TY 2024 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 (Part Year)	6.0 ................. 0	X	X	18,750	0	0
(2) BISHOP TRACY S MALONE...................................................................... Director/Vice-Chair (Part Year)	6.0 ................. 0	X	X	8,750	0	0
(3) DENNIS M MURPHY...................................................................... DIRECTOR/PRESIDENT & CEO	60.0 ................. 1.0	X	X	4,720,244	0	1,000,217
(4) PAMELA WHITTEN...................................................................... DIRECTOR/VICE-CHAIR	6.0 ................. 0	X	X	0	0	0
(5) THOMAS V EASTERDAY...................................................................... BOARD CHAIR/DIRECTOR	6.0 ................. 0	X	X	50,000	0	0
(6) ALICIA D MONROE MD...................................................................... DIRECTOR	6.0 ................. 0	X		35,625	0	0
(7) JAMES A DAVLIN V...................................................................... DIRECTOR	6.0 ................. 1.0	X		37,500	0	0
(8) JAY L HESS MD...................................................................... DIRECTOR	6.0 ................. 6.0	X		46,500	0	0
(9) JEFFREY A HARRISON...................................................................... DIRECTOR	6.0 ................. 0	X		35,000	0	0
(10) JEFFREY N SIMMONS...................................................................... DIRECTOR	6.0 ................. 0	X		0	0	0
(11) KRISTIN MAYS-CORBITT...................................................................... DIRECTOR	6.0 ................. 0	X		28,125	0	0
(12) KYLE L GRAZIER...................................................................... DIRECTOR	6.0 ................. 0	X		43,750	0	0
(13) LARRY H STEVENS MD...................................................................... DIRECTOR	6.0 ................. 49.0	X		43,500	653,646	44,300
(14) MAUREEN BISOGNANO...................................................................... DIRECTOR	6.0 ................. 0	X		37,500	0	0
(15) QUINN BUCKNER...................................................................... DIRECTOR	6.0 ................. 0	X		35,000	0	0
(16) ROBERT A PALMER...................................................................... DIRECTOR	6.0 ................. 0	X		37,500	0	0
(17) ERIN R LEWIS...................................................................... Secretary/EVP/CAO & Gen. Counsel	54.0 ................. 1.0		X	1,465,223	0	240,815

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) JENNIFER M ALVEY........................................................................ TREASURER/SVP & CFO	53.0 .......................2.0	X				1,820,915	0	271,950
(19) DAVID A INGRAM MD........................................................................ EVP & CME	52.0 .......................3.0		X			0	1,515,736	228,490
(20) GIL PERI........................................................................ President (Riley)	55.0 .......................0		X			1,037,420	0	54,076
(21) JASON H GILBERT RN........................................................................ EVP & CNE	55.0 .......................0		X			972,595	0	204,660
(22) RONALD L STIVER........................................................................ SVP System Healthcare Operations	53.0 .......................2.0		X			1,526,456	0	214,194
(23) RYAN D NAGY MD........................................................................ PRESIDENT (AAHC)	54.0 .......................1.0		X			0	1,404,883	179,152
(24) BRIAN T SHOCKNEY........................................................................ SVP System Regional Operations	5.0 .......................50.0			X		1,330,269	0	225,805
(25) JEFFREY C BIRD MD........................................................................ PRESIDENT (ECR)	0.0 .......................55.0			X		1,005,128	0	176,317
(26) JOSEPH MEYER........................................................................ SVP System Operations	55.0 .......................0			X		1,411,253	0	132,926
(27) KENNETH D PUCKETT........................................................................ SVP - Enterprise Growth and Activation	20.0 .......................35.0			X		1,000,489	0	194,306
(28) NICOLE PAULK........................................................................ SVP Chief Strategy Officer	55.0 .......................0			X		1,029,348	0	196,663
(29) MICHELLE A JANNEY RN........................................................................ FORMER KEY EMPLOYEE	53.0 .......................2.0				X	688,731	0	5,959
(30) PAUL M CALKINS MD........................................................................ FORMER KEY EMPLOYEE	25.0 .......................30.0				X	355,971	0	52,208

(A) Name and business address	(B) Description of services	(C) Compensation
WILHELM-GILBANE A JOINT VENTURE 3914 PROSPECT ST INDIANAPOLIS,IN46203	CONSTRUCTION	465,301,504
AYA HEALTHCARE INC 5930 CORNERSTONE COURT WEST STE 300 SAN DIEGO,CA92121	CONTRACT LABOR	275,228,520
WEDDLE BROS BUILDING SVCS 5350 W 84TH ST INDIANAPOLIS,IN46268	CONSTRUCTION	89,099,142
GARMONG CONSTRUCTION SVCS 5988 N MICHIGAN RD INDIANAPOLIS,IN46228	CONSTRUCTION	87,251,186
MESSER CONSTRUCTION 643 W COURT ST CINCINNATI,OH45203	CONSTRUCTION	84,358,734
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 1,390

- 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

2024

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization Indiana University Health Inc

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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

right arrow

Complete if the organization is described below. 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

2024

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 .................................................................... right arrow

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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) 2024

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 right arrow

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 right arrow

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) 2021	(b) 2022	(c) 2023	(d) 2024	(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) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

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

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

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

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

841,438

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

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

Yes

155,532

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

996,970

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

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

Return Reference	Explanation
Schedule C, Part II-B, Line 1i OTHER ACTIVITIES	Several membership organizations notified IU Health during 2024 that a portion of the dues it paid would be used for lobbying purposes as follows: 340B Health: 6.5% or $813.00 American Hospital Association: 32% or $18,572.00 Association of American Medical College (AAMC): 1.65% or $390.00 Children's Hospital Association: 21.91% or $43,798.00 Indiana Hospital Association: 11.78% or $45,180.00 NAACOS: 15% or $1,650.00 America's Essential Hospitals: 13% or $25,789.00 Greater Indianapolis Chamber of Commerce: 5% or $12,500.00 Indiana Chamber of Commerce: 12% or $6,840.00 Total Portion of Dues Used for Lobbying Purposes: $155,532
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	During 2024, IU Health spent a total of $841,438 in direct federal and state lobbying expenditures. During 2024, IU Health advocated before our federal legislative and executive branches on the following issues: - 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 - Provider Safety During 2024, IU Health advocated before Indiana's state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - 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 - Transgender Care - Maternal Care - Infant Mortality

Return Reference

Explanation

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

Several membership organizations notified IU Health during 2024 that a portion of the dues it paid would be used for lobbying purposes as follows: 340B Health: 6.5% or $813.00 American Hospital Association: 32% or $18,572.00 Association of American Medical College (AAMC): 1.65% or $390.00 Children's Hospital Association: 21.91% or $43,798.00 Indiana Hospital Association: 11.78% or $45,180.00 NAACOS: 15% or $1,650.00 America's Essential Hospitals: 13% or $25,789.00 Greater Indianapolis Chamber of Commerce: 5% or $12,500.00 Indiana Chamber of Commerce: 12% or $6,840.00 Total Portion of Dues Used for Lobbying Purposes: $155,532

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

During 2024, IU Health spent a total of $841,438 in direct federal and state lobbying expenditures. During 2024, IU Health advocated before our federal legislative and executive branches on the following issues: - 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 - Provider Safety During 2024, IU Health advocated before Indiana's state legislative branch on the following issues: - Provider Reimbursements - Medicaid Reimbursement Policies - Provider Licensure Matters - 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 - Transgender Care - Maternal Care - Infant Mortality

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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	1,855,864
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
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 right arrow

0 %

Permanent endowment right arrow

100 %

Term endowment right arrow

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 .....	353,728,562		353,728,562
b	Buildings ....	1,524,025,358	684,667,899	839,357,459
c	Leasehold improvements	62,781,759	38,405,639	24,376,120
d	Equipment ....	1,800,314,077	1,536,026,068	264,288,009
e	Other .....	2,670,157,534	734,160,290	1,935,997,244
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,417,747,394

Schedule D (Form 990) (Rev. 1-2025)

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) Closely-held equity interests
(B) Financial derivatives
(C) ALTERNATIVE INVESTMENTS	3,080,563,000	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	3,080,563,000

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	0
Federal Income Taxes	0
DUE TO THIRD-PARTY PAYERS	66,772,307
ENVIRONMENTAL OBLIGATIONS	7,264,845
ACCRUED INTEREST ON BONDS	14,610,175
SELF-INSURANCE LIABILITIES	1,850,881
LEASE LIABILITIES - OPERATING	49,913,857
Intercompany Payable	1,885,602,742


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,026,014,807
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) (Rev. 1-2025)

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	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
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	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	0

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	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	0
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	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	0

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 which, as of December 31, 2024, and 2023, 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, 2024, and 2023, the Indiana University Health System had gross deferred tax assets of $110,705,000, and $141,386,000, respectively, relating to net operating loss carryovers. Indiana University Health, Inc.'s portion of the December 31, 2024, and 2023 deferred tax assets is $6,807,992 and $4,513,275 respectively. Management determined that a full valuation allowance at December 31, 2024 and 2023 was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. Based on the weight of the evidence, if it is more likely than not that some portion or all of the deferred tax assets will not be realized, a valuation allowance to reduce the deferred tax assets is recorded. The decrease in the gross deferred tax asset and the valuation allowance for the current year is $30,681,000, Indiana University Health, Inc.'s portion is $2,294,717. At December 31, 2024, Indiana University Health System has available net operating loss carryforwards of $445,118,000, Indiana University Health, Inc.'s portion is $21,438,672. Net operating losses generated from 2005 through 2017 will expire between 2025 and 2037. Net operating losses generated after 2017 do not expire.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

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 arrow

Attach to Form 990. Right arrow

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

OMB No. 1545-0047

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	2,145,835,164
	North America (Canada & Mexico only)	0	0	Investments	N/A	45,335,230
	Central America and the Caribbean	0	0	Unrelated Business Activities,UNRELATED TRADE/BUS.	N/A	17,450
	Central America and the Caribbean	0	2	Program Services	SELF-INSURANCE	9,889,968
	Central America and the Caribbean	0	35	Speaking engagements,Conference Travel	Conferences or continuing education	31,401
	East Asia and the Pacific	0	11	Speaking engagements,Conference Travel	Presenting at conference	30,819
	Europe (Including Iceland and Greenland)	0	65	Speaking engagements,Conference Travel	Conferences or continuing education	162,337
	Europe (Including Iceland and Greenland)	0	7	Program Services	Transplant and Destination Services Collaboration	19,655
	Middle East and North Africa	0	15	Speaking engagements,Conference Travel	CONFERENCE OR CONTINUING EDUCATION	100,249
	Middle East and North Africa	0	7	Program Services	Transplant and Destination Services Collaboration	52,696
	North America (Canada & Mexico only)	0	71	Speaking engagements,Conference Travel	CONFERNCES OR CONTINUING EDUCATION	79,016
	South America	0	4	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	11,692
	Sub-Saharan Africa	0	20	Speaking engagements,Conference Travel	CONFERENCES OR CONTINUING EDUCATION	20,863
	Europe (Including Iceland and Greenland)	0	0	Investments	N/A	38,758,316
	East Asia and the Pacific	0	0	Investments	N/A	50,369,886
	Sub-Saharan Africa	0	12	Program Services	Transplant and Destination Services Collaboration	17,513

3a	Sub-total ....	0	249			2,290,732,255
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	249			2,290,732,255

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 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) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

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

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

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

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

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

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

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

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

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	61,844	110,440,779	0	110,440,779	2.043 %
b	Medicaid (from Worksheet 3, column a) . . . . .	0	141,058	1,494,898,909	1,028,294,956	466,603,953	8.630 %
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	202,902	1,605,339,688	1,028,294,956	577,044,732	10.672 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	12	121,783	46,523,480	10,596,400	35,927,080	0.664 %
f	Health professions education (from Worksheet 5) . . .	4	9,105	89,460,364	21,391,994	68,068,370	1.259 %
g	Subsidized health services (from Worksheet 6) . . . .	2	14,524	18,112,564	11,941,596	6,170,968	0.114 %
h	Research (from Worksheet 7) .	0	0	0	0	0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	4	23,538	58,352,015	4,372,418	53,979,597	0.998 %
j	Total. Other Benefits . .	22	168,950	212,448,423	48,302,408	164,146,015	3.036 %
k	Total. Add lines 7d and 7j .	22	371,852	1,817,788,111	1,076,597,364	741,190,747	13.708 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

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

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing	0	0	0	0	0	0 %
2	Economic development	1	1	250,000	0	250,000	0.005 %
3	Community support	1	0	5,500,000	0	5,500,000	0.102 %
4	Environmental improvements	0	0	0	0	0	0 %
5	Leadership development and training for community members	0	0	0	0	0	0 %
6	Coalition building	1	4	3,664		3,664	0 %
7	Community health improvement advocacy	0	0	0	0	0	0 %
8	Workforce development	1	4,321	62,071	0	62,071	0.001 %
9	Other	0	0	0	0	0	0 %
10	Total	4	4,326	5,815,735	0	5,815,735	0.108 %

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. ......

1,370,993

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).....

346,803,476

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

441,479,790

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

-94,676,314

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

Yes

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

Yes

Part IV

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

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1BELTWAY SURGERY CENTERS LLC	AMBULATORY SURGERY CENTER	29.23 %	0 %	43.1 %
2SENATE STREET SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	29.44 %	0 %	42.28 %
3INDIANA ENDOSCOPY CENTERS LLC	AMBULATORY SURGERY CENTER	49.09 %	0 %	25.92 %
4ROC SURGERY LLC	AMBULATORY SURGERY CENTER	29.7 %	0 %	41.77 %
5BALL OUTPATIENT SURGERY CENTER LLC	AMBULATORY SURGERY CENTER	44.09 %	0 %	26.09 %
6IU Health SW Fort Wayne ASC LLC	AMBULATORY SURGERY CENTER	38.96 %	0 %	26.65 %
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

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) 2024

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 24

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

Yes

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

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

Yes

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

Hospital facility’s website (list url): 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 25

