------------- 0	177,801 ------------- 0	55,170 ------------- 0	1,738,077 ------------- 0	94,500 ------------- 0
4ERIN R LEWIS SECRETARY/SVP & GEN. COUNSEL	(i) (ii)	746,258 ------------- 0	258,801 ------------- 0	5,921 ------------- 0	133,635 ------------- 0	44,844 ------------- 0	1,189,459 ------------- 0	0 ------------- 0
5JONATHAN E GOTTLIEB MD Former Key Employee	(i) (ii)	0 ------------- 0	153,699 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	153,699 ------------- 0	0 ------------- 0
6PAUL M CALKINS MD FORMER KEY EMPLOYEE	(i) (ii)	471,446 ------------- 0	42,413 ------------- 0	36,818 ------------- 0	12,200 ------------- 0	48,076 ------------- 0	610,952 ------------- 0	0 ------------- 0
7MICHELLE A JANNEY RN EVP & COO	(i) (ii)	1,093,187 ------------- 0	647,531 ------------- 0	258,463 ------------- 0	12,200 ------------- 0	36,710 ------------- 0	2,048,092 ------------- 0	0 ------------- 0
8RYAN D NAGY MD PRESIDENT (AAHC)	(i) (ii)	0 ------------- 707,614	0 ------------- 279,668	0 ------------- 2,439	0 ------------- 142,701	0 ------------- 20,773	0 ------------- 1,153,194	0 ------------- 0
9DAVID A INGRAM MD EVP & CME	(i) (ii)	0 ------------- 771,222	0 ------------- 364,362	0 ------------- 5,631	0 ------------- 185,454	0 ------------- 27,000	0 ------------- 1,353,669	0 ------------- 0
10Gil Peri President (Riley)	(i) (ii)	714,985 ------------- 0	256,894 ------------- 0	24,289 ------------- 0	136,645 ------------- 0	57,438 ------------- 0	1,190,252 ------------- 0	0 ------------- 0
11Jason Gilbert RN EVP & CNE	(i) (ii)	445,410 ------------- 0	181,192 ------------- 0	28,714 ------------- 0	111,952 ------------- 0	51,687 ------------- 0	818,955 ------------- 0	0 ------------- 0
12RONALD L STIVER PRESIDENT (SHS)	(i) (ii)	711,443 ------------- 0	384,522 ------------- 0	392,133 ------------- 0	143,603 ------------- 0	56,339 ------------- 0	1,688,041 ------------- 0	167,598 ------------- 0
13JEFFREY C BIRD MD PRESIDENT (ECR)	(i) (ii)	548,667 ------------- 0	239,923 ------------- 0	187,809 ------------- 0	12,200 ------------- 0	54,679 ------------- 0	1,043,278 ------------- 0	45,174 ------------- 0
14BRIAN T SHOCKNEY PRESIDENT (SCR)	(i) (ii)	623,428 ------------- 0	317,043 ------------- 0	26,131 ------------- 0	127,403 ------------- 0	57,844 ------------- 0	1,151,850 ------------- 0	0 ------------- 0
15KENNETH DOUG PUCKETT PRESIDENT (ISR)	(i) (ii)	578,318 ------------- 0	252,437 ------------- 0	101,674 ------------- 0	121,102 ------------- 0	55,037 ------------- 0	1,108,568 ------------- 0	54,003 ------------- 0
16KEVIN R ARMSTRONG Chief Mission & Values Officer	(i) (ii)	410,466 ------------- 0	233,930 ------------- 0	557,055 ------------- 0	12,200 ------------- 0	47,914 ------------- 0	1,261,566 ------------- 0	409,652 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	Tax gross ups were provided to one director/officer, two highest compensated employees, and one former key employee listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	Dennis M. Murphy, Michelle A. Janney, R.N., Ronald L. Stiver, Jennifer M. Alvey, Kevin R. Armstrong, Ryan D. Nagy, M.D., Erin R. Lewis, David A. Ingram, M.D., Jason Gilbert, R.N., Brian T. Shockney, Gil Peri, Doug Puckett and Jeffrey C. Bird, M.D., 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 Michelle A. Janney, R.N., Kevin R. Armstrong, and Jeffrey C. Bird, M.D., 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: - Dennis M. Murphy ($592,283) - Michelle A. Janney, R.N. ($211,326) - Jennifer M. Alvey ($129,626) - Ronald L. Stiver ($370,168) - Kevin R. Armstrong ($495,046) - Doug Puckett ($60,038) - Jeffrey C. Bird ($147,927) Dennis M. Murphy has a retention agreement which was signed in 2019. The anticipated vesting and payout date of the retention bonus is 1/1/25.
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 (Form 990) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2021

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	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
D	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 ..................	64,895,000		33,320,000				180,245,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	107,790,000		82,344,679		314,633,314		290,611,029
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,348,373		793,499		2,122,523		1,641,061
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	256,482,141
11 Other spent proceeds .............	107,790,000		81,551,179		312,510,791		288,969,968
12 Other unspent proceeds .............
13 Year of substantial completion .............	2016		2014		2015		2016
	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 2020, 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 2020, 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) 2021

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) 2021

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 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 C, 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 1, LINE D, 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 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN A, SERIES 2019A, 2019B AND 2019C 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 03/01/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2021

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	45471ANR9	10-14-2014	80,777,895	SERIES 2014A BONDS		X		X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
D	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 ..................	64,895,000		33,320,000				180,245,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	107,790,000		82,344,679		314,633,314		290,611,029
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,348,373		793,499		2,122,523		1,641,061
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	256,482,141
11 Other spent proceeds .............	107,790,000		81,551,179		312,510,791		288,969,968
12 Other unspent proceeds .............
13 Year of substantial completion .............	2016		2014		2015		2016
	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 2020, 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 2020, 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) 2021

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) 2021

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 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 C, 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 1, LINE D, 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 2014A BONDS: ISSUE PRICE: $80,777,895 EARNINGS: $1,566,784 TOTAL PROCEEDS: $82,344,679 SCHEDULE K, PAGE 1, COLUMN C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 4, COLUMN A, SERIES 2019A, 2019B AND 2019C 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 03/01/2016
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

Schedule L
(Form 990)

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

2021

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) 2021

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	98,222	TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

SCHEDULE O
(Form 990)