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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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 healthcare services - Aging population and needs of older adults - Behavioral health (mental health and substance abuse) - Chronic disease prevention and management - Maternal and infant health and child well-being - Smoking, vaping and tobacco use - Social determinants of health (SDOH)
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 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 (soon to be IU Health Fishers Hospital) IU Health Methodist Hospital, IU Health University Hospital, and Riley Hospital for Children are in Indianapolis, Marion County, Indiana and are referred to as the IU Health Academic Health Center. IU Health Saxony Hospital is 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. To consider all these unique health needs, IU Health conducted separate community health needs assessments ("CHNAs") for each of its four hospitals. IU Health Methodist/University Hospitals The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Marion County, Indiana, where the hospital resides. This CHNA relies on multiple data sources and community input gathered in January through June of 2024. The CHNA process was completed when the CHNA was made widely available to the public on December 19, 2024. IU Health Methodist Hospital obtained the insight and views of those who live in and service Marion County through community meetings, a survey sent to those who were unable to attend the community meetings, and key informant interviews (including those possessing public health expertise). Additional input was gathered when two focus groups were held for social workers and community health workers from IU Health and two other local healthcare systems. People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in May 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact adults. The meetings were attended by 41 people in total. The prioritized significant community health needs from the 2021 CHNAs of IU Health Methodist Hospital, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion County, any additions to the list of health needs, thoughts regarding the root causes of the health needs and the status of COVID-19 and its impacts. The meetings concluded by asking the participants to prioritize and select the top three health needs for their community (i.e., significant community health needs). Highlights of the discussion during the community meetings included many, if not all, of the previously identified 2021 CHNA significant community health needs. Most participants agreed that COVID-19 seemed less of a problem in the community now. Suggested additions to the list included: - A more specific focus on certain SDOH, including unsafe and unaffordable housing; food insecurity and food literacy; poverty and jobs without a living wage; transportation to and from healthcare services; better and more timely public transportation; violence prevention; and discrimination - Medical legal partnerships are important to help people with landlord/tenant issues, immigration/naturalization, custody/visitation and expunging criminal records - Vaccinations - The many barriers for homelessness and housing instability (i.e., substance use and mental illness) - Sexually transmitted infections and infectious disease - Wait times are impacting access to home care and other healthcare services, especially for older adults and people with disabilities - Meeting social needs is important, but equally important is addressing the underlying root causes - There are fewer pharmacies in the community and people are having to travel farther to get their medications - Exposure to environmental contaminants is often overlooked - Grief and trauma and their impact on health - Social isolation and its impact on mental health - Enhancements to the built environment to encourage healthy lifestyles, increase safety and support different types of travel - Health literacy - Navigating healthcare services and better care coordination - Vaping needs to be included in tobacco use - Another barrier to accessing healthcare including technology, not everyone has a smart phone, data plan or access to the internet The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - People and their families - Multiple healthcare systems, schools, churches and a strong faith-based community - Many social services that could be accessed if people had knowledge of them - Transportation - Philanthropy and nonprofits - Community centers - Clinics and mobile units "meeting people where they are at" - Community health workers For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Twelve people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as the most significant for Marion County, which are not listed in any order: - Access to healthcare services (including trustworthy, supportive and affordable care, health education and flexibility in hours and days of service) - Access to mental health and substance use treatment (including more services for all people and behavioral and healthcare coordination) - Chronic disease prevention and management (especially hypertension and diabetes and their risk factors) - Social determinants of health (especially safe and affordable housing, food access, poverty and discrimination) - Violence prevention (including addressing its many forms [e.g., intimate partner and gun-related injuries] and root causes) A total of 18 social workers from Ascension St. Vincent (Indianapolis), Community Health Network and IU Health participated in a focus group to understand the health needs of the patients they serve in the community. The common themes from the focus group participants were: - Access to mental health and substance use disorder services (especially for pediatrics and pregnant women) - Certain benefits from the state are changing or going away (e.g., A&D benefits) that impact people's ability to get services - Challenging to share all the services that are available, systems such as healthcare and social services are large and connecting people is difficult - Food insecurity - Health literacy - Housing (expensive and not safe) - Insurance coverage (people do not understand their benefits) - Invest in integrated care models that are inclusive of social and healthcare services - Lack of home-based healthcare services - Lack of support for people experiencing homelessness - Lack of technology to reach people and provide services - Language barriers and lack of interpreters to help access services - More patient coordinators - Older adults and their health and social needs - Quality of skilled nursing facilities - Transportation challenges - Paying utilities - Violence and firearm deaths - Workforce shortages (including nursing, group home staff and social workers - workforce should reflect the population being served)
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). A total of eleven community health workers from Ascension St. Vincent (Indianapolis), Community Health Network and IU Health participated in a focus group to understand the health needs of the patients they serve in the community. The common themes from the focus group participants were: - Access to healthcare services is challenging (including lack of health insurance, lack of flexibility in days/times offered and long waits to see a provider) - Access to mental health and substance use disorder treatment is challenging - Caregiver support is challenging for families - Demand is going up for assistance and not enough resources - Dental and vision coverage is hard to obtain - Food insecurity - Housing (expensive, unsafe or not stable) - Income is low and costs are high - Isolation - Insurance coverage (people do not have it or they do not understand their benefits) Language barriers and lack of interpreters to help access services - Long COVID - More people needing support (despite income and health insurance coverage) - More community health workers needed to meet the increasing social and healthcare needs of people - Substance use disorder (including impact on pregnancy) - Transportation (unreliable, expensive and inadequate public transportation) Seven interviews were conducted with representatives from the local and state public health department, an organization focused on minority health, Federally Qualified Health Center (FQHC), a large faith-based organization, an organization focused providing service to older adults and a food bank to obtain subject matter expertise on the health and well-being of those living in Marion County. The following issues were discussed as significant: - The overall health of the community is declining due to health conditions and behaviors such as obesity, preventable diseases, substance use disorder and vaping as well as a lack of transportation to health and social services, no access to healthy foods, limited access to safe and affordable housing and limited access to healthcare and mental health services. Seeing generations of families with obesity and childhood obesity is creating a generation of young adults with Type II Diabetes. - People of all ages are less likely to receive the information, life skills and resources needed to build healthy habits, and their environments do not support healthy behaviors. - Poor life expectancy and quality of life. - Not enough is being done to ensure optimal health for all community members. A better practice of disaggregating data and connecting it to factors that influence health is needed. There is a need to keep looking at the data to identify the prevalence of disease and risk factors and mortality in certain populations. - When thinking about the state, people living in rural areas experience differences in transportation to health and emergency services; access to healthy foods; access to the internet and technology for telehealth; and a lack of healthcare and mental health providers. - Certain groups face worse health outcomes than the general population. - Mental health and substance use disorders are challenges because there are not enough providers to offer services to people of all ages; accidental drug and toxification overdoses; comorbidity between each; the stigma faced by those that are ill; the intersection of SDOH and mental illness (i.e., anxiety and depression) and when untreated or poorly managed, both can impact other health outcomes. - The gaps in the healthcare workforce impact the delivery of care. More providers are needed that focus on dental health, mental health, older adults, pediatrics and women's health as well as those that "look like the populations served." - Infant mortality is the number one indicator of the health of the community. Infant and maternal health and the many factors that impact it include ability to pay for services and insurance coverage, obesity, substance use disorder, smoking, lack of access to prenatal care, literacy (including health literacy) and language barriers, and the unique needs of all pregnant women. Some communities have no prenatal, pregnancy or postpartum care for women nor any subsequent care options for their infants. - Continued collaboration is needed between hospitals, healthcare systems, FQHCs and the state and LHDs to understand the health profile of communities; share data; deliver comprehensive health prevention and promotion services; bring more flexibility in the delivery of services to better accommodate all patients and their families; implement innovative models of care; and track the impact of efforts on health outcomes. - Better collaboration (including data sharing) is needed between social services and healthcare providers to ensure a more comprehensive approach to addressing the interconnectivity between a person's physical, social and mental health. - SDOH poorly impacting people's health includes economic stability and being paid a living wage; housing costs; accessing quality food, education, childcare and jobs with healthcare benefits; and transportation to medical and other services. Some SDOH, like food insecurity, are also tied not only to poor health outcomes, but violence, absenteeism and lack of education. - Violence prevention, especially in youth and young adults. There is a need to address all forms of violence including gun violence and intimate partner violence. Need to support better gun safety in the community. - The awareness of trends and developments that may not rise to the top as "significant" but chronically plague the health of a community and need the attention of public health and healthcare including congenital syphilis, autism screenings and assessments for children, environmental health (e.g., lead poisoning prevention) and dental care. - Understanding the healthcare system and patient access points, the availability of healthcare services and insurance benefits as well as the lack of care coordination can be challenging for individuals and families. Individuals from organizations representing different sectors and groups within the local community participated in the community input process. Participants included community members and representatives from the following organizations: - Boys II Men - Center for Interfaith Cooperation - Central Indiana Community Foundation - CHIP Indy (Coalition for Homelessness Intervention and Prevention) - CICOA Aging & In-Home Solutions - City of Indianapolis - Department of Metropolitan Development - Coburn Place Consulate of Mexico in Indianapolis - Covering Kids & Families of Indiana - Damien Center - Dove Recovery House for Women - Early Learning Indiana - Eastern Star Church - Exodus Refugee Immigration - Fay Biccard Glick Neighborhood Center - Genesys Solutions - Gleaners - Health by Design/Indiana Public Health Association - Hoosier Environmental Council Horizon House - Immigrant Welcome Center - Indiana Department of Health - Indiana Minority Health Coalition - Indiana University Center for Global Health Equity - Indiana University Richard M. Fairbanks School of Public Health - Indianapolis Public Library - Indianapolis Recorder Newspaper - Indy Public Safety Foundation Inc. - IndyGo Foundation - Intend Indiana - Jane Pauley Community Health Center - John Boner Neighborhood Centers - La Plaza Latino Health Organization - Madam Walker Legacy Center - Marion County Public Health Department - Medical-Legal Partnerships of Indiana Legal Services - Mount Zion Baptist Church of Indianapolis - Mt. Carmel Baptist Church - Near North Development Corporation - Pathway to Recovery, Inc. - Purdue Extension of Marion County - Raphael Health Center, Inc. - Regenstreif Institute, Inc. - Rehabilitation Hospital of Indiana - Saint Monica Catholic Church - YMCA of Greater Indianapolis/Top 10 Coalition Riley Hospital for Children at IU Health The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Marion County, Indiana, where the hospital resides. This CHNA relies on multiple data sources and community input gathered in January through June of 2024. The CHNA process was completed when the CHNA was made widely available to the public on December 19, 2024.
Schedule H, Part V, Section B, Line 5 Facility , 3	Facility , 3 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Riley Hospital for Children at IU Health obtained the insight and views of those who live in and service Marion County through community meetings, a survey issued to those who were unable to attend the community meetings, a survey issued to internal healthcare providers and other team members from the hospital and key informants (including those possessing public health expertise). Additional input came from two focus groups held for social workers and community health workers from IU Health and two other local healthcare systems. People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in June 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact maternal, infant and child health.1 The meetings were attended by 46 people in total. The significant community health needs from the 2021 CHNAs of Riley Hospital for Children at IU Health, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion County, any additions to the list of health needs, thoughts regarding the root causes of the health needs and the status of COVID-19 and its impacts. The meetings concluded by asking the participants to prioritize and select the top three health needs for their community (i.e., the significant community health needs). Highlights of the discussion during the community meetings include many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list of health needs included: - Access to substance use treatment for mothers and adolescents - Difficulties navigating the healthcare system and accessing services - Stigma around mental health and seeking services - Nutrition, drug use and sugar consumption education for youth - Families not completing well-child visits - Availability of healthcare appointments and bringing healthcare to patients (e.g., school and daycare) - Integrating healthcare into the community - Transportation to health and social services - Affordable food and medicines - Understanding trauma and its impact on children's and families' health - Trusting the healthcare system and providers - Housing - Dental and vision screenings for youth - The length of time between referral and visit to a physician, especially a specialty doctor Family planning services/preconception - Better sex health education, especially in schools - Violence prevention and intentionally working to improve SDOH, especially poverty, to reduce violence in the community - Increased need for community health workers embedded in the community The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - Schools - Faith-based organizations - The influence healthcare systems could have in changing policy and systems in the communities - More community-based organizations and healthcare systems are investing in family resource navigators - Seeing more programs invest in services that support the whole family, not just the children Safe Sleep programs - The program All Things to All People - SPARK - Dietitians and lactation consultants through programs like WIC - IU Health Congregational Care Network Interviews - same as above for Methodist/University Social workers focus group - same as above for Methodist/University Community health workers focus group - same as above for Methodist/University Internal survey A survey was also issued to internal healthcare providers and team members at Riley Hospital for Children at IU Health, asking them to identify the top health needs among the patients they serve. Among the 48 responses, these were the needs identified as most significant, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment - Maternal and infant health - Social determinants of health (especially housing, transportation to health and social services, food insecurity, and economic stability) Individuals from organizations representing different sectors and groups within the local community participated in key informant interviews, community meetings, focus groups, and survey. Participants included representatives from the following organizations: - Aspire Indiana Health - CareSource - Child Care Answers - Eastern Star Church - Eskenazi Health - Fathers and Families Center - Family and Social Services Administration - Office of Early Childhood and Out-of-School Learning - Gleaners - Goodwill of Central and Southern Indiana - Nurse Family Partnership - Grassroots Maternal and Child Health Initiative - Health Access Ascension - HealthNet Inc. - Indiana Department of Health Indiana - Diaper Bank - Indiana Family to Family - Indiana Minority Health Coalition - Indianapolis Public Schools - Indiana Perinatal Quality Improvement Collaborative (IPQIC) - Indianapolis Public Schools (IPS) - Stronger Tomorrows Program - Jane Pauley Community Health Center - Jump IN for Healthy Kids - Kids' Voice of Indiana - Managed Health Services (MHS) Indiana - Marion County Public Health Department - Martin Luther King Community Center - Miracle Place - MLK Center Indianapolis - Outreach, Inc. - Playworks - Postpartum Support International - Indiana Chapter - Reach For Youth, Inc. - Shepherd Community Center - Starfish Initiative The Indianapolis Foundation - The Milk Bank - The Mind Trust - The Villages of Indiana, Inc. - Volunteers of America Ohio and Indiana IU Health Saxony Hospital The defined community for the most recent CHNA conducted in the current tax year (i.e., 2024) is Hamilton, Hancock and Marion Counties. The hospital resides in Hamilton County. This CHNA relies on multiple data sources and community input gathered in January through June of 2024. The CHNA process was completed when the CHNA was made widely available to the public on December 19, 2024. IU Health Saxony Hospital obtained the insight and views of those who live and service Hamilton, Hancock and Marion County through community meetings, a survey sent to those who were unable to attend the community meetings, an internal survey sent to healthcare providers and other team members from the hospital and key informant interviews (including those possessing public health expertise). People and organizations representing a broad range of sectors, services and groups in the community were invited to attend. In collaboration with Ascension St. Vincent, Community Health Network, Riverview Health and the Hamilton County Health Department, two meetings (in-person and virtual) were held in May 2024 to receive input on the health needs in Hamilton County. The meetings were attended by 43 people in total. The significant community health needs taken from the 2021 CHNAs of IU Health Saxony, Ascension St. Vincent, Community Health Network and Riverview Health were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Hamilton County, any additions to the list of health needs, thoughts regarding the root causes of the health needs and the status of COVID-19 and its impacts. The meetings concluded by asking participants to finalize the top health needs impacting the health of the community. Once this list was confirmed, the participants were asked to prioritize and select the top health needs for their community (i.e., the significant community health needs).