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

2021

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 $ 479,934,799 including grants of $ 0)(Revenue $ 529,186,430) SHARED SERVICES REVENUE: 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.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 363,401,652 including grants of $ 0)(Revenue $ 400,694,475) PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 43,709,551 including grants of $ 0)(Revenue $ 48,195,092) ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES
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 IN APRIL. 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
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	Income (Loss) from Pass-Through Entities - Total Revenue: 25968407, Related or Exempt Function Revenue: 16032995, Unrelated Business Revenue: 9935412, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Rent from related 501(c)(3) organizations - Total Revenue: 17476228, Related or Exempt Function Revenue: 17476228, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Clinical research - Total Revenue: 1731794, Related or Exempt Function Revenue: 1731794, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	All Other Revenue - Total Revenue: 16407583, Related or Exempt Function Revenue: , Unrelated Business Revenue: 610552, Revenue Excluded from Tax Under Sections 512, 513, or 514: 15797031; Gift Shop - Total Revenue: -2233, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -2233; Telephone - Total Revenue: 275695, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 275695;
Form 990, Part IX, Line 11g Other Fees	Contract services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 10410171, Fundraising Expenses: ; IC Exp - Fully supported - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 8819962, Fundraising Expenses: ; IC Exp - Physician Patient Care - Total Expense: 51455878, Program Service Expense: 47339408, Management and General Expenses: 4116470, Fundraising Expenses: ; Fees - Professional services - Total Expense: 39559387, Program Service Expense: 36394636, Management and General Expenses: 3164751, Fundraising Expenses: ; IC Exp - Direct Support - Total Expense: 30008459, Program Service Expense: 27607782, Management and General Expenses: 2400677, Fundraising Expenses: ; Consulting - Info Srvcs - Total Expense: 23285500, Program Service Expense: 21422660, Management and General Expenses: 1862840, Fundraising Expenses: ; Fees - Sendout Testing - Total Expense: 22859422, Program Service Expense: 21030668, Management and General Expenses: 1828754, Fundraising Expenses: ; Lab Services - Total Expense: 17784365, Program Service Expense: 16361616, Management and General Expenses: 1422749, Fundraising Expenses: ; Consulting - Other - Total Expense: 14434725, Program Service Expense: 13279947, Management and General Expenses: 1154778, Fundraising Expenses: ; IC Exp - Med Dir Fee - Total Expense: 11930497, Program Service Expense: 10976057, Management and General Expenses: 954440, Fundraising Expenses: ; Other Fees - Total Expense: 32193427, Program Service Expense: 29243879, Management and General Expenses: 2949548, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	MARK-TO-MARKET ON INTEREST RATE SWAPS - 50258521; Net Asset Transfers from Merged or Dissolutions - 11096975; Net Asset Transfers due to acquisition - 880687; Net asset transfer (settlement of debt) - related entities - -XXX-XX-XXXX; Miscellaneous changes in net assets - -2709139;
Schedule F, Part I, Line 3 ACTIVITIES PER REGION	THE AMOUNTS REPORTED ON SCHEDULE F, PART I, LINE 3 INCLUDE THE BOOK VALUES OF FOREIGN INVESTMENTS, INSURANCE PREMIUMS PAID DIRECTLY TO AN OFF-SHORE CAPTIVE, AND TRAVEL AND RELATED EXPENSES PAID TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES.
FORM 990, PART VII, SECTION B, LINE 1 COMP OF FIVE HIGHEST PAID IND. CON	FA WILHELM CONSTRUCTION COMPANY, INC. INCLUDES GOOD AND SERVICES ASSOCIATED WITH VARIOUS CONSTRUCTION PROJECTS. THESE WERE NOT EASILY SEPARATED FOR REPORTING ON FORM 990. THE $74,504,336 BEING REPORTED INCLUDES BOTH GOODS AND SERVICES PAID.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- 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

2021

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 947 N Meridian St Ste 800 Indianapolis,IN46204 80-0141954	MANAGEMENT	IN	6,940,125	0	IUH
(2) 1402 CAPITOL PARTNERS LLC 948 N Meridian St Ste 800 Indianapolis,IN46204 83-4187736	REAL ESTATE	IN	0	0	IUH
(3) 1234 CAPITOL PARTNERS LLC 949 N Meridian St Ste 800 Indianapolis,IN46204 83-4053020	REAL ESTATE	IN	0	0	IUH
(4) Cumberland Avenue Associates LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1955872	Real Estate	IN	0	0	IUH
(5) Senate Health Plans Solutions LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3736054	Administrative Services	IN	13,305,261	1,482,910	IUH
(6) Workplace Health Services LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 20-0994452	Occ. Health Svc. Contracts	IN	9,360,794	1,360,657	IUH
(7) Indiana University Health Urgent Care Centers LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 47-3832952	Healthcare	IN	11,937,491	290,828	IUH
(8) INDIANA UNIVERSITY HEALTH FORT WAYNE LLC 951 N Meridian St Ste 800 Indianapolis,IN46204 83-1224627	HEALTHCARE	IN	242,038	11,759,461	IUH
(9) Oncology and Hematology Associates LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1348013	Healthcare	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)16 Tech Community Corporation 1220 Waterway Blvd Indianapolis,IN46202 81-0853467	Economic Development	IN	501(c)(3)	Type I	NA		No
(2)CLARIAN TRANSPLANT INSTITUTE INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 13-4350599	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(3)INDIANA HEALTH INFO EXCHANGE INC 846 N SENATE AVE INDIANAPOLIS,IN46202 36-4550324	HEALTHCARE	IN	501(c)(3)	Type I	NA		No
(4)INDIANA UNIVERSITY HEALTH FOUNDATION INC 1633 N CAPITOL AVE SUITE 1200 INDIANAPOLIS,IN46202 35-6043086	FUNDRAISING	IN	501(c)(3)	Type I	IUH	Yes
(5)IU HEALTH ARNETT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 26-3162145	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(6)IU HEALTH BALL MEMORIAL HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-0867958	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(7)IU HEALTH BALL MEMORIAL PHYSICIANS INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1925641	HEALTHCARE	IN	501(c)(3)	10	IUHBMH	Yes
(8)IU HEALTH BEDFORD INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 23-7042323	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(9)IU HEALTH BLACKFORD HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 01-0646166	HEALTHCARE	IN	501(c)(3)	3	IUHBMH	Yes
(10)IU HEALTH BLOOMINGTON INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1720796	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(11)IU HEALTH CARE ASSOCIATES INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1747218	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(12)IU HEALTH FRANKFORT INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 81-5174295	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(13)IU HEALTH JAY INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 82-2736786	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(14)IU HEALTH MORGAN INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 27-3533027	HEALTHCARE	IN	501(c)(3)	10	IUH	Yes
(15)IU HEALTH NORTH HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1932442	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(16)IU HEALTH PAOLI INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-2090919	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(17)IU HEALTH PLANS NFP INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 46-3803873	INSURANCE	IN	501(c)(4)		IUH	Yes
(18)IU HEALTH TIPTON HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 26-2772226	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(19)IU HEALTH WEST HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 35-1814660	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(20)IU HEALTH WHITE MEMORIAL HOSPITAL INC 950 N MERIDIAN STREET Suite 300 INDIANAPOLIS,IN46204 27-3532963	HEALTHCARE	IN	501(c)(3)	3	IUH	Yes
(21)IU MEDICAL GROUP FOUNDATION INC 340 W 10TH ST NO FS5100 INDIANAPOLIS,IN46202 20-1093251	FUNDRAISING	IN	501(c)(3)	Type I	NA		No
(22)METHODIST HEALTH GROUP INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 35-0876390	HEALTHCARE	IN	501(c)(3)	Type III-FI	NA		No
(23)RILEY CHEER GUILD INC 705 RILEY HOSPITAL DR INDIANAPOLIS,IN46202 35-6018517	FUNDRAISING	IN	501(c)(3)	Type III-FI	NA		No
(24)UNIVERSITY FAMILY PHYSICIANS INC 950 N MERIDIAN STREET Suite 800 INDIANAPOLIS,IN46204 23-7427350	HEALTHCARE	IN	501(c)(3)	10	IUHCA	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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) BALL OUTPATIENT SUR CTR LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-0275794	HEALTHCARE	IN	NA					No
(2) BELTWAY SURGERY CENTERS LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 35-2072586	HEALTHCARE	IN	NA					No
(3) BOSC HOLDINGS LLC 950 N MERIDIAN ST STE 800 Indianapolis,IN46204 45-4147343	HEALTHCARE	IN	IUH	Related	1,082,492	354,072		No		Yes		51 %
(4) BSC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-2314634	HEALTHCARE	IN	IUH	Related	34,067,026	28,673,684		No		Yes		51 %
(5) HEALTH VENTURE MANAGEMENT LLC 950 N Meridian St Ste 800 INDIANAPOLIS,IN46204 20-5740218	MANAGEMENT	IN	IUH	Unrelated	4,621,169	0		No			No	99 %
(6) IEC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148032	HEALTHCARE	IN	IUH	Related	3,616,260	2,380,359		No		Yes		51 %
(7) INDIANA ENDOSCOPY CENTERS LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 20-8398421	HEALTHCARE	IN	NA					No
(8) IU HEALTH FORT WAYNE ASC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 84-2214377	HEALTHCARE	IN	IUH	Related				No		Yes		51 %
(9) IUH SW FORT WAYNE ASC LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 84-2206388	Healthcare	IN	NA					No
(10) ROC SURGERY LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-1497960	HEALTHCARE	IN	NA					No
(11) ROCS HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148369	HEALTHCARE	IN	IUH	Related	3,279,109	777,398		No		Yes		51 %
(12) SENATE ST SURGERY CENTER LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 42-1709357	HEALTHCARE	IN	NA					No
(13) SSSC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148167	HEALTHCARE	IN	IUH	Related	2,949,960	1,910,244		No		Yes		51 %