Schedule H, Part V, Section B, Line 5 Facility , 4	Facility , 4 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Highlights of discussion during the community meeting included many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list include tobacco and vaping, especially among youth. Additional highlights of the 2024 discussion include: - The perception that many individuals cannot afford healthcare - Navigating the healthcare system is challenging for some - Care coordination across healthcare systems needs to improve including sharing patients' health information - The challenges of older adults are great, including economic stability and its impact on providing for basic needs, fall risk and emergency calls for falls, lack of having a primary care doctor, a shortage of geriatricians to care for their unique needs, navigating different insurances and the need for more aging-in-place options, such as assisted living centers, senior living neighborhoods, and senior day centers to keep them safe - There is a significant shortage of affordable or covered (insurance) behavioral health providers who care for individuals before they reach a crisis as well as behavioral health inpatient care There are increasing mental health challenges for youth - There is no public transportation in Hamilton County; transportation is expensive and not having it may impact employment and the needs of certain populations such as older adults and people with disabilities - People seek to live and work outside of Hamilton County which causes workforce shortages, especially for jobs that pay a lower salary - Affordable housing in Hamilton County in safe and desirable areas is lacking (especially for people with lower incomes, older adults and people with disabilities); wages do not keep up with the housing expenses in the county - People prioritize which basic needs require spending money, which may mean healthcare is avoided - Food insecurity seems to be increasing - There is a lack of affordable, quality childcare options in the county, particularly for families who have children with disabilities or special needs - There is an increasing number of overdoses among all ages in Hamilton County - drugs can be bought online, and people are not always aware of their contents The Hamilton County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Hamilton County, these were the suggested changes to improve the health and well-being of the community. - A public shuttle with drivers that are bilingual - Developing more infrastructure for aging adults and ensuring more services and social opportunities are easily accessible - Emergency medical services (EMS) mobile integrated care services and home healthcare - Increase the availability of affordable, safe housing - More funding for community partners and programming - Connect all community members to affordable healthcare and ensure assistance with financial assistance programs Participants from the community meetings identified the following needs as most significant in Hamilton County, which are not listed in any order. - Access to healthcare services - Aging population and needs of older adults - Mental health - Substance use disorders - Social determinants of health (especially housing, transportation and food insecurity) Three interviews were conducted with a representative from the local public health department, city public health department and a social service agency to obtain subject-matter expertise on the health and well-being of those living in Hamilton County. The following issues were discussed as significant: - Care gaps and worsening health conditions are common due to access issues related to healthcare services, especially primary care, and not enough services are available to meet the demand in the county. Those with health insurance may not be using it as effectively as possible. Though there are great community-clinical linkages happening between specialists, healthcare providers, healthcare systems, LHDs and community based organizations, there is a need to increase comprehensive care for all in the community as well as integrate efforts to meet patients' physical, behavioral and social needs. - Identifying ways to incentivize/empower more community members to engage in a healthier lifestyle and ensure the environment better supports a healthy lifestyle (e.g., walking and biking infrastructure). - Mental health got worse after the COVID-19 pandemic. There is a need for more prevention strategies and more mental health providers and services for all ages. Navigating existing resources can be hard for some groups in the community. Insurance often does not cover services, and self-pay can be expensive. Hamilton County residents are transported to neighboring counties for services which can be burdensome for individuals and families. Substance use disorders are an issue, including access to treatment services and the affordability and access to medication-assisted treatment. Older adults are self-medicating as they age which increases the risk of overdose. There are concerns that youth with mental health illness will fall behind in education attainment. - Substance use is common among youth as well as drinking and driving. Drug and alcohol use and overdoses are a problem for the county too. - Increased vaping and tobacco use in youth and its overall impact on health as one ages is a concern. - Oral and vision care services are hard to access due to individuals not having insurance coverage or Medicaid will not pay for services. - People living in rural communities in northern Hamilton County have a hard time accessing transportation and food in their communities. - Older adults are living longer, making their future financial security uncertain. These issues seem to be more problematic for this population: aging in place; mobility and ambulatory difficulty; food insecurity; greater needs for acute care; and caregiver strain. - STI testing is hard to access in the community. The local health department needs more partners to expand those services into the community. - Many individuals do not have access to technology or the internet and have challenges using these mediums, which is where much of the current communication happens; therefore, information and resources can be missed. - Social determinants of health (SDOH) are negatively impacting the community, particularly due to the lack of affordable and safe housing, transportation (especially for people with special needs and older adults) and food insecurity. - The county must ensure it is prepared to address emerging issues such as climate change's impact on health, preparedness for disasters and the impact of technology on youth mental health. - The county should increase the use of the local health departments' (LHD) services and ensure collaborative partnerships between the LHD and community-based organizations. An interview was conducted with a representative of the local health department to obtain subject-matter expertise on the health and well-being of those living in Hancock County. The following issues were discussed as significant: - The prioritized community health needs from the 2021 CHNA are still issues in the community in addition to drug overdoses and suicide, accidental injuries due to falls among older adults, trauma and injury prevention and having access to safe, secure and affordable housing. - Primary care and mental health (including outpatient/ inpatient and medication management) services are hard to access, in addition to treatment for substance use disorders. Barriers include transportation, limited knowledge about how to find these services, the quantity of services, language and the quality of services/providers. - Some groups in the community have a higher risk for poor health outcomes. Poor health is impacted by the availability of affordable, safe and quality housing. - Long-term societal impacts of COVID-19 include a distrust in healthcare, delays in preventative services and a need for mental health services. - Suggested top needs in Hancock County include chronic disease management (e.g., obesity, diabetes, cancer and heart disease), addiction/drug overdoses, mental health/ suicide, services for older adults (e.g., medications, fall prevention, caregiving and social engagement), and trauma/injury prevention (e.g., bike helmets, Narcan, sunscreen safety, water safety, golf cart/ATV safety and gun safety). - Since the health department has received the Health First Indiana, funding they are meeting with other community partners to work on the true needs of the community and how to meet people where they are.
Schedule H, Part V, Section B, Line 5 Facility , 5	Facility , 5 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in May 2024 to receive input on the health needs in Marion County that primarily impact adults (separate meetings were held with a focus on maternal, infant and child health). The meetings were attended by 41 people in total. The prioritized community health needs taken from the 2021 CHNAs of IU Health hospitals, Ascension St. Vincent (Indianapolis) and Community Health Network were presented at the beginning of each meeting. Participants were asked to share their feedback on the status of these health needs in Marion County, any additions to the list of health needs, thoughts regarding the root causes of the health needs and the status of COVID-19 and its impacts. The meetings concluded by asking the participants to choose the top three most pressing health needs via written feedback or an online survey. Highlights of the community meetings' discussions included many, if not all, of the 2021 CHNA significant community health needs. Most participants agreed that COVID-19 seemed less of a problem in the community now. Suggested additions to the list included: - A more specific focus on certain SDOH, including unsafe and unaffordable housing; food insecurity and food literacy; poverty and jobs without a living wage; transportation to and from healthcare services; better and more timely public transportation; violence prevention; and discrimination - Medical legal partnerships are important to help people with landlord/tenant issues, immigration/naturalization, custody/visitation and expunging criminal records - Vaccinations - The many barriers for homelessness and housing instability (i.e., substance use and mental illness) - Sexually transmitted infections and infectious disease - Wait times are impacting access to home care and other healthcare services, especially for older adults and people with disabilities - Meeting social needs is important, but equally important is addressing the underlying root causes, including policies that impact health or create health inequities - There are fewer pharmacies in the community and people are having to travel farther to get their medications - Exposure to environmental contaminants is often overlooked - Grief and trauma and their impact on health - Social isolation and its impact on mental health - Enhancements to the built environment to encourage healthy lifestyles, increase safety and support different types of travel - Health literacy - Navigating healthcare services and better care coordination - Vaping needs to be included in tobacco use - Another barrier to accessing healthcare including technology, not everyone has a smart phone, data plan or access to the internet The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - People and their families - Multiple healthcare systems, schools, churches and a strong faith-based community - Many social services that could be accessed if people had knowledge of them - Transportation - Philanthropy and nonprofits - Community centers - Clinics and mobile units "meeting people where they are at" - Community health workers For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Twelve people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as the most significant for Marion County, which are not listed in any order: - Access to healthcare services (including trustworthy, supportive, and affordable care, health education and flexibility in hours and days of service) Access to mental health and substance use treatment (including more services for all people and behavioral and healthcare coordination) - Chronic disease prevention and management (especially hypertension and diabetes and their risk factors) - Social determinants of health (especially safe and affordable housing, food access, poverty and discrimination) - Violence prevention (including addressing its many forms [e.g., intimate partner and gun-related injuries] and root causes) In collaboration with Ascension St. Vincent (Indianapolis) and Community Health Network, two meetings were held in June 2024 (one in-person and the other virtual) to receive input on the health needs in Marion County that primarily impact maternal, infant and child health. The meetings were attended by 46 people in total. These meetings followed the same format as those meetings held in May with a focus on adults. Highlights of the community meetings' discussions included many, if not all, of the 2021 CHNA significant community health needs. Suggested additions to the list of health needs included: - Access to substance use treatment for mothers and adolescents - Difficulties navigating the healthcare system and accessing services - Stigma around mental health and seeking services - Nutrition, drug use and sugar consumption education for youth - Families not completing well-child visits - Availability of healthcare appointments and bringing healthcare to mothers, youth and families (e.g., school and daycares) - Integrating healthcare into the community - Transportation to health and social services - Affordable food and medicines - Understanding trauma and its impact on health for all who interact with children and families Trusting the healthcare system and providers - Housing - Dental and vision screenings for youth - Gender affirming care for youth - The length of time between referral and visit to a physician, especially a specialty doctor Family planning services/preconception - Better sex health education, especially in schools - Violence prevention and intentionally working to improve SDOH, especially poverty, to reduce violence in the community - Increased need for community health workers embedded in the community The Marion County discussion pointed out places and people who may not have enough support to stay healthy. When thinking about Marion County, the participants thought these were the greatest assets to promote health and well-being in the community. - Schools - Faith-based organizations - The influence healthcare systems could have in changing policy and systems in the communities - More community-based organizations and healthcare systems are investing in family resource navigators - Seeing more programs invest in programs and services that support the whole family, not just the children Safe Sleep programs - The program All Things to All People - SPARK - Dietitians and lactation consultants through programs like WIC - IU Health Congregational Care Network For those unable to attend the community meetings, a separate survey was distributed to receive their input on comparable questions posed during those meetings. Eight people responded to the survey. These findings were combined with those of the community meeting participants. This process identified the following needs as most significant for Marion County, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment (especially more services for parents, pregnant women, after women have given birth and youth) - Maternal and infant mortality - Social determinants of health (especially safe, affordable and toxin free housing, childcare, food, transportation, and economic stability) - Violence prevention A survey was also issued to internal healthcare providers and team members at Riley Hospital for Children, asking them to identify the top health needs among the patients they serve. Among the 48 responses, these were the needs identified as most significant, which are not listed in any order: - Access to healthcare services - Access to mental health and substance use treatment - Maternal and infant health - Social determinants of health (especially housing, transportation to health and social services, food insecurity, and economic stability) - Violence prevention
Schedule H, Part V, Section B, Line 5 Facility , 6	Facility , 6 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Seven interviews were conducted with representatives from the local and state public health department, an organization focused on minority health, a Federally Qualified Health Center (FQHC), a large faith-based organization, an organization focused providing service to older adults and a food bank to obtain subject matter expertise on the health and well-being of those living in Marion County. The following issues were discussed as significant: - The overall health of the community is declining due to health conditions and behaviors such as obesity, preventable diseases, substance use disorder and vaping as well as a lack of transportation to health and social services, no access to healthy foods, limited access to safe and affordable housing and limited access to healthcare and mental health services. Seeing generations of families with obesity and childhood obesity is creating a generation of young adults with Type II Diabetes. - People of all ages are less likely to receive the information, life skills and resources needed to build healthy habits, and their environments do not support healthy behaviors. - Poor life expectancy and quality of life. - Not enough is being done to ensure optimal health for all community members. A better practice of disaggregating data and connecting it to factors that influence health is needed. There is a need to keep looking at the data to identify the prevalence of disease and risk factors and mortality in certain populations. - When thinking about the state, people living in rural areas experience differences in transportation to health and emergency services; access to healthy foods; access to the internet and technology for telehealth; and a lack of healthcare and mental health providers. Certain groups face worse health outcomes than the general population. - Mental health and substance use disorders are challenges because there are not enough providers to offer services to people of all ages; accidental drug and toxification overdoses; comorbidity between each; the stigma faced by those that are ill; the intersection of SDOH and mental illness (i.e., anxiety and depression) and when untreated or poorly managed, both can impact other health outcomes. - The gaps in the healthcare workforce impact the delivery of care. More providers are needed that focus on dental health, mental health, older adults, pediatrics and women's health as well as those that "look like the populations served." - Infant mortality is the number one indicator of the health of the community. Infant and maternal health and the many factors that impact it include ability to pay for services and insurance coverage, obesity, substance use disorder, smoking, lack of access to prenatal care, literacy (including health literacy) and language barriers, and the unique needs of all pregnant women. Some communities have no prenatal, pregnancy or postpartum care for women nor any subsequent care options for their infants. - Continued collaboration is needed between hospitals, healthcare systems, FQHCs and the state and LHDs to understand the health profile of communities; share data; deliver comprehensive health prevention and promotion services; bring more flexibility in the delivery of services to better accommodate all patients and their families; implement innovative models of care; and track the impact of efforts on health outcomes. - Better collaboration (including data sharing) is needed between social services and healthcare providers to ensure a more comprehensive approach to addressing the interconnectivity between a person's physical, social and mental health. - SDOH poorly impacting people's health includes economic stability and being paid a living wage; housing costs; accessing quality food, education, childcare and jobs with healthcare benefits; and transportation to medical and other services. Some SDOH, like food insecurity, are also tied not only to poor health outcomes, but violence, absenteeism and lack of education. - Violence prevention, especially in youth and young adults. There is a need to address all forms of violence including gun violence and intimate partner violence. Need to support better gun safety in the community. - The awareness of trends and developments that may not rise to the top as "significant" but chronically plague the health of a community and need the attention of public health and healthcare including congenital syphilis, autism screenings and assessments for children, environmental health (e.g., lead poisoning prevention) and dental care. - Understanding the healthcare system and patient access points, the availability of healthcare services and insurance benefits as well as the lack of care coordination can be challenging for individuals and families.
Schedule H, Part V, Section B, Line 5 Facility , 7	Facility , 7 - IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN (continued). Individuals from organizations representing different sectors and groups within the local community participated in the community meetings, interviews and surveys. Participants included community members and representatives from the following organizations: - A Healthier Hamilton County Systems of Care - Aspire Indiana Health - Boys and Girls Club of Noblesville - Boys II Men - Breathe Easy Hamilton County - Care Patrol - CareSource - Carmel Clay Schools - Center for Interfaith Cooperation - Central Indiana Community Foundation - Cherish Center - Child Care Answers - Children's TherAplay - CHIP Indy (Coalition for Homelessness Intervention and Prevention) - Cicero Fire Department - CICOA Aging and In-Home Solutions - City of Fishers EMS - City of Indianapolis-Department of Metropolitan Development - City of Noblesville EMS - City of Westfield - Coburn Place - Consulate of Mexico in Indianapolis - Council Member (County At-Large), Hamilton County Government - Covering Kids and Families of Indiana - Damien Center - Dove Recovery House for Women - Early Learning Indiana - Eastern Star Church - Eskenazi Health - Exodus Refugee Immigration - Family and Social Services Administration - Office of Early Childhood and Out-of-School Learning - Family Development Services/Head Start Hamilton County - Family Promise of Hamilton County - Fathers and Families Center - Fay Biccard Glick Neighborhood Center - Fishers Health Department - Genesys Solutions - Gleaners - Good Samaritan Network Goodwill of Central and Southern Indiana - Nurse Family Partnership - Grassroots Maternal and Child Health Initiative - Hamilton County Community Foundation - Hamilton County Council on Alcohol and Other Drugs - Hamilton County Health Department - Hamilton County Parks and Recreation - Hamilton County Sheriff's Office - Hamilton County Veterans Corporation - Hamilton Heights - Hancock County Health Department - HAND - Health Access Ascension - Health by Design/Indiana Public Health Association - HealthNet Inc. - Heart and Soul Free Clinic - Hispanic Congregation Pastor - Hoosier Environmental Council - HOPE Family Care Center - Horizon House - Ignite Transform - Immigrant Welcome Center - Indiana Department of Health - Indiana Diaper Bank - Indiana Family to Family - Indiana Minority Health Coalition - Indiana Parkinson Foundation Indiana - Perinatal Quality Improvement Collaborative (IPQIC) - Indiana University Center for Global Health Equity - Indiana University Richard M. Fairbanks School of Public Health - Indianapolis Public Library - Indianapolis Public Schools - Indianapolis Recorder Newspaper - Indy Public Safety Foundation Inc. - IndyGo Foundation - Intend Indiana IPS - Stronger Tomorrows Program - Ivy Tech Hamilton County - Jane Pauley Community Health Center - Janus Developmental Services - John Boner Neighborhood Centers - Jump IN for Healthy Kids - Kids' Voice of Indiana - La Plaza Latino Health Organization - Madam Walker Legacy Center - Managed Health Services (MHS) Indiana - Marion County Public Health Department - Martin Luther King Community Center - Meals on Wheels of Hamilton County - Medical-Legal Partnerships of Indiana Legal Services - Miracle Place - MLK Center Indianapolis - Mount Zion Baptist Church of Indianapolis - Mt. Carmel Baptist Church - Mudsock Youth Athletics - Near North Development Corporation - Noblesville Chamber of Commerce - Noblesville Fire Department - Noblesville Schools - Outreach, Inc. - Pathway to Recovery, Inc. - Playworks - Postpartum Support International- Indiana Chapter - PrimeLife Enrichment - Purdue Extension of Marion County - Raphael Health Center, Inc. - Reach For Youth, Inc. - Regenstreif Institute, Inc. - Rehab Hospital of Indiana - Saint Monica Catholic Church - Shepherd Community Center - Shepherd's Center of Hamilton County - Starfish Initiative - Student Impact of Westfield - Suburban North Club - The Indianapolis Foundation - The Milk Bank - The Mind Trust - The O'Connor House - The Villages of Indiana, Inc. - Trinity Free Clinic - Volunteers of America Ohio and Indiana - YMCA of Greater Indianapolis/Top 10 Coalition - Youth Mentoring Initiative