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) BMH MEDICAL PAVILION ASSOCIATION INC 2525 W UNIVERSITY AVE MUNCIE,IN47303 35-1858408	CONDO MANAGEMENT	IN	NA	C Corporation				Yes
(2) Cardiothoracic Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1416173	Physician Services	IN	NA	C Corporation				Yes
(3) CERBERUS RESIDENTIAL OPPORT INST LTD 190 ELGIN AVENUE GEORGE TOWN,GRAND CAYMAN CJ	INVESTMENTS	CJ	IUH	C Corporation		246,547,701	71.43 %	Yes
(4) IU HEALTH 457(B) PLAN 1100 N MARKET ST WILMINGTON,DE19890 47-6948347	INVESTMENTS	IN	IUH	Trust	1,751,982	55,425,346	100 %	Yes
(5) IU HEALTH ACO INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 45-4421020	HEALTHCARE	IN	IUH	C Corporation	2,055,776	11,508,831	100 %	Yes
(6) IU HEALTH BOARD DESIGNATED TRUST 400 HOWARD ST SAN FRANCISCO,CA94105 30-6309021	INVESTMENTS	IN	IUH	Trust	8,606,896	288,664,127	100 %	Yes
(7) IU HEALTH PLANS INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 26-2127080	HMO	IN	IUH	C Corporation	70,072,622	28,061,792	100 %	Yes
(8) IU HEALTH RISK PURCHASING GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 26-0202446	INSURANCE	IN	IUH	C Corporation	0	10,729	100 %	Yes
(9) IU HEALTH RISK RETENTION GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 20-1107674	INSURANCE	SC	IUH	C Corporation	5,481,935	79,159,915	98 %	Yes
(10) IUH ASSURANCE SPC LTD PO BOX 69 SOLARIS AVE CAMANA BAY GRAND CAYMAN CJ 98-0395429	INSURANCE	CJ	IUH	C Corporation	12,203,149	159,714,635	100 %	Yes
(11) Pediatric Surgical Associates Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2122922	Physician Services	IN	NA	C Corporation				Yes
(12) PROTEUO FUND LP PO BOX 31106 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ 98-1075227	INVESTMENTS	CJ	IUH	C Corporation	29,613,724	258,604,839	100 %	Yes
(13) University Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 20-2981280	Physician Services	IN	NA	C Corporation				Yes
(14) 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) 2021