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - Ascension St. Vincent.
Schedule H, Part V, Section B, Line 6a Facility , 2	Facility , 2 - Community Health Network.
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). In April 2025, IU Health's board of directors approved implementation strategies for these hospitals to respond to the needs identified in their 2024 CHNAs. IU Health Methodist and University Hospitals will address these community health needs in 2025-2027: * Access to healthcare services * Behavioral health (mental health and substance use) * Chronic disease prevention and management * Smoking, vaping and tobacco use * Social determinants of health The 2024 CHNAs identified several community health needs not directly addressed in the current 2025-2027 implementation strategies. However, existing programs at IU Health Methodist and University Hospitals still impact these areas. The hospitals will continue partnering with community organizations to explore and apply best practices to meet these needs. * Aging population and needs of older adults * Maternal and infant health and child well-being Riley Hospital for Children at IU will address these community health needs in 2025-2027: * Access to healthcare services * Behavioral health (mental health and substance use) * Maternal and infant health and child well-being * Social determinants of health The 2024 CHNAs identified several community health needs not directly addressed in the current 2025-2027 implementation strategies. However, existing programs at Riley Hospital for Children at IU still impact these areas. The hospitals will continue partnering with community organizations to explore and apply best practices to meet these needs. * Chronic disease prevention and management * Smoking, vaping and tobacco use IU Health Saxony Hospital will address these community health needs in 2025-2027: * Access to healthcare services * Aging population and needs of older adults * Behavioral health (mental health and substance use) * Chronic disease prevention and management * Maternal and infant health and child well-being * Smoking, vaping and tobacco use * Social determinants of health IU Health Saxony Hospital will address all the community health needs identified in the 2024 community health needs assessment. In 2024, IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital addressed needs identified in the 2021CHNA using the 2022-2024 implementation strategy plan adopted in April 2022. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Hospital Addressed Below was the progress of the hospitals' implementation strategy by significant need and its respective initiative(s). The hospitals addressed 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 * Provided vaccine clinics in under-resourced communities. In 2024, IU Health's Community Outreach and Engagement (COE) department participated in 319 community events, which included activations at local barbershops, churches, food pantries and other community organizations. Through those events, the team administered 2,150 screenings for social needs, more than 2,700 blood pressure screenings, nearly 300 cholesterol screenings, 124 flu vaccines and 104 COVID-19 vaccines. IU Health continued to work with community-based organizations to increase the availability of screenings and vaccines to community members who are lacking healthcare resources and at greater risk of experiencing poorer health outcomes. * Supported community members accessing healthcare services regardless of their ability to pay. IU Health Methodist and University hospitals provide financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators that can assist patients and families with information and help with applications for various health coverage programs. In 2024, the counselors served 395 people at IU Health University Hospital and 1,252 people at IU Health Methodist Hospital. * Supported community-based organizations that help community members with lower incomes access healthcare services. In 2024, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to The Links, Inc., First Baptist Church, New Direction Church, Keeping Pace, Indianapolis Urban League, Free Press Indiana and the Indianapolis Recorder to provide health education to community members in Marion County. These organizations provide support to children or adults who are lacking healthcare resources. Behavioral Health * Further developed and implemented Behavioral Health services into varied clinical settings. Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. VIBH provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 888 visits included patients seeking care at IU Health Methodist and Riley emergency departments and IU Health physicians' ambulatory practices. The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continues to assess and evolve its behavioral health services based on the needs of patients and the communities it serves. Since 2018, this program had served 15 IU Health and two non-IU Health emergency department patients who struggled with substance use disorder through support to aid in recovery. IU Health continues to serve patients with a need for this service through the Virtual Behavioral Health team. * Supported community-based organizations that help community members access behavioral health services. In 2024, the community benefit grant program awarded funding to community-based organizations, including Reach for Youth, Coburn Place, Indiana Youth Group, Mackida Loveal & Trip, 100 Black Men, Light of the World, and Christian Theological Seminary Counseling Center to provide behavioral health services to community members in Marion County. These organizations provide services to children or adults who are lacking behavioral health resources. Chronic Disease and Chronic Disease Management * Planned and implemented cardiovascular health initiative that focuses on reducing hypertension. The Indiana Health Excellence, Access, outreach, and Treatment (iHEART) collaborative screening initiative has assessed 1,620 patrons for blood pressure within the iHEART program, totaling 4,054 screenings overall since its launch in 2023. In addition, 1,563 individuals from the iHEART ZIP codes were screened for SDOH, with a total of 4,478 screenings completed by December 2024. In December 2024, a total of 1,462 individuals enrolled in the CHECK-IT home blood pressure, monitoring activity across eight IU Health primary care practices with an average decrease of 6.4 mmHg in systolic blood pressure and 4mmHg in diastolic blood pressure. A certain percentage of CHECK-IT enrollees are from iHEART ZIP codes. Also, 1,177 blood pressure screenings were conducted at barbershop settings, with about 73% of patrons identified as at risk (with readings above 130/80 mmHg). Of those at risk, 43% were unaware of their blood pressure risk prior to the screening. Patrons with return visits and screenings at the barbershop did see a reduction in their blood pressure.
Schedule H, Part V, Section B, Line 11 Facility , 2	Facility , 2 - IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL (CONTINUED). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Ex, a new digital cessation app, and support from an Advance Practice Provider (APP) who evaluated and prescribed medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to primary care practices which helped to expand services. Cross-functional teams worked together, including the West Central Region TTSs for case conferencing and training. One focus in 2024 was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 73% of patients used NRT/medication to quit. 362 medication management sessions were scheduled compared to 263 in 2023. 75% of patients completed their appointment with the APP. In 2024, the team was trained to complete prior authorizations. The team focused on care continuation, care coordination (TTS/APP), scheduled patient follow-up appointments, and monitored adherence or complications. A focus on improving patient experience resulted in strong and consistent quit rates of 37% of active patients (increased from 33% in July 2024) and harm reduction (patients who reduced use of tobacco) of 61% (July 2022-December 2024). This was an increase from 56% in July. The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. There were 73 patients connected to Ex for additional nicotine cessation support. In 2024, CTTP received 1,767 referrals which is an all-time high for the program, scheduled 47% of them and completed at least one session with 67% of those scheduled. Additionally, 70% of patients seen completed two or more sessions. Over the program's life, CTTP has received 3,921 patient referrals (this information cannot be separated by hospital or region at this time). * Supported community-based organizations that help community members quit smoking. In 2024, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS). * Monitored state tobacco related policies. The IU Health Office of Government and External Affairs monitored state tobacco related policies introduced in the 2024 session of the Indiana General Assembly though significant progress was not made with legislation. Social Determinants of Health * Implemented Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). In 2024, IU medical social workers identified patients' needs and legal issues to make referrals to the MLP. A total of 96 referrals, 66 intakes were completed, and 52 cases closed. A total 2,002 hours were dedicated to the MLP. Guardianship and public benefits were top legal issues, and other issues included housing, divorce/legal separation/annulment, domestic violence and advance directives. IU Health also participated in a free legal clinic. Multiple IU Health staff participated in the planning and training of two events in Indianapolis and one event in Bloomington. Staff dedicated 136 hours to assisting over 10 people. * Launched the Mosaic Center for Work, Life and Learning as part of the Health District Initiative. The Mosaic Center for Work, Life + Learning engaged more than 563 individuals in a wide range of programs and services including integrated coaching, the IU Health High School Fellowship and Medical Assistant Certification Programs, and a series of workshops/webinars on topics related to workforce readiness and financial stability. The Center enrolled 68 individuals in our full suite of services, helping members to achieve 45 job placements. An additional 56 accessed barrier-buster funds, including three new homeowners. The team designed and launched a new certification program for Registration Specialists where they become Certified Medical Administrative Assistants upon successful completion, cultivating a new pipeline of qualified individuals entering the workforce. Over the past period, we continued to strengthen internal partnerships across the IU Health system. Connection and collaboration were focused on the Real Estate, Design and Construction division of IU Health as we continued plans and preparations for the new physical space in the Indy Health District. * Hosted the Crispus Attucks Career Development Program as part of the Health District Initiative. The IU Health High School Fellowship (previously the Crispus Attucks Career Development Program), a program of the Mosaic Center, concluded the year with ninety-six (96) high school fellows from Crispus Attucks High School continuing to progress through the program curriculum and experiences. In 2024, the program welcomed 35 new freshmen and graduated its first cohort of 17 students. Graduated fellows earned MA certifications in the spring and have transitioned to full-time employment, enrollment, or enlistment. Forty-six (46) students participated in internships during the summer and 19 seniors received CNA certifications. * Supported affordable housing initiatives as part of the Health District Initiative. IU Health invested staff time (through education, advocacy, and strategic partnerships) and financial resources in organizational support to the Indy Health District, Inc. (IHD). The IHD is designed to steward the overall mission and vision of the district - including the strategic investments aimed at addressing the life expectancy discrepancy of district residents, including housing. * Supported community-based organizations helping community members who are food insecure. In 2024, the community benefit grant program awarded funding to community-based organizations including Brightwood Community Center, Gleaners, The Emerging Pearls Foundation, and Marion County Public Health Department, to provide food to individuals and families. All these organizations provide services to children or adults who are experiencing food insecurity. * Screened and connected patients to resources that address social needs. The patient risk assessment tool, Protocol for Responding to and Assessing Patients' Assets, Risks, and Experiences (PRAPARE), is now in 70 primary care practices across the state (eight (8) of which are in Marion County). PRAPARE targets 18+ year old Medicaid, dual-eligible Medicare/Medicaid, and uninsured IU Health patients. IU Health is committed to prioritizing social needs screening in both the inpatient and the outpatient spaces. The PRAPARE screener helps IU Health team members identify patients' social needs, at which point the patients are oftentimes connected to the IU Health's iuhealth/findhelp.com platform. To date in 2024, there have been over 1,200 patient/community users in Marion County who completed 3,448 searches for resources. Also, over 2,400 IU Health team member users in Marion County completed almost 18,809 searches. The top needs researched on IU Health's iuhealth/findhelp.com by all searchers were food pantry, help pay for utilities, help pay for housing, help find housing, and food delivery. * Launched Integrated Social Work Initiative in IU Health clinical settings. Virtual Integrated Social Work (VISW) 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 and coordinators is skilled in assessing and identifying social determinants of health (SDOH), providing resources, and making recommendations unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care and pediatric primary care practices throughout the system. The SDOH screener PRAPARE is live in 73 primary care practices. ISW Social Determinants of Health Coordinators provides resources and support to patients with urgent needs identified in the screener. There was a total of 7,715 referrals in 2024. Of those referrals, 5,405 referrals made to ISW included patients seen at IU Health Methodist and IU Health University Hospitals.
Schedule H, Part V, Section B, Line 11 Facility , 3	Facility , 3 - IU HEALTH METHODIST HOSPITAL AND IU HEALTH UNIVERSITY HOSPITAL (CONTINUED). * Further implemented the Congregation Care Network (CCN) (a program that connected patients to a congregation and community volunteers to provide companionship and other resources). In 2024, CCN expanded across all the IU Health regions: East, South, West, and Metro. CCN trained 160 new connectors in companionship from our participating congregations in 2024. These connectors provide needed companionship and a listening ear to socially isolated and lonely patients. In 2024, the program expanded congregations to 40 congregations across the IU Health service area. In 2024, the program enrolled 388 patients in CCN. This included 182 patients from the metro region, 97 patients from the east region, 37 patients from the west region, and 72 patients from the south region. Of the patients who completed CCN, 89% reported an increased social connection after completing CCN. * Advanced community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2024 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 in 2024 to impact Marion County: Edna Martin Christian Center, Englewood Community Development Corporation, Indy Public Safety Foundation, Peace Learning Center, and Phalen Learning Center. The awards focused on social integration and community engagement, neighborhoods safety, and improving support systems in the community. * Collaborated with community-based organizations to complete employee volunteer service projects that addressed CHNA-defined health priorities. With 463 volunteers and 32 unique projects to choose from, team members tracked around 1,300 hours and worked with eight community organizations in Central Indiana. The projects focused on priority community health needs, including social determinants of health (e.g., food insecurity and healthy eating), access to healthcare services, and behavioral health. IU Health Methodist Hospital and IU Health University Hospital - Significant Needs Not Addressed IU Health Methodist Hospital and IU Health University Hospital did not address the following significant needs between 2022 and 2024: health education and navigation and maternal 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 perceived this health need as addressed under many initiatives in Access to Healthcare Services. IU Health Methodist Hospital would 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. Therefore, this particular health need has been addressed exclusively by Riley Hospital for Children at IU Health.
Schedule H, Part V, Section B, Line 11 Facility , 4	Facility , 4 - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH. Riley Hospital for Children at IU Health - Needs Addressed Below is a summary of the hospital's 2022-2024 implementation strategy by significance and its respective initiative(s). Riley Hospital for Children at IU Health has addressed 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 * Provided vaccine clinics in relevant communities lacking access. In 2024, Riley Children's Health hosted three vaccine clinics at the Children's Museum of Indianapolis administering COVID-19 and influenza vaccines. A total of 231 vaccines were provided to community members. In 2024, IU Health's Community Outreach and Engagement (COE) department participated in 319 community events, which included activations at local barbershops, churches, food pantries and other community organizations. Through those events, the team administered 2,150 screenings for social needs, more than 2,700 blood pressure screenings, nearly 300 cholesterol screenings, 124 flu vaccines and 104 COVID-19 vaccines. * Supported community members accessing healthcare services regardless of their ability to pay. The hospital provides financial assistance to patients each year that includes discounts, full charity, and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They assisted patients and families with information and helped them with applications for various health coverage programs. In 2024, the counselors served 1,141 people at Riley Hospital for Children. * Supported community-based organizations that help children and families with lower incomes access healthcare services. In 2024, the community benefit grant program provided funding to Gennesaret Free Clinic to provide access to healthcare services. Additional funding went to The Links, Inc., First Baptist Church, New Direction Church, Keeping Pace, Indianapolis Urban League, Free Press Indiana and the Indianapolis Recorder to provide health education to community members in Marion County. These organizations provided support to children or adults who are lacking healthcare resources. Behavioral Health * Further developed and implemented Behavioral Health services into varied clinical settings. Riley Children's Health, in collaboration with The Indiana Mental Health Roundtable, hosted The Indiana Mental Health Roundtable Summit in June 2024, with over 450 legislators, community and business leaders, educators and youth workers in attendance. The summit focused on youth mental health and the crisis impacting Indiana's youth. Riley Hospital for Children at IU Health and IU Health leadership presented to the Indiana Behavioral Health Commission on children's behavioral health reimbursement model funding gaps. Leadership has supported the importance of the "Playbook for Enhancing Indiana's Mental and Behavioral Health Workforce enhancing the behavioral health workforce. Internally, to recognize Mental Health Awareness month, the behavioral health team hosted 43 multiple days in the Riley lobby where caregivers were able to identify why mental health matters to them. Riley Hospital for Children at IU Health continued to enhance its inpatient unit to support the ability to take more acute youth. Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. VIBH provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 888 visits included patients seeking care at IU Health Methodist and Riley emergency departments and IU Health physician's ambulatory clinics. Chronic Disease and Chronic Disease Management * Continued to support Jump IN for Healthy Kids (a community wide, multi-sector effort to give children and families opportunities to make healthy choices). In 2024, the organization did not receive a community benefit grant because funding was allocated to other outreach initiatives and CHNA priorities. Maternal and Infant Health and Child Well-being * Contributed leadership and expertise to maternal, child and fetal mortality review committees in Marion County and the state. In 2024, there were team members who participated in the Indianapolis Health Babies Fetal Infant Mortality Review Program. In 2024, about seven team members participated in Indiana's Perinatal Quality Improvement Collaborative's task forces and subcommittees, which met a total of 57 times in 2024. Some team members participated in multiple task forces. * Continued and expanded home-monitoring program for pediatric patients and families. In 2024, the Riley pediatric cardiology home monitoring program for high-risk infants monitored between 18 to 24 patients at any given time. Quality improvement is always an element of the program to improve quality of life for patients and their families. The program used Riley Children's Foundation funds to provide families with Walmart gift cards before discharge as well as a complementary diaper backpack. * Implemented We Care Plus (a program that connected women and new mothers to resources to address social needs and maternal health). Since the launch in August 2021, 1,018 patients have enrolled in the WeCare program and benefited from education, resources, emotional support, and improved health outcomes. The most frequently distributed supplies included diapers, clothing (for mom and baby), and formula. By the end of 2024, 526 babies were born to women who enrolled pregnant. Since WeCare launched in August 2021, patients have reported decreased tobacco use, improved mental health, and higher rates of breastfeeding at discharge. * Implemented Cradle Indy (collaborative effort between partners working across sectors to reduce infant mortality). Cradle Indy is an initiative focused on reducing the infant mortality rate by helping Marion County babies reach their first birthdays. It is dedicated to empowering parents and honoring those with lived experiences of infant mortality. Cradle Indy has developed a strategy to help Indianapolis have the healthiest moms, babies, and communities. In 2024, time was spent working on the operationalization of the strategy, identifying future leadership for the initiative, and engaging partners in the community. Funding from the office of Congressman Andre Carson was distributed as grants to HealthNet, Jane Pauley Community Health Center, Shepherd Community Center, and Fathers and Families as part of the Cradle Indy initiative. * Maintained Level IV in the Indiana Department of Health Indiana Perinatal Levels of Care Program. The Indiana Department of Health certified Riley Hospital for Children at OB Level IV and Neo IV. In 2024, Riley provided on-site visits to each affiliate hospital, four webinars offering continuing education credits, two Spinning Babies workshops at no cost to affiliate hospitals, outreach simulation offered to affiliate hospitals at no cost, free courses, sponsored several events, presented multiple case studies, and participated in an Indiana Department of Health validation study and other support services as necessary to 13 affiliate delivering hospitals. Over 650 hours of outreach/simulation education was provided to 2,208 learners in multiple hospitals. * Maintained the Pediatric Community Outreach Mobile Education (PCOME) team and enhanced its efforts to support community hospitals' emergency readiness to treat ill and injured children. 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 210 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 a mechanism to sustain this work and expand it further.
Schedule H, Part V, Section B, Line 11 Facility , 5	Facility , 5 - RILEY HOSPITAL FOR CHILDREN AT IU HEALTH (CONTINUED). Smoking, Tobacco Use and Exposure to Secondhand Smoke * Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Ex, a new digital cessation app, and support from an Advance Practice Provider (APP) who evaluated and prescribed medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to primary care practices which helped to expand services. Cross-functional teams worked together, including the West Central Region TTSs for case conferencing and training. One focus in 2024 was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 73% of patients used NRT/medication to quit. 362 medication management sessions were scheduled compared to 263 in 2023. 75% of patients completed their appointment with the APP. In 2024, the team was trained to complete prior authorizations. The team focused on care continuation, care coordination (TTS/APP), scheduled patient follow-up appointments, and monitored adherence or complications. A focus on improving patient experience resulted in strong and consistent quit rates of 37% of active patients (increased from 33% in July 2024) and harm reduction (patients who reduced use of tobacco) of 61% (July 2022-December 2024). This is an increase from 56% in July. The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. There were 73 patients connected to Ex for additional nicotine cessation support. In 2024, CTTP received 1,767 referrals which is an all-time high for the program, scheduled 47% of them and completed at least one session with 67% of those scheduled. Additionally, 70% of patients seen completed two or more sessions. Over the program's life, CTTP has received 3,921 patient referrals (this information cannot be separated by hospital or region at this time). * Supported community-based organizations that help youth quit smoking. In 2024, the community benefit grant program provided funding to the IU Health Simon Cancer Center to support the Rethink Tobacco Indiana initiative including training for Tobacco Treatment Specialists (TTS) who have previously represented community-based organizations serving children and their families. Social Determinants of Health * Implemented Medical-Legal Partnership (MLP) (collaborative intervention between hospital and legal aid professionals to assist patients and their families). The MLP received referrals from IU MLP IU-Riley. The MLP completed intake interviews and opened new cases. Of the cases that were worked on in 2024, the case types included: public housing; social security disability; private landlord/tenant; Supplemental Security Income; unemployment compensation; child support; minor guardianship; family; and public benefits. In 2024, multiple cases were closed. * Maintained the Medical Physician Engineers, Scientists, and Clinicians Preparatory program (MPESC-Prep). This program seeks to increase the physician-scientist workforce by recruiting 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. * Supported community-based organizations, including the on-site Riley Food Pantry, to help patients and other community members who are food insecure. The Riley Food Pantry was discontinued as other means were explored to offer food to patients and families. In 2024, the community benefit grant program awarded funding to community-based organizations including Ivy Endowment, The Milk Bank, and Gleaners to provide food to individuals and families. * Launched Integrated Social Work Initiative in IU Health clinical settings. Virtual Integrated Social Work (VISW) assisted 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 and coordinators is skilled in assessing and identifying social determinants of health (SDOH), providing resources, and making recommendations unique to the patient and their circumstances. ISW provides urgent medical social work services through an iPad cart to all primary care and pediatric primary care practices throughout the system. The SDOH screener PRAPARE is live in 73 primary care practices. ISW Social Determinants of Health Coordinators provides resources and support to patients with urgent needs identified in the screener. There was a total of 7,715 referrals in 2024. Of those referrals, 5,405 referrals made to ISW included patients seen at Riley Children's Health and Riley primary care practices. * Advanced community collaborations and interventions with support from the IU Health Foundation Community Impact Investment Fund (CII). Information about the 2024 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 in 2024 to impact Marion County: Edna Martin Christian Center, Englewood Community Development Corporation, Indy Public Safety Foundation, Peace Learning Center, and Phalen Learning Center. The awards focused on social integration and community engagement, neighborhoods safety, and improving support systems in the community. The Peace Learning Center's project has a specific focus on diverting youth away from the juvenile justice system. * Collaborated with community-based organizations to complete employee volunteer service projects that address CHNA-defined health priorities. With 463 volunteers and 32 unique projects to choose from, team members tracked around 1,300 hours and worked with eight community organizations in Central Indiana. The projects focused on priority community health needs including social determinants of health (including food insecurity and healthy eating), access to healthcare services, and behavioral health. Riley Hospital for Children at IU Health - Needs Not Addressed Riley Hospital for Children at IU Health did not address 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 connect 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 addressed under many initiatives in Access to Healthcare Services. Riley Hospital for Children at IU Health would 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 , 6	Facility , 6 - IU HEALTH SAXONY HOSPITAL. IU Health Saxony Hospital - Needs Addressed Below is a summary of the hospital's 2022-2024 implementation strategy by significant need and its respective initiative(s). IU Health Saxony Hospital addressed 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 * Supported the Trinity Free Clinic (free medical clinic that provided healthcare services to uninsured and low-income individuals in the community). - In 2024, IU Health Saxony Hospital provided a grant to Trinity Free Clinic to support their Bridging the Gap Program that trains individuals to obtain meaningful careers in healthcare. The funding was used to purchase materials necessary for the program, including EKG simulators, blood pressure training arms, classroom technology, laptop carts, stethoscopes and student workstations. Over 40 individuals were projected to complete the training and will simultaneously assist with the 10,000 patient visits that Trinity Free Clinic encounters each year. * Supported Heart & Soul Clinic's operations (free medical clinic provided healthcare services to uninsured and low-income individuals in the community). - IU Health Saxony Hospital provided a grant to support Heart & Soul Clinic's language barrier reduction program to improve communication and accessibility for patients with limited English proficiency. The funding was used to retain bilingual staff members, fund Language Line software and implement Lexmark Translation Services. As a result, 565 patients received language services in 2024. * Supported community members accessing healthcare services regardless of their ability to pay. - IU Health Saxony Hospital provided financial assistance to patients each year that includes discounts, full charity and personal hardship reductions. IU Health Patient Financial Counselors are certified Indiana Navigators. They can assist patients and families with information and help them with applications for various health coverage programs. In 2024, the financial counselors had 37 encounters with community members at IU Health Saxony Hospital. * Provided vaccine clinics in the community. - In 2024, IU Health Saxony Hospital community outreach and clinical staff hosted six flu vaccine clinics in Hamilton County, resulting in over 250 vaccines. Aging Population and Needs of Seniors Supported the Shepherd's Center of Hamilton County's (SCHC) geriatric counseling program (offered virtual, outpatient and home-based therapy to improve mental well-being among seniors). - In 2024, IU Health Saxony Hospital provided funding to expand the number of counseling sessions offered by 30 percent, which equates to 250 additional free sessions for seniors and older adults. Additionally, IU Health Saxony Hospital team members assembled 100 care packages that were donated to SCHC's program clients during their holiday assistance deliveries, and provided blood pressure screenings, as well as health education, at SCHC's Together Today gatherings. Offered programming at the PrimeLife Enrichment (PLE) senior center. - IU Health clinicians and health professionals led four presentations at PLE to increase health knowledge among seniors and older adults. Presentation topics included heart health, geriatrics, hypertension, stroke and gastroenterology. 100 percent of attendees who completed post-program surveys reported an increase in knowledge after the presentations. In addition, a blood pressure screening event and a flu vaccine clinic were hosted at PLE, resulting in 61 vaccinations and four individuals screened for hypertension. IU Health Saxony Hospital also provided a grant to expand PLE's transportation program for seniors who cannot drive, which increased the number of rides given to an average of 1,300 rides per month in 2024. Behavioral Health Supported Indiana Center for prevention of Youth Abuse and Suicide (ICPYAS). - IU Health Saxony Hospital did not provide support to ICPYAS in 2024. The partnership was transferred to a different IU Health hospital, which has a community definition that is more aligned with ICPYAS' target population. Supported Hamilton County organizations that provided services for residents who are victims of crime, abuse, and trauma or experience general behavioral health challenges. -In 2024, IU Health Saxony Hospital supported A Healthier Hamilton County: Systems of Care, which is a partnership of local health agencies that implement strategies to improve the health and wellbeing of Hamilton County residents, with a focus on behavioral health. IU Health Saxony Hospital staff participated in the group's monthly consortium meetings to discuss behavioral health concerns in the county and devise solutions. Support was also provided for A Healthier Hamilton County's community event, including a teen and youth event that educated challenged adolescents about how to prepare for their future and careers. Further implemented the Virtual Care Peer Recovery Coaching Program (provided patients who have substance use concerns with virtual behavioral health services). The Virtual Peer Recovery Coach program was discontinued in February 2023 as IU Health continued to assess and evolve its behavioral health services based on the needs of patients and the communities it serves. Since 2018, this program had served 15 IU Health and two non-IU Health emergency department patients who struggled with substance use disorder through support to aid in recovery. IU Health continues to serve patients with a need for this service through the Virtual Behavioral Health team. Further implemented the emergency department (ED) virtual care program (provided patients virtual access to behavioral health services). Virtual Integrated Behavioral Health (VIBH) expanded behavioral health access to patients and providers across the state. VIBH provided urgent psychiatric assessment for patients experiencing behavioral health crises, such as suicidal ideation, homicidal ideation, psychosis, and substance abuse disorders. A team of behavioral health professionals provided consultation through iPad carts located in emergency departments, urgent care, and ambulatory care locations. VIBH also provided brief behavioral health therapy and consultation for medication management to primary care patients aged 18 and older experiencing depression, anxiety, and other mood disorders. A team of behavioral health professionals provided problem solving treatment, cognitive behavioral therapy, and other evidence-based interventions. In 2024, there were over 10,000 visits, of which 161 visits included patients seeking care at the hospital.
Schedule H, Part V, Section B, Line 11 Facility , 7	Facility , 7 - IU HEALTH SAXONY HOSPITAL (CONTINUED). Chronic Disease and Chronic Disease Management Implemented Fresh & Fit (a free 10-week fitness and nutrition program to improve overall physical and mental health). - In 2024, 32 Hamilton County community members completed the Fresh & Fit program free-of-cost. The participants received daily workouts and motivation, a nutrition plan, fitness equipment and an at-home blood pressure monitor to track their blood pressure measurements. Between the pre-program and post-program health screenings, 69 percent of participants reduced their blood pressure levels, and 72 percent lowered their cholesterol. A total of 202.4 pounds (average of 8 pounds per person) were lost among participants between pre-program and post-program. On post-program assessments, 100 percent of participants reported that they plan to continue implementing healthy habits after program completion by maintaining a fitness and nutrition regimen into the future. Supported Mudsock Youth Athletics (local community-based organization that provided out-of-school recreational opportunities for youth). - In 2024, IU Health Saxony Hospital 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 Hospital staff assembled over 700 first-aid kits that were donated to Mudsock Youth Athletics' coaches to ensure safety at sporting events and practices. In 2024, IU Health Saxony Hospital provided a grant to the Indiana Women in Need Foundation's Survivor Support program, which allocates financial assistance to low-income individuals undergoing cancer treatment. As a result of the 2024 funding, 15 individuals living with breast cancer received assistance and reported that the support relieved anxiety and allowed them to remain engaged in their treatment. Smoking, Tobacco Use and Exposure to Secondhand Smoke Supported the Tobacco Free Hamilton County Alliance (TFHC). - In 2024, IU Health Saxony Hospital supported Breathe Easy Hamilton County and the Tobacco Free Hamilton County Alliance by serving on a monthly committee aimed at developing solutions to reduce smoking, vaping and tobacco use in Hamilton County. IU Health Saxony Hospital supported Breathe Easy Hamilton County events for adults and youth to educate about smoking, vaping and tobacco use and the associated harms. Further implemented the Centralized Tobacco Treatment Program (CTTP) (provided patients access to evidence-based tobacco treatment). The CTTP program is free to IU Health Primary Care patients. Once a patient's level of care is assessed, they are provided with evidence-based tobacco cessation treatment with a trained Tobacco Treatment Specialist (TTSs). Patients had access to Ex, a new digital cessation app, and support from an Advance Practice Provider (APP) who evaluated and prescribed medication assisted therapy (MAT) for nicotine replacement. Education and support were provided to primary care practices which helped to expand services. Cross-functional teams worked together, including the West Central Region TTSs for case conferencing and training. One focus in 2024 was on improving access and patient experience with medication management. CTTP improved patient tobacco treatment medication support by integrating systems and processes with a dedicated APP resource. They improved documentation to accurately report MAT, demonstrating 73% of patients used NRT/medication to quit. There were 362 medication management sessions scheduled compared to 263 in 2023. Seventy-five percent of patients completed their appointment with the APP. In 2024, the team trained to complete prior authorizations. The team focused on care continuation, care coordination (TTS/APP), scheduled patient follow-up appointments, and monitored adherence or complications. A focus on improving patient experience resulted in strong and consistent quit rates of 37% of active patients (increased from 33% in July 2024) and harm reduction (patients who reduced use of tobacco) of 61% (July 2022-December 2024). This is an increase from 56% in July. The team received frequent testimonials of lives changed and gratitude for a supportive, compassionate partner. There were 73 patients connected to Ex for additional nicotine cessation support. In 2024, CTTP received 1,767 referrals which is an all-time high for the program, scheduled 47% of them and completed at least one session with 67% of those scheduled. Additionally, 70% of patients seen completed two or more sessions. Over the program's life, CTTP has received 3,921 patient referrals (this information is not available by hospital or region currently). Social Determinants of Health Supported Aspire Indiana Health (provided primary medical and behavioral healthcare and addressed non-medical barriers to health). - In 2024, IU Health Saxony Hospital provided funding to support Aspire Indiana Health's social determinants of health barrier program that aids individuals in Hamilton County who experience challenges with non-clinical needs, such as housing and employment. Over 50 individuals received social determinants of health assistance through the program. Supported access to healthy food and basic sustenance for families who are low-income and struggling to meet basic needs. - In 2024, IU Health Saxony Hospital provided a grant to Teter Organic Farm to address the increasing need for produce for food insecure individuals in Hamilton County. The funding purchased materials to increase production and extend the growing season by implementing technology that allows for food production in extreme temperatures. As a result, over 2,500 individuals in need received fresh produce, free of cost. IU Health Saxony Hospital - Needs Not Addressed IU Health Saxony Hospital did not address 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 refers to services and resources that are available in the community, but people do not know how to connect 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 perceived this health need as addressed under many initiatives that fall under the significant needs that the hospital is currently addressing. IU Health Saxony Hospital would 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 currently 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 different IU Health hospitalS in the same county.
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. Financial Assistance due to Financial Hardship A. To be eligible for Financial Assistance due to financial Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and B. If Uninsured, consult with a member of IU Health's Financial Counseling 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. C. Financial Assistance due to financial Hardship is only available for Qualifying Care, as defined in this Policy. D. 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. 2. Financial Assistance due to Personal Hardship A. In order to be eligible for Financial Assistance due to personal Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and c. If Uninsured, consult with a member of IU Health's Financial Counseling 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. B. An Uninsured or Underinsured patient or their guarantor may be eligible for Financial Assistance if the Household's outstanding Patient Responsibility exceeds 5% of the patient's or their guarantor's annual household income. C. If approved, the Household's balance will be reduced to 5% of the patient or guarantor's annual household income. 3. Eligibility Period A. If approved for Financial Assistance by IU Health under Sections IV.E-F, 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. B. As a condition of extending the ongoing Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 4. Appeals and Assistance Granted By the Financial Assistance Committee A. 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 request must be submitted, along with any additional information or requested supporting documentation, if applicable. B. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: a. 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; b. Care approved by an IU Health Chief Medical Officer (CMO), Chief Executive Officer (CEO) or Chief Financial Off icer (CFO) of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; c. Care provided when it is known no payment source exists; d. Care provided, due to medical urgency, for which a payer denies payment; e. International humanitarian aid; and f. Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. C. All decisions of the Financial Assistance Committee are final. 5. Presumptive Eligibility A. A Financial Assistance Application is not required to receive Financial Assistance under this Presumptive Eligibility section. B. 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 the patient received Qualifying Care, as defined in this Policy. a. Medicaid (any state) b. Indiana Children's Special Health Care Services c. Healthy Indiana Plan d. Patients who are awarded Hospital Presumptive Eligibility (PE) e. Patients approved for the Eskenazi Health Advantage program f. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. C. 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. a. IU Health may also periodically conduct a similar review on patient balances not placed with a collection agency, and presumptively quality patients for Financial Assistance. D. 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. 6. Exhaustion of Alternate Sources of Assistance A. Patients may be required to exhaust all other state and federal healthcare coverage assistance programs prior to receiving Financial Assistance due to financial or personal Hardship under this Policy including, but not limited to, Medicaid. B. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. a. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. b. IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. C. 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. D. 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. 7. Patient Assets A. 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. B. 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) 2024