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

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

Yes

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 TIPTON HOSPITAL INC	A	563,082	FMV
(2) IU HEALTH WHITE MEMORIAL HOSPITAL INC	A	928,054	FMV
(3) IU HEALTH FRANKFORT INC	A	1,527,527	FMV
(4) IU HEALTH FOUNDATION INC	B	21,324,699	FMV
(5) IU HEALTH FOUNDATION INC	C	14,104,036	FMV
(6) IU HEALTH ARNETT INC	J	455,649	FMV
(7) BELTWAY SURGERY CENTERS LLC	J	522,373	FMV
(8) IU HEALTH PLANS INC	J	129,796	FMV
(9) IU HEALTH CARE ASSOCIATES INC	J	8,987,167	FMV
(10) IU HEALTH PLANS NFP INC	J	216,363	FMV
(11) IU HEALTH NORTH HOSPITAL INC	J	2,456,681	FMV
(12) ROC SURGERY LLC	J	584,760	FMV
(13) IU HEALTH TIPTON HOSPITAL INC	J	212,816	FMV
(14) IU HEALTH WEST HOSPITAL INC	J	893,423	FMV
(15) IU HEALTH BLOOMINGTON INC	J	506,763	FMV
(16) IU HEALTH BALL MEMORIAL HOSPITAL INC	K	325,903	FMV
(17) IU HEALTH NORTH HOSPITAL INC	K	695,426	FMV
(18) IU HEALTH BEDFORD INC	K	95,214	FMV
(19) BALL OUTPATIENT SURGERY CENTER LLC	L	1,073,387	FMV
(20) BELTWAY SURGERY CENTER LLC	L	8,875,295	FMV
(21) HEALTH VENTURE MANAGEMENT LLC	L	77,968	FMV
(22) INDIANA ENDOSCOPY CENTERS LLC	L	823,804	FMV
(23) INDIANA UNIVERSITY HEALTH PLANS INC	L	17,537,158	FMV
(24) IU HEALTH ACO INC	L	5,289,562	FMV
(25) IU HEALTH ARNETT INC	L	83,509,225	FMV
(26) IU HEALTH BALL MEMORIAL HOSPITAL INC	L	72,367,807	FMV
(27) IU HEALTH BALL MEMORIAL PHYSICIANS INC	L	15,290,427	FMV
(28) IU HEALTH BEDFORD INC	L	13,584,164	FMV
(29) IU HEALTH BLACKFORD INC	L	4,817,527	FMV
(30) IU HEALTH BLOOMINGTON INC	L	107,390,735	FMV
(31) IU HEALTH CARE ASSOCIATES INC	L	159,633,087	FMV
(32) IU HEALTH FRANKFORT INC	L	5,967,472	FMV
(33) IU HEALTH JAY INC	L	7,934,402	FMV
(34) IU HEALTH NORTH HOSPITAL INC	L	41,904,959	FMV
(35) IU HEALTH PAOLI INC	L	6,846,933	FMV
(36) IU HEALTH PLANS NFP INC	L	129,824,546	FMV
(37) IU HEALTH RISK RETENTION GROUP INC	L	2,575,641	FMV
(38) IU HEALTH TIPTON HOSPITAL INC	L	7,241,462	FMV
(39) IU HEALTH WEST HOSPITAL INC	L	41,242,190	FMV
(40) IU HEALTH WHITE MEMORIAL HOSPITAL INC	L	7,170,407	FMV
(41) ROC SURGERY LLC	L	1,312,101	FMV
(42) SENATE STREET SURGERY CENTER LLC	L	937,663	FMV
(43) IU HEALTH BLOOMINGTON INC	M	995,186	FMV
(44) HEALTH VENTURE MANAGEMENT LLC	M	5,109,095	FMV
(45) IU HEALTH ARNETT INC	M	52,275	FMV
(46) IU HEALTH CARE ASSOCIATES INC	M	173,595,137	FMV
(47) IU HEALTH NORTH HOSPITAL INC	M	1,063,854	FMV
(48) IU HEALTH ARNETT INC	O	478,823	FMV
(49) IU HEALTH BEDFORD INC	O	89,083	FMV
(50) IU HEALTH BALL MEMORIAL HOSPITAL INC	O	428,651	FMV
(51) IU HEALTH BLOOMINGTON INC	O	1,783,881	FMV
(52) IUH ASSURANCE SPC LTD	O	650,000	FMV
(53) IU HEALTH TIPTON HOSPITAL INC	O	219,017	FMV
(54) IU HEALTH CARE ASSOCIATES INC	O	18,331,403	FMV
(55) IU HEALTH NORTH HOSPITAL INC	O	587,271	FMV
(56) IUH ASSURANCE SPC LTD	R	3,431,715	FMV
(57) IU HEALTH RISK RETENTION GROUP INC	R	8,856,291	FMV
(58) BOSC HOLDINGS LLC	S	1,383,732	FMV
(59) BSC HOLDINGS LLC	S	22,627,174	FMV
(60) IEC HOLDINGS LLC	S	2,772,666	FMV
(61) ROCS HOLDINGS LLC	S	1,970,640	FMV
(62) SSSC HOLDINGS LLC	S	1,984,946	FMV
(63) IU HEALTH SW FORT WAYNE ASC LLC	J	1,363,768	FMV
(64) IU HEALTH SW FORT WAYNE ASC LLC	L	288,011	FMV

Schedule R (Form 990) 2021

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) 2021

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) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

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	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	24,091
6	Total number of volunteers (estimate if necessary) .............	6	2,923
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	113,687,464
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	4,636,016