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

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Schedule H, Part V, Section A LINE 1 - NAME, ADDRESS, AND WEBSITE	IU HEALTH OPERATES SEVERAL HOSPITAL LOCATIONS UNDER A SINGLE HOSPITAL LICENSE ISSUED BY THE INDIANA STATE DEPARTMENT OF HEALTH. THE NAMES, ADDRESSES, AND PRIMARY WEBSITE ADDRESSES FOR EACH OF THESE LOCATIONS ARE AS FOLLOWS: IU HEALTH METHODIST HOSPITAL 1701 N. SENATE BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-METHODIST-HOSPITAL IU HEALTH UNIVERSITY HOSPITAL 550 UNIVERSITY BLVD. INDIANAPOLIS, IN 46202 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-UNIVERSITY-HOSPITAL RILEY HOSPITAL FOR CHILDREN AT IU HEALTH 705 RILEY HOSPITAL DR. INDIANAPOLIS, IN 46202 HTTPS://WWW.RILEYCHILDRENS.ORG/ IU HEALTH METHODIST HOSPITAL, IU HEALTH UNIVERSITY HOSPITAL, AND RILEY HOSPITAL FOR CHILDREN AT IU HEALTH ARE COLLECTIVELY REFERRED TO AS THE IU HEALTH ACADEMIC HEALTH CENTER. IU HEALTH SAXONY HOSPITAL 13000 E. 136TH ST. FISHERS, IN 46037 HTTPS://IUHEALTH.ORG/FIND-LOCATIONS/IU-HEALTH-SAXONY-HOSPITAL
Schedule H, Part I, Line 7c TOTAL COMMUNITY BENEFIT EXPENSE	SCHEDULE H, PART I, LINE 7, COLUMN (F), PERCENT OF TOTAL EXPENSE, IS BASED ON COLUMN (E) NET COMMUNITY BENEFIT EXPENSE. THE PERCENT OF TOTAL EXPENSE BASED ON COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE, WHICH EXCLUDES DIRECT OFFSETTING REVENUE, IS 33.73%.
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 $8,338,360. 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, engage and educate the community on specific health topics, and advance public health. Additionally, IU Health team members participate in local coalitions such as the Top 10 Coalition to share resources and information as well as improve community and partner capacity to address health needs and advance health equity in the community. Community support: IU Health supports organizations that provide additional community support. A financial gift was made to the Indianapolis Foundation's endowment fund for current and future efforts of the Foundation in Indianapolis (the community served by IU Health Inc. hospitals). The Indianapolis Foundation's mission, values and strategic plan aligns with the those of IU Health Methodist, University and Riley hospitals, including Healthy Communities priorities. Its approach and purpose is to carry out community benefit activities and programs that seek to create equitable outcomes for 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. Financial Assistance due to Financial Hardship A. To be eligible for Financial Assistance due to financial Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and B. If Uninsured, consult with a member of IU Health's Financial Counseling 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. C. Financial Assistance due to financial Hardship is only available for Qualifying Care, as defined in this Policy. D. 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. 2. Financial Assistance due to Personal Hardship A. In order to be eligible for Financial Assistance due to personal Hardship under this Policy, a patient or guarantor must: a. Submit a completed Financial Assistance Application with all supporting documentation and be approved in accordance with this Policy; b. Be an Indiana Resident as defined in this Policy; and c. If Uninsured, consult with a member of IU Health's Financial Counseling 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. B. An Uninsured or Underinsured patient or their guarantor may be eligible for Financial Assistance if the Household's outstanding Patient Responsibility exceeds 5% of the patient's or their guarantor's annual household income. C. If approved, the Household's balance will be reduced to 5% of the patient or guarantor's annual household income. 3. Eligibility Period A. If approved for Financial Assistance by IU Health under Sections IV.E-F, 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. B. As a condition of extending the ongoing Financial Assistance, the patient must comply with requests from IU Health to verify that the patient continues to meet the conditions for qualification. 4. Appeals and Assistance Granted By the Financial Assistance Committee A. 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 request must be submitted, along with any additional information or requested supporting documentation, if applicable. B. The Financial Assistance Committee will review requests for and may grant additional Financial Assistance, including but not limited to, the following: a. 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; b. Care approved by an IU Health Chief Medical Officer (CMO), Chief Executive Officer (CEO) or Chief Financial Off icer (CFO) of an IU Health facility or region, including medically necessary non-elective services for which no payment source can be identified; c. Care provided when it is known no payment source exists; d. Care provided, due to medical urgency, for which a payer denies payment; e. International humanitarian aid; and f. Other care identified by the Financial Assistance Committee that fulfills the IU Health Mission. C. All decisions of the Financial Assistance Committee are final. 5. Presumptive Eligibility A. A Financial Assistance Application is not required to receive Financial Assistance under this Presumptive Eligibility section. B. 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 the patient received Qualifying Care, as defined in this Policy. a. Medicaid (any state) b. Indiana Children's Special Health Care Services c. Healthy Indiana Plan d. Patients who are awarded Hospital Presumptive Eligibility (PE) e. Patients approved for the Eskenazi Health Advantage program f. A state and/or federal program that verifies the patient or guarantor's gross household income meets the FPL income threshold. C. 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. a. IU Health may also periodically conduct a similar review on patient balances not placed with a collection agency, and presumptively quality patients for Financial Assistance. D. 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. 6. Exhaustion of Alternate Sources of Assistance A. Patients may be required to exhaust all other state and federal healthcare coverage assistance programs prior to receiving Financial Assistance due to financial or personal Hardship under this Policy including, but not limited to, Medicaid. B. Patients who may be eligible for coverage under an applicable health insurance policy must exhaust all insurance benefits. a. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. b. IU Health may request patients show proof that such a claim was properly submitted to the appropriate insurance provider before awarding Financial Assistance. C. 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. D. 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. 7. Patient Assets A. 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. B. 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	2919862
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. Qualifying 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 5% of annual household income or Amounts Generally Billed, whichever is less. Since the Indiana 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 $201,699,000 and $95,909,000 in 2024 and 2023, 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 2024, the most recent data available, MARION COUNTY'S POPULATION WAS 981,628 AND 51.6% WERE FEMALE. 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 2024, the most recent data available, HAMILTON COUNTY'S POPULATION WAS 379,704. JUST OVER HALF, 50.7%, WERE FEMALE AND 49.3% WERE MALE.
Schedule H, Part VI, Line 5 Promotion of community health	IU Health's Board of Directors are mostly comprised of independent community members who reside in IU Health's primary service areas. IU Health extends medical staff membership and clinical privileges to medical and allied health providers who meet the credentialing qualifications as well as any additional standards and rules set forth by its Board for medical staff appointment (in accordance with Indiana state law). Information on privileging and credentialing, including applying for membership, for IU Health can be accessed on the IU Health website. A nondiscrimination clause is explicitly stated in IU Health credentialing process. 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 is building a new hospital in downtown Indianapolis (Marion County) to combine adult services into one location with inpatient and observation beds, a full-service outpatient center and a medical education building and on-site faculty offices. This new facility will consolidate IU Health Methodist and IU Health University Hospital(s). The hospital's development includes the Indy Health District to support the health and well-being of the community around the new hospital that has experienced the reduction, and even elimination, of social and economic resources that impact health. Strategies will include efforts to increase access to affordable housing, quality education, healthcare workforce development, and safe neighborhoods. More information on the Indy Health District can be found at https://indyhealthdistrict.org/.
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 six regions that serve communities in Northwest, Northeast, Central and Southern Indiana. The 15 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 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 partners, conducted, and adopted its own community health needs assessment (CHNA) and implementation strategy. IU Health considered 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 initiatives as well as system-level strategies. 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 (IU Health Arnett and IU Health Ball) 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 received training in affiliate hospitals. Research conducted by IU School of Medicine faculty gave 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 partnered 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 identified and addressed significant needs unique to the communities they serve. However, some needs were common in communities served by multiple or all affiliate hospitals in the healthcare system and aligned with system priority areas, warranting a system-level strategy. The Community Health Division, along with additional internal partners such as the Office of Health Excellence Research and Engagement (HERE) and the IU Health Foundation, planed and provided technical assistance for system-level strategies that addressed these common needs including tobacco and nicotine cessation, infant and maternal health, hypertension, and social determinants of health. For example, the Community Health Division has launched a community health worker initiative throughout the system in outpatient and inpatient sites that did community outreach as part of the WeCare and iHEART initiatives. Each affiliate hospital collaborated with the Community Health Division to align and activate local resources to support local and system strategies. This benefits the community each affiliate hospital served and worked towards a statewide impact (system-level) on health outcomes. As part of the Community Health Division, the Community Outreach and Engagement Program's IU Health Serves initiative, a system-level team member volunteer program, sought to positively impact the health of communities IU Health affiliate hospitals serve and foster a culture of engagement and social responsibility. Each affiliate hospital coordinated the different initiatives of the program, including Days of Service. This was 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 $200 million Community Impact and Investment (CII) Fund was established in 2018 by IU Health to financially support high-impact community investing. The focus of these efforts addressed key social and environmental factors that impact different groups in the communities IU Health serves. Each affiliate hospital and its team members were eligible to pursue this grant opportunity with a community organization.
Schedule H, Part VI, Line 7 State filing of community benefit report	IN

Schedule H (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Schedule I
(Form 990)
(Rev. January 2025)

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 instructions and the latest information.

OMB No. 1545-0047

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 STREET 8 Indianapolis,IN46201	35-1813852	501(c)(3)	25,000				Community Benefit
(2) AMERICAN HEART ASSOCIATION 7272 Greenville Ave Dallas,TX75231	13-5613797	501(c)(3)	384,716				General Support
(3) Aspire Higher Foundation 1002 Udell St Indianapolis,IN46208	83-2261693	501(c)(3)	100,000				General Support
(4) Boys & Girls Clubs of Northeast Indiana 8392 MISSISSIPPI STREET 2nd floor Merrillville,IN46410	35-1778767	501(c)(3)	200,000				General Support
(5) Brightwood Community Center Inc 3130 EAST 30TH ST Indianapolis,IN46218	35-2291568	501(c)(3)	15,000				Community Benefit
(6) CENTER FOR INTERFAITH COOP INC 1100 W 42nd St Indianapolis,IN46208	27-5336996	501(c)(3)	167,750				General Support
(7) CHRISTIAN THEOLOGICAL SEMINARY 1000 W 42nd St Indianapolis,IN46208	35-1045939	501(c)(3)	25,000				General Support
(8) COBURN PLACE SAFEHAVEN II 604 E 38th Street Indianapolis,IN46205	37-1421922	501(c)(3)	6,098				General Support
(9) Community Action of Greater Indianapolis Inc 3266 N Meridian St Indianapolis,IN46208	35-6048441	501(c)(3)	525,000				General Support
(10) Community Alliance of the Far Eastside 615 N Alabama St STE 119 Indianapolis,IN46204	35-1793680	501(c)(3)	25,000				Community Benefit
(11) EARLY LEARNING INDIANA INC 1411 Roosevelt Ave Indianapolis,IN46201	35-0888763	501(c)(3)	217,395				General Support
(12) Emerging Pearls Foundation Inc 9165 Otis Ave Indianapolis,IN46216	26-1470770	501(c)(3)	15,000				General Support
(13) ERSKINE GREEN INSTITUTE 601 S High St Muncie,IN47305	46-3746158	501(c)(3)	162,500				General Support
(14) ESKENAZI HEALTH 720 Eskenazi Ave Indianapolis,IN46202	31-1132066	501(c)(3)	25,000				General Support
(15) Fathers and Families Center 2835 N Illinois Street Indianapolis,IN46208	35-2069047	501(c)(3)	250,000				General Support
(16) First Baptist Church in Indianapolis 8600 N College Ave Indianapolis,IN46240	35-1065808	501(c)(3)	25,000				General Support
(17) Free Press Indiana 1220 WATERWAY BLVD STE H295 Indianapolis,IN46202	92-2211924	501(c)(3)	25,000				General Support
(18) GENNESARET FREE CLINIC INC 615 N Alabama St Indianapolis,IN46204	35-1776518	501(c)(3)	30,000				Health Access
(19) GLEANERS FOOD BANK IN INC 3737 Waldemere Ave Indianapolis,IN46241	35-1483868	501(c)(3)	100,000	6,734	Fair Market Value	Various Food Items	Community Benefit
(20) Habitat for Humanity of Greater Indianapolis 3135 N MERIDIAN ST Indianapolis,IN46208	35-1715910	501(c)(3)	106,390				General Support
(21) HEALTHNET INC 3401 Raymond St Indianapolis,IN46203	35-1579827	501(c)(3)	650,000				General Support
(22) INDIANA LEGAL SERVICES INC 1200 Madison Ave Indianapolis,IN46225	35-6059654	501(c)(3)	50,000				General Support
(23) Indiana University 107 S Indiana Ave Bloomington,IN47405	35-6001673	Government entity	222,500				Research
(24) Indiana Youth Group Inc 3733 N Meridian St Ste 300 Indianapolis,IN46208	35-1760451	501(c)(3)	10,000				General Support
(25) INDIANAPOLIS RECORDER 2901 N TACOMA AVE Indianapolis,IN46218	35-0853913	Corporation	25,000				Community Benefit
(26) INDIANAPOLIS URBAN LEAGUE 777 Indiana Ave Indianapolis,IN46202	35-6060655	501(c)(3)	42,500				General Support
(27) Indy Health District Inc 212 W 10TH ST BLDG A Indianapolis,IN46204	99-3807385	501(c)(3)	40,000	6,906	Fair Market Value	Various Items	General Support
(28) Intend Indiana Inc 1704 BELLEFONTAINE ST Indianapolis,IN46256	35-1704590	501(c)(3)	750,000				General Support
(29) IVY ENDOWMENT INC PO BOX 88474 Indianapolis,IN46208	31-0962055	501(c)(3)	15,000				General Support
(30) IWU Accelerator Inc PO BOX 2900 Bloomington,IL61702	37-0662594	501(c)(3)	25,000				General Support
(31) Junior Achievement of Central Indiana Inc 8395 Keystone Xing Indianapolis,IN46204	35-1003695	501(c)(3)	20,000				General Support
(32) Keeping PACE 6731 CHAPEL XING Zionsville,IN46077	86-3779992	Corporation	50,000				Community Benefit
(33) LA PLAZA INC 8902 EAST 38TH STREET Indianapolis,IN46226	30-0029575	501(c)(3)	10,000				General Support
(34) Light of the World Christian Church 4646 Michigan Rd Indianapolis,IN46228	35-0899071	501(c)(3)	40,000				General Support
(35) Mackida Loveal & Trip Mentoring Outreach Center Inc 3811 N Emerson Ave Indianapolis,IN46226	46-4445305	501(c)(3)	30,000				General Support
(36) Martin University Inc 2186 NORTH SHERMAN DRIVE Indianapolis,IN46218	31-0970262	501(c)(3)	475,730				General Support
(37) National Coalition of 100 Black Women Indianapolis Chapter Inc 429 E Vermont St Ste 013 Indianapolis,IN46202	35-1906071	501(c)(3)	15,000				General Support
(38) New Direction Christian Church Inc 5330 E 38th Indianapolis,IN46218	35-1754899	501(c)(3)	25,000				General Support
(39) Outreach Inc 2416 EAST NEW YORK Indianapolis,IN46201	35-1989358	501(c)(3)	219,327				General Support
(40) Peace Learning Center Inc 6040 Delong Rd Indianapolis,IN46254	35-2067284	501(c)(3)	145,000				General Support
(41) REACH FOR YOUTH INC 3505 Washington Blvd Indianapolis,IN46205	23-7456842	501(c)(3)	20,000				General Support
(42) RecycleForce 816 N Sherman Drive Indianapolis,IN46201	14-1892402	501(c)(3)	1,000,000				General Support
(43) The Immigrant Welcome Center 2049 N Meridian St Indianapolis,IN46202	20-3222424	501(c)(3)	30,000				General Support
(44) The Links Inc Circle City IN Chapter 1300 E 86th St 116 Ste 14 Indianapolis,IN46240	35-1857011	501(c)(3)	15,000				General Support
(45) THE MILK BANK INC 8020 Castleway Drive Indianapolis,IN46250	20-1662573	501(c)(3)	25,000				General Support
(46) The St Joseph Community Health Foundation 347 W Berry St Fort Wayne,IN46802	31-1016570	501(c)(3)	302,000				General Support
(47) Trinity Haven Inc 3243 N Meridian St Indianapolis,IN46208	82-5358554	501(c)(3)	25,000				General Support
(48) The Indianapolis Foundation Inc 615 North Alabama Street Indianapolis,IN46204	45-4618430	501(c)(3)	50,000,000				General Support
(49) Groundwork Indy Inc 1107 Burdsal Parkway Indianapolis,IN46208	47-3863928	501(c)(3)	22,900				General Support
(50) INDIANAPOLIS PARKS FOUNDATION INC 3001 N WHITE RIVER PARKWAY W DR Indianapolis,IN46222	35-1860468	501(c)(3)	40,000				General Support
(51) Million Meal Movement Inc 9250 CORPORATION DR 300 Indianapolis,IN46256	20-8533217	501(c)(3)	40,000				General Support
(52) Mudsock Youth Athletics 12690 PROMISE RD Fishers,IN46038	35-1761615	501(c)(3)	11,000	24,220	Fair Market Value	First Aid Kits	General Support
(53) Shepherd's Center of Hamilton County 1250 CONNER STREET Noblesville,IN46060	31-1131854	501(c)(3)	12,500				General Support
(54) Trinity Free Clinic 1045 W 146TH ST B Carmel,IN46032	35-2120420	501(c)(3)	7,000				General Support

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

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

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

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

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

Return Reference	Explanation
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) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

Yes

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

Yes

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

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

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

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

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)	2,100,546 ------------- 0	1,822,571 ------------- 0	797,127 ------------- 0	939,516 ------------- 0	60,701 ------------- 0	5,720,461 ------------- 0	446,568 ------------- 0
2LARRY H STEVENS MD DIRECTOR	(i) (ii)	43,500 ------------- 486,039	0 ------------- 64,815	0 ------------- 102,792	0 ------------- 13,800	0 ------------- 30,500	43,500 ------------- 697,946	0 ------------- 0
3JENNIFER M ALVEY TREASURER/SVP & CFO	(i) (ii)	1,155,318 ------------- 0	501,519 ------------- 0	164,078 ------------- 0	211,251 ------------- 0	60,699 ------------- 0	2,092,865 ------------- 0	108,078 ------------- 0
4ERIN R LEWIS Secretary/EVP/CAO & Gen. Counsel	(i) (ii)	945,715 ------------- 0	400,117 ------------- 0	119,391 ------------- 0	189,043 ------------- 0	51,772 ------------- 0	1,706,038 ------------- 0	76,329 ------------- 0
5PAUL M CALKINS MD FORMER KEY EMPLOYEE	(i) (ii)	276,784 ------------- 0	75,758 ------------- 0	3,429 ------------- 0	11,833 ------------- 0	40,375 ------------- 0	408,179 ------------- 0	0 ------------- 0
6MICHELLE A JANNEY RN FORMER KEY EMPLOYEE	(i) (ii)	45,838 ------------- 0	642,893 ------------- 0	0 ------------- 0	1,834 ------------- 0	4,125 ------------- 0	694,690 ------------- 0	0 ------------- 0
7JASON H GILBERT RN EVP & CNE	(i) (ii)	629,398 ------------- 0	340,758 ------------- 0	2,439 ------------- 0	146,457 ------------- 0	58,203 ------------- 0	1,177,255 ------------- 0	0 ------------- 0
8DAVID A INGRAM MD EVP & CME	(i) (ii)	0 ------------- 895,956	0 ------------- 473,130	0 ------------- 146,650	0 ------------- 197,990	0 ------------- 30,500	0 ------------- 1,744,226	0 ------------- 0
9RYAN D NAGY MD PRESIDENT (AAHC)	(i) (ii)	0 ------------- 771,644	0 ------------- 420,130	0 ------------- 213,109	0 ------------- 155,784	0 ------------- 23,368	0 ------------- 1,584,035	0 ------------- 112,500
10GIL PERI President (Riley)	(i) (ii)	234,103 ------------- 0	235,992 ------------- 0	567,325 ------------- 0	13,208 ------------- 0	40,868 ------------- 0	1,091,496 ------------- 0	0 ------------- 0
11RONALD L STIVER SVP System Healthcare Operations	(i) (ii)	767,600 ------------- 0	378,209 ------------- 0	380,647 ------------- 0	150,495 ------------- 0	63,699 ------------- 0	1,740,650 ------------- 0	0 ------------- 0
12JEFFREY C BIRD MD PRESIDENT (ECR)	(i) (ii)	615,805 ------------- 0	259,543 ------------- 0	129,780 ------------- 0	123,960 ------------- 0	52,357 ------------- 0	1,181,445 ------------- 0	103,503 ------------- 0
13KENNETH D PUCKETT SVP - Enterprise Growth and Activation	(i) (ii)	631,564 ------------- 0	258,569 ------------- 0	110,356 ------------- 0	128,220 ------------- 0	66,086 ------------- 0	1,194,795 ------------- 0	82,802 ------------- 0
14JOSEPH MEYER SVP System Operations	(i) (ii)	499,508 ------------- 0	265,240 ------------- 0	646,505 ------------- 0	102,253 ------------- 0	30,673 ------------- 0	1,544,179 ------------- 0	0 ------------- 0
15NICOLE PAULK SVP Chief Strategy Officer	(i) (ii)	725,771 ------------- 0	297,946 ------------- 0	5,631 ------------- 0	142,320 ------------- 0	54,343 ------------- 0	1,226,011 ------------- 0	0 ------------- 0
16BRIAN T SHOCKNEY SVP System Regional Operations	(i) (ii)	858,567 ------------- 0	378,478 ------------- 0	93,224 ------------- 0	163,560 ------------- 0	62,245 ------------- 0	1,556,074 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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 and two highest compensated employees, listed on IU Health's Form 990. The tax gross ups were treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment	Gil Peri received severance payments of $569,703. Joseph Meyer received severance payments of $592,400.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	DENNIS M. MURPHY, JENNIFER M. ALVEY, RONALD L. STIVER, DAVID A. INGRAM, M.D., ERIN R. LEWIS, JOSEPH F. MEYER, RYAN D. NAGY, M.D., BRIAN T. SHOCKNEY, GIL PERI, KENNETH D. PUCKETT, JEFFREY C. BIRD, M.D., JASON H. GILBERT, R.N., AND MICHELLE A. JANNEY, R.N., PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN THESE CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE 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: $776,247 - JENNIFER M. ALVEY: $158,657 - RONALD L. STIVER: $377.296 - DAVID INGRAM, M.D.: $141,019 - ERIN R. LEWIS: $116,040 - JOSEPH F. MEYER: $377,296 - RYAN D. NAGY, M.D.: $210,670 - BRIAN T. SHOCKNEY: $87,593 - KENNETH D. PUCKETT: $100,855 - JEFFREY C. BIRD M.D.: $114,573 DENNIS M. MURPHY HAS A RETENTION AGREEMENT WHICH WAS SIGNED IN 2019. THE ANTICIPATED VESTING AND PAYOUT DATE OF THE RETENTION BONUS IS 1/1/2025.
Schedule J, Part I, Line 7 Non-fixed payments	Amounts disclosed in Column B(ii) include a long-term incentive for certain executives. Although these plans are based on a fixed formula that has been approved by the Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- 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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471APJ5	02-18-2016	290,611,029	SERIES 2016A, B, AND C BONDS		X		X		X
D	INDIANA FINANCE AUTHORITY	35-1602316	45470YEX5	07-02-2019	370,318,185	SERIES 2019A, B AND C BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45470YFK2	07-06-2023	754,029,354	SERIES 2023A AND B BONDS		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		237,150,000		102,615,000
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	107,790,000		314,633,314		290,611,029		371,800,326
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	0		2,122,523		1,641,061		1,348,373
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	0		0		0		256,482,141
11 Other spent proceeds .............	107,790,000		312,510,791		288,969,968		113,969,813
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2016		2015		2016		2021
	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) (Rev. 1-2025)

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 ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		0 %		0 %		0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) (Rev. 1-2025)

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 .........	0 %		0 %		0 %		0 %
d Was the hedge superintegrated? ......		X		X		X		X
e Was the hedge terminated? ........		X		X		X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........	0 %		0 %		0 %		0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........		X		X		X		X
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
Schedule K, 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 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 C, 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 1, LINE D, 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. THE SERIES 2019C BONDS MATURED ON DECEMBER 1, 2024. 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 C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 1 (Cont'd), COLUMN A, SERIES 2019A, 2019B AND 2019C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 SCHEDULE K, PAGE 1 (Cont'd), COLUMN B, SERIES 2023A AND B BONDS: ISSUE PRICE: $754,029,354 EARNINGS: $15,333,615 TOTAL PROCEEDS: $769,362,969
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 I Page 1, LINE E, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2023A AND B BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING THE COST OF CERTAIN HEALTH FACILITY PROPERTY, PAYING OFF A PORTION OF A TAXABLE LINE OF CREDIT THE PROCEEDS OF WHICH WERE USED TO REIMBURSE CERTAIN COSTS OF PROJECTS AT INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL AND RILEY HOSPITAL FOR CHILDREN AT INDIANA UNIVERSITY HEALTH AND PAYING CAPITALIZED INTEREST ON THE NEW MONEY PORTION.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

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	45471ANY4	05-07-2015	314,416,912	SERIES 2015A BONDS		X		X		X
C	INDIANA FINANCE AUTHORITY	35-1602316	45471APJ5	02-18-2016	290,611,029	SERIES 2016A, B, AND C BONDS		X		X		X
D	INDIANA FINANCE AUTHORITY	35-1602316	45470YEX5	07-02-2019	370,318,185	SERIES 2019A, B AND C BONDS		X		X		X
	INDIANA FINANCE AUTHORITY	35-1602316	45470YFK2	07-06-2023	754,029,354	SERIES 2023A AND B BONDS		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		237,150,000		102,615,000
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	107,790,000		314,633,314		290,611,029		371,800,326
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	0		2,122,523		1,641,061		1,348,373
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	0		0		0		256,482,141
11 Other spent proceeds .............	107,790,000		312,510,791		288,969,968		113,969,813
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2016		2015		2016		2021
	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) (Rev. 1-2025)

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 ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		0 %		0 %		0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) (Rev. 1-2025)

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 .........	0 %		0 %		0 %		0 %
d Was the hedge superintegrated? ......		X		X		X		X
e Was the hedge terminated? ........		X		X		X		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........	0 %		0 %		0 %		0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........		X		X		X		X
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
Schedule K, 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 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 C, 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 1, LINE D, 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. THE SERIES 2019C BONDS MATURED ON DECEMBER 1, 2024. 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 C, SERIES 2015A BONDS: ISSUE PRICE: $314,416,912 EARNINGS: $216,402 TOTAL PROCEEDS: $314,633,314 SCHEDULE K, PAGE 1 (Cont'd), COLUMN A, SERIES 2019A, 2019B AND 2019C BONDS: ISSUE PRICE: $370,318,185 EARNINGS: $1,482,141 TOTAL PROCEEDS: $371,800,326 SCHEDULE K, PAGE 1 (Cont'd), COLUMN B, SERIES 2023A AND B BONDS: ISSUE PRICE: $754,029,354 EARNINGS: $15,333,615 TOTAL PROCEEDS: $769,362,969
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 I Page 1, LINE E, COLUMN (F) - DESCRIPTION OF PURPOSE	THE SERIES 2023A AND B BONDS WERE ISSUED FOR THE PURPOSE OF FINANCING THE COST OF CERTAIN HEALTH FACILITY PROPERTY, PAYING OFF A PORTION OF A TAXABLE LINE OF CREDIT THE PROCEEDS OF WHICH WERE USED TO REIMBURSE CERTAIN COSTS OF PROJECTS AT INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL AND RILEY HOSPITAL FOR CHILDREN AT INDIANA UNIVERSITY HEALTH AND PAYING CAPITALIZED INTEREST ON THE NEW MONEY PORTION.
Schedule K, Part IV, Line 2c COLUMN B	Issuer name: INDIANA FINANCE AUTHORITY The calculation for computing no rebate due was performed on 05/11/2016

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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. ........................... $

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

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) (Rev. 1-2025)

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	67,320	TOTAL TAXABLE AND NON-TAXABLE COMPENSATION FOR EMPLOYMENT IN THE NORMAL COURSE OF BUSINESS		No
(2) Linda Thomas	Sister of IUH, Inc. Director, Alicia Monroe	77,489	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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