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	17,422,583	34,574,004
9	Program service revenue (Part VIII, line 2g) .........	4,545,441,457	4,877,905,867
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	417,121,319	35,234,986
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	87,416,119	21,555,404
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,067,401,478	4,969,270,261
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	440,073,506	25,502,967
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)	1,779,721,063	1,881,943,086
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,442,717,537	2,757,140,319
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,662,512,106	4,664,586,372
19	Revenue less expenses. Subtract line 18 from line 12.......	404,889,372	304,683,889
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	10,887,157,746	9,941,042,603
21	Total liabilities (Part X, line 26).............	4,094,289,749	3,849,785,323
22	Net assets or fund balances. Subtract line 21 from line 20.....	6,792,867,997	6,091,257,280

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,343,057,126 including grants of $ 25,502,967 ) (Revenue $ 2,583,505,168 )
	NET PATIENT SERVICE REVENUE: 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 $ 681,084,418 including grants of $ 0 ) (Revenue $ 750,978,324 )
	LABORATORY SERVICES: 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 $ 515,467,039 including grants of $ 0 ) (Revenue $ 568,365,041 )
	MEMBER PREMIUM REVENUE: The Indiana University Health System has agreements to provide medical services to subscribing participants or members that generally provide for predefined payments (on a per member, per month basis), regardless of services actually performed. The cost to provide health care services under these agreements is accrued in the period in which the health care services are provided to a member based, in part, on estimates, including an accrual for medical services provided but not yet reported.

	(Code: ) (Expenses $ 479,934,799 including grants of $ 0 ) (Revenue $ 529,186,430 )
	SHARED SERVICES REVENUE: 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 $ 363,401,652 including grants of $ 0 ) (Revenue $ 400,694,475 )
	PHARMACY SERVICES: Our network of pharmacies offers the ease of "one-stop" shopping. With services designed to meet your needs, we will provide expert care and help patients make the best use of their medications.

	(Code: ) (Expenses $ 43,709,551 including grants of $ 0 ) (Revenue $ 48,195,092 )
	ALL OTHER PROGRAMS, SUCH AS RENT FROM RELATED 501(c)(3) ORGANIZATIONS, INCOME FROM PASS-THROUGH ENTITIES

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 887,046,002 including grants of $ ) (Revenue $ 978,075,997 )
4e	Total program service expenses4,426,654,585

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	16,929,680	2,805,516	2,931,078

1a	Federated campaigns..		1a	0
b	Membership dues..		1b	0
c	Fundraising events..		1c	0
d	Related organizations		1d	13,985,535
e	Government grants (contributions)		1e	10,804,506

f	All other contributions, gifts, grants, and similar amounts not included above		1f	9,783,963

g	Noncash contributions included in lines 1a - 1f:$		1g	0

h Total. Add lines 1a-1f.......		34,574,004

		Business Code
2a	Net Patient Service Revenue	622110	2,583,505,168	2,583,505,168
b	Shared Services	900099	529,186,430	521,591,469	7,594,961
c	Pharmacy	446110	400,694,475	324,013,907	76,680,568
d	Reference Laboratory	621500	750,978,324	737,012,900	13,965,424
e	Member Premium Revenue	524298	568,365,041	568,365,041
f	All other program service revenue.		45,176,429	35,241,017	9,935,412	0
g	Total. Add lines 2a–2f .....		4,877,905,867

3 Investment income (including dividends, interest, and othersimilar amounts) ......			150,921,232	3,018,663		147,902,569
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		15,807,363	6a
b	Less: rental expenses		14,337,171	6b
c	Rental income or (loss)	0	1,470,192	6c
d	Net rental income or (loss).......			1,470,192		129,796	1,340,396
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	85,771	3,150,536,508	7a
b	Less: cost or other basis and sales expenses	0	3,266,308,525	7b
c	Gain or (loss)	85,771	-115,772,017	7c
d	Net gain or (loss).........			-115,686,246		4,770,751	-120,456,997
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		722514	163,521			163,521
b	Parking		812930	1,738,557			1,738,557
c	Education		900099	1,502,089			1,502,089
d	All other revenue ....			16,681,045	0	610,552	16,070,493
e	Total. Add lines 11a–11d ......			20,085,212
12	Total revenue. See instructions.....			4,969,270,261	4,772,748,165	113,687,464	48,260,628

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	25,363,759	25,363,759
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	139,208	139,208
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 .......
5	Compensation of current officers, directors, trustees, and key employees ...........	12,427,179	12,054,364	372,815	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	862,873	836,987	25,886
7	Other salaries and wages........	1,543,452,163	1,493,316,646	50,135,517
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	51,281,499	49,615,737	1,665,762
9	Other employee benefits .......	176,103,297	170,382,984	5,720,313
10	Payroll taxes ...........	97,816,075	94,638,743	3,177,332
11	Fees for services (non-employees):
a	Management ......	2,642,245		2,642,245
b	Legal .........	3,327,904	1,663,952	1,663,952
c	Accounting ...........	2,928,824	1,464,412	1,464,412
d	Lobbying ...........	912,889		912,889
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	11,276,043		11,276,043
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	483,888,320	444,803,180	39,085,140	0
12	Advertising and promotion ....	16,617,205		16,617,205
13	Office expenses .......	34,369,529	31,593,397	2,776,132
14	Information technology ......	121,682,068	60,841,034	60,841,034
15	Royalties ..
16	Occupancy ...........	94,521,668	86,959,935	7,561,733
17	Travel ............	2,562,785	2,355,781	207,004
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,000	919	81
20	Interest ...........	48,996,097	48,996,097
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	165,127,204	157,960,915	7,166,289
23	Insurance ...	20,728,331		20,728,331
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	Bad Debt	42,583,810	42,583,810
b	Drugs and Medical Supplies	1,092,353,223	1,092,353,223
c	Health Claims Paid to Providers	478,209,750	478,209,750
d	Hospital Assessment Fee	91,853,782	91,853,782
e	All other expenses	42,557,642	38,665,970	3,891,672	0
25	Total functional expenses. Add lines 1 through 24e	4,664,586,372	4,426,654,585	237,931,787	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			134,222	1	96,790
2	Savings and temporary cash investments .........			259,457,703	2	328,564,070
3	Pledges and grants receivable, net ......			4,127,506	3	588,906
4	Accounts receivable, net .............			625,354,373	4	602,185,990
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 ...........			68,209,589	7	74,985,170
8	Inventories for sale or use ............			92,968,302	8	98,568,148
9	Prepaid expenses and deferred charges ......			170,571,901	9	167,014,807
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,814,318,726
b	Less: accumulated depreciation	10b	2,689,078,759	1,730,466,162	10c	2,125,239,967
11	Investments—publicly traded securities .			5,230,695,262	11	3,581,219,183
12	Investments—other securities. See Part IV, line 11 .....			2,248,031,985	12	2,643,020,000
13	Investments—program-related. See Part IV, line 11 ..			293,558,859	13	296,978,372
14	Intangible assets ...............			7,852,193	14	7,852,193
15	Other assets. See Part IV, line 11 ...........			155,729,689	15	14,729,007
16	Total assets. Add lines 1 through 15 (must equal line 33)...			10,887,157,746	16	9,941,042,603

17	Accounts payable and accrued expenses .....	2,341,758,083	17	603,978,620
18	Grants payable ...		18	0
19	Deferred revenue .........	11,048,272	19	9,363,342
20	Tax-exempt bond liabilities .........	1,479,678,426	20	1,430,693,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21	0
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 ..	112,684,995	23	329,647,266
24	Unsecured notes and loans payable to unrelated third parties ..		24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	149,119,973	25	1,476,103,095
26	Total liabilities. Add lines 17 through 25..	4,094,289,749	26	3,849,785,323

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	6,791,012,133	27	6,089,401,416
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 ...........	6,792,867,997	32	6,091,257,280
33	Total liabilities and net assets/fund balances ........	10,887,157,746	33	9,941,042,603

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