Indiana University Health Inc

Employer identification number

35-1955872

Return Reference	Explanation
LINE J - WEB SITE	HTTPS://IUHEALTH.ORG/
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 526,305,817 including grants of $ 0)(Revenue $ 581,257,259) 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 4a-4c Description of program services	(Expenses $ 493,962,684 including grants of $ 0)(Revenue $ 545,537,188) 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 4a-4c Description of program services	(Expenses $ 53,070,152 including grants of $ 0)(Revenue $ 58,611,192) 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 VII, Section B, Line 1 COMP OF FIVE HIGHEST PAID IND. CON	WILHELM-GILBANE, A JOINT VENTURE, Weddle Bros Building Group, LLC, Garmong Construction Svcs, AND MESSER CONSTRUCTION INCLUDES GOODS AND SERVICES ASSOCIATED WITH VARIOUS CONSTRUCTION PROJECTS. THESE WERE NOT EASILY SEPARATED FOR REPORTING ON FORM 990. THE AMOUNTS BEING REPORTED INCLUDE BOTH GOODS AND SERVICES PAID.
Form 990, Part VIII, Line 2f Other Program Service Revenue	Rent from Related 501(c)(3) Orgs - Total Revenue: 32104481, Related or Exempt Function Revenue: 32104481, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Income (Loss) from Pass-Through Entities - Total Revenue: 21445631, Related or Exempt Function Revenue: 3866809, Unrelated Business Revenue: 17578822, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Clinical Research - Total Revenue: 2490315, Related or Exempt Function Revenue: 2490315, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Cafeteria/Food Service - Total Revenue: 210968, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 210968; All Other - Total Revenue: 58121819, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 58121819;
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: 6772626, Fundraising Expenses: ; IC Exp - Fully supported - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 7776246, Fundraising Expenses: ; IC Exp - Physician Patient Care - Total Expense: 32913796, Program Service Expense: 32913796, Management and General Expenses: 0, Fundraising Expenses: ; Fees - Professional services - Total Expense: 43549863, Program Service Expense: 41462628, Management and General Expenses: 2087235, Fundraising Expenses: ; IC Exp - Direct Support - Total Expense: 30710475, Program Service Expense: 29238599, Management and General Expenses: 1471876, Fundraising Expenses: ; Consulting - Other - Total Expense: 88111502, Program Service Expense: 83888541, Management and General Expenses: 4222961, Fundraising Expenses: ; IC Exp - Med Dir Fee - Total Expense: 13314336, Program Service Expense: 12676213, Management and General Expenses: 638123, Fundraising Expenses: ; Other Fees - Total Expense: 43768321, Program Service Expense: 41670617, Management and General Expenses: 2097704, Fundraising Expenses: ; Physician Fees - Total Expense: 4190369, Program Service Expense: 3989535, Management and General Expenses: 200834, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	MARK-TO-MARKET ON INTEREST RATE SWAPS - 10336939; Net Asset Transfers from Debt Settlements - Related Entities - -XXX-XX-XXXX; Change in Donated Property - 869405; Purchase of Additional Membership Interest in Controlled Entity - -539000; Net Asset Changes due to Mergers, Dissolutions - 32128516; Rounding - 1; Total - -526006458;

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

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) 1402 CAPITOL PARTNERS LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 83-4187736	REAL ESTATE	IN	0	0	IUH
(2) 1234 CAPITOL PARTNERS LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 83-4053020	REAL ESTATE	IN	0	0	IUH
(3) Cumberland Avenue Associates LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1955872	Real Estate	IN	0	0	IUH
(4) Senate Health Plans Solutions LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 27-3736054	Administrative Services	IN	1,697,545	-15,015,483	IUH
(5) Indiana University Health Urgent Care Centers LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 47-3832952	Healthcare	IN	24,655,884	-8,096,209	IUH
(6) INDIANA UNIVERSITY HEALTH FORT WAYNE LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 83-1224627	HEALTHCARE	IN	2,394,703	-57,201,702	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) (Rev. 1-2025)

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	645,003	835,294		No		Yes		51 %
(4) BSC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-2314634	HEALTHCARE	IN	IUH	Related	19,830,135	34,605,061		No		Yes		51 %
(5) IEC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148032	HEALTHCARE	IN	IUH	Related	3,327,205	3,879,983		No		Yes		51 %
(6) INDIANA ENDOSCOPY CENTERS LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 20-8398421	HEALTHCARE	IN	NA					No
(7) IU HEALTH FORT WAYNE ASC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 84-2214377	HEALTHCARE	IN	IUH	Related	-293,890	-3,736,051		No		Yes		51 %
(8) IUH SW FORT WAYNE ASC LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 84-2206388	Healthcare	IN	NA					No
(9) ROC SURGERY LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 27-1497960	HEALTHCARE	IN	NA					No
(10) ROCS HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148369	HEALTHCARE	IN	IUH	Related	2,197,696	3,310,949		No		Yes		51 %
(11) SENATE ST SURGERY CENTER LLC 569 Brookwood Village Ste 901 BIRMINGHAM,AL35244 42-1709357	HEALTHCARE	IN	NA					No
(12) SSSC HOLDINGS LLC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-4148167	HEALTHCARE	IN	IUH	Related	1,129,614	1,385,595		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					No
(2) Cardiothoracic Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1416173	Physician Services	IN	University Surgeons Inc	C Corporation				Yes
(3) CERBERUS RESIDENTIAL OPPORT INST LTD 190 ELGIN AVENUE GEORGE TOWN,GRAND CAYMAN CJ	INVESTMENTS	CJ	IUH	C Corporation	0		71.91 %	Yes
(4) IU HEALTH 457(B) PLAN 1100 N MARKET ST WILMINGTON,DE19890 47-6948347	INVESTMENTS	IN	IUH	Trust			100 %	Yes
(5) IU HEALTH ACO INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 45-4421020	HEALTHCARE	IN	IUH	C Corporation			100 %	Yes
(6) IU HEALTH BOARD DESIGNATED TRUST 400 HOWARD ST SAN FRANCISCO,CA94105 30-6309021	INVESTMENTS	IN	IUH	Trust	-11,630,092	276,196,764	100 %	Yes
(7) IU HEALTH PLANS INC 950 N MERIDIAN ST SUITE 800 INDIANAPOLIS,IN46204 26-2127080	HMO	IN	IUH	C Corporation			100 %	Yes
(8) IU HEALTH RISK PURCHASING GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 26-0202446	INSURANCE	IN	IUH	C Corporation	0	10,879	100 %	Yes
(9) IU HEALTH RISK RETENTION GROUP INC 151 MEETING ST SUITE 301 CHARLESTON,SC29401 20-1107674	INSURANCE	SC	IUH	C Corporation	6,396,339	89,827,028	98 %	Yes
(10) IUH ASSURANCE SPC LTD PO BOX 69 94 SOLARIS AVE CAMANA BAY GRAND CAYMAN CJ 98-0395429	INSURANCE	CJ	IUH	C Corporation			100 %	Yes
(11) Pediatric Surgical Associates Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-2122922	Physician Services	IN	University Surgeons Inc	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	25,570,761	299,956,422	100 %	Yes
(13) University Surgeons Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 20-2981280	Physician Services	IN	IU Health Care Associates Inc	C Corporation				Yes
(14) University Vascular Surgery Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1832370	Physician Services	IN	University Surgeons Inc	C Corporation				Yes

Schedule R (Form 990) (Rev. 1-2025)

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	A	459,310	FMV
(2) IU Health White Memorial Hospital	A	852,406	FMV
(3) IU Health Frankfort Hospital	A	818,070	FMV
(4) Southwest Fort Wayne Ambulatory Surgery Center	A	440,979	FMV
(5) IU Health West Hospital	J	1,229,517	FMV
(6) IU Health North Hospital	J	3,004,784	FMV
(7) IU Health Tipton Hospital	J	191,618	FMV
(8) Medicare Advantage	J	71,826	FMV
(9) Accountable Care Organization	J	204,428	FMV
(10) Beltway Surgery Centers	J	4,612,635	FMV
(11) Indiana Endoscopy Center	J	284,805	FMV
(12) ROC Surgery	J	664,290	FMV
(13) Southwest Fort Wayne Ambulatory Surgery Center	J	1,767,681	FMV
(14) IU Health Bloomington Hospital	J	517,029	FMV
(15) IU Health Arnett Hospital	J	455,649	FMV
(16) IU Health Care Associates	J	16,537,269	FMV
(17) Fully Insured Commercial	J	66,301	FMV
(18) IU Health North Hospital	K	736,104	FMV
(19) IU Health Bedford Hospital	K	97,283	FMV
(20) Fort Wayne JV Clinic Entrepreneur	K	103,922	FMV
(21) IU Health Ball Memorial Hospital	K	341,523	FMV
(22) IU Health West Hospital	L	51,977,161	FMV
(23) IU Health North Hospital	L	53,212,294	FMV
(24) IU Health Bedford Hospital	L	16,391,285	FMV
(25) IU Health Paoli Hospital	L	7,241,106	FMV
(26) IU Health Tipton Hospital	L	7,480,048	FMV
(27) IU Health White Memorial Hospital	L	8,148,252	FMV
(28) IU Health Frankfort Hospital	L	6,248,437	FMV
(29) IU Health Jay Hospital	L	7,767,662	FMV
(30) Risk Retention Group	L	2,859,334	FMV
(31) Medicare Advantage	L	178,273,334	FMV
(32) Accountable Care Organization	L	1,938,051	FMV
(33) Ball Outpatient Surgery Center	L	953,996	FMV
(34) Beltway Surgery Centers	L	6,319,400	FMV
(35) Indiana Endoscopy Center	L	830,545	FMV
(36) ROC Surgery	L	1,345,378	FMV
(37) Senate Street Surgery Center	L	1,114,533	FMV
(38) Fort Wayne JV Clinic Entrepreneur	L	4,301,751	FMV
(39) Southwest Fort Wayne Ambulatory Surgery Center	L	468,357	FMV
(40) IU Health Bloomington Hospital	L	122,972,360	FMV
(41) IU Health Ball Memorial Hospital	L	85,937,509	FMV
(42) IU Health Blackford Hospital	L	456,462	FMV
(43) Ball Memorial Physicians	L	16,789,365	FMV
(44) IU Health Arnett Hospital	L	93,875,214	FMV
(45) IU Health Care Associates	L	167,233,934	FMV
(46) Fully Insured Commercial	L	54,612,358	FMV
(47) IU Health North Hospital	M	1,795,078	FMV
(48) IU Health Bloomington Hospital	M	1,094,561	FMV
(49) IU Health Arnett Hospital	M	74,613	FMV
(50) IU Health Care Associates	M	216,787,450	FMV
(51) IU Health North Hospital	O	438,301	FMV
(52) IU Health Tipton Hospital	O	234,231	FMV
(53) IUH Assurance LTD	O	772,000	FMV
(54) IU Health Bloomington Hospital	O	1,507,602	FMV
(55) IU Health Ball Memorial Hospital	O	583,689	FMV
(56) IU Health Arnett Hospital	O	639,103	FMV
(57) IU Health Care Associates	O	20,438,507	FMV
(58) BOSC Holdings	S	402,765	FMV
(59) BSC Holdings	S	18,102,791	FMV
(60) IEC Holdings	S	2,683,945	FMV
(61) ROCS Holdings	S	2,434,807	FMV
(62) SSSC Holdings	S	1,702,702	FMV
(63) IUH Assurance LTD	R	8,834,812	FMV
(64) Indiana University Health Foundation Inc	C	19,358,689	FMV

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

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 2024 (Part V, line 2a) ......	5	23,797
6	Total number of volunteers (estimate if necessary) .............	6	1,249
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	56,792,480
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	4,776,500

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	32,681,739	44,119,616
9	Program service revenue (Part VIII, line 2g) .........	5,379,979,956	5,628,434,003
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	290,300,471	341,192,239
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	49,100,671	65,814,798
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,752,062,837	6,079,560,656
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	17,981,887	76,055,009
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)	1,842,555,722	1,939,963,425
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)....	3,109,850,425	3,333,148,674
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,970,388,034	5,349,167,108
19	Revenue less expenses. Subtract line 18 from line 12.......	781,674,803	730,393,548
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	11,659,974,071	12,792,763,812
21	Total liabilities (Part X, line 26).............	4,670,964,576	5,199,592,940
22	Net assets or fund balances. Subtract line 21 from line 20.....	6,989,009,495	7,593,170,872

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,614,635,251 including grants of $ 76,055,009 ) (Revenue $ 2,887,628,578 )
	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 $ 842,740,836 including grants of $ 0 ) (Revenue $ 930,731,169 )
	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 $ 567,940,839 including grants of $ 0 ) (Revenue $ 627,239,382 )
	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 $ 526,305,817 including grants of $ 0 ) (Revenue $ 581,257,259 )
	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 $ 493,962,684 including grants of $ 0 ) (Revenue $ 545,537,188 )
	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 $ 53,070,152 including grants of $ 0 ) (Revenue $ 58,611,192 )
	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 $ 1,073,338,653 including grants of $ ) (Revenue $ 1,185,405,639 )
4e	Total program service expenses5,098,655,579

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	18,821,542	3,574,265	3,422,038

1a	Federated campaigns..		1a	0
b	Membership dues..		1b	0
c	Fundraising events..		1c	0
d	Related organizations		1d	19,725,202
e	Government grants (contributions)		1e	11,099,934

f	All other contributions, gifts, grants, and similar amounts not included above		1f	13,294,480

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

h Total. Add lines 1a-1f.......		44,119,616

		Business Code
2a	Net Patient Service Revenue	622110	2,887,628,578	2,887,628,578	0	0
b	Shared Services	900099	581,257,259	568,905,289	12,351,970	0
c	Pharmacy	446110	545,537,188	533,469,994	12,067,194	0
d	Reference Laboratory	621500	930,731,169	919,884,355	10,846,814	0
e	Member Premium Revenue	524298	627,239,382	627,239,382	0	0
f	All other program service revenue.		56,040,427	38,461,605	17,578,822	0
g	Total. Add lines 2a–2f .....		5,628,434,003

3 Investment income (including dividends, interest, and othersimilar amounts) ......			134,391,741	2,570,765	0	131,820,976
4 Income from investment of tax-exempt bond proceeds			0	0	0	0
5 Royalties...........			0	0	0	0
			(i) Real	(ii) Personal
6a	Gross rents	6a	15,581,778	0
b	Less: rental expenses	6b	12,404,622	0
c	Rental income or (loss)	6c	3,177,156	0
d	Net rental income or (loss).......			3,177,156	0		3,110,855
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	3,564,835,572	17,195,894
b	Less: cost or other basis and sales expenses	7b	3,364,369,285	10,861,683
c	Gain or (loss)	7c	200,466,287	6,334,211
d	Net gain or (loss).........			206,800,498	0	3,881,379	202,919,119
8a	Gross income from fundraising events (not including $ 0of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0		0	0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0	0	0	0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0	0	0	0

Business Code
11a	Parking		812930	2,208,179	0	0	2,208,179
b	Education		900099	1,825,910	0	0	1,825,910
c	Telephone		517000	270,766	0	0	270,766
d	All other revenue ....			58,332,787	0	0	58,332,787
e	Total. Add lines 11a–11d ......			62,637,642
12	Total revenue. See instructions.....			6,079,560,656	5,578,159,968	56,792,480	400,488,592

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	76,055,009	76,055,009
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0	0
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........	13,986,265	13,566,677	419,588
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	1,244,662	1,207,322	37,340
7	Other salaries and wages........	1,580,236,939	1,525,891,321	54,345,618
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	50,224,492	48,497,231	1,727,261
9	Other employee benefits .......	196,845,466	190,075,792	6,769,674
10	Payroll taxes ...........	97,425,601	94,075,056	3,350,545
11	Fees for services (non-employees):
a	Management ......	3,717,780	0	3,717,780
b	Legal .........	214,934	107,467	107,467
c	Accounting ...........	2,960,130	1,480,065	1,480,065
d	Lobbying ...........	996,970	0	996,970
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	9,789,699	0	9,789,699
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	560,118,849	534,851,244	25,267,605	0
12	Advertising and promotion ....	19,121,940	0	19,121,940
13	Office expenses .......	38,304,974	36,469,113	1,835,861
14	Information technology ......	163,273,021	81,636,511	81,636,510
15	Royalties ..	0	0	0
16	Occupancy ...........	99,701,450	99,701,450	0
17	Travel ............	4,096,706	3,900,361	196,345
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0	0	0
19	Conferences, conventions, and meetings ....	0	0	0
20	Interest ...........	41,546,582	41,546,582	0
21	Payments to affiliates .......	0	0	0
22	Depreciation, depletion, and amortization ..	160,743,943	152,982,965	7,760,978
23	Insurance ...	24,434,308	0	24,434,308
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Drugs and Medical Supplies	1,435,752,814	1,435,752,814	0
b	Health Claims Paid to Providers	588,393,113	588,393,113	0
c	Hospital Assessment Fee	100,703,042	100,703,042	0
d	Unrelated Business Income Tax	4,050,429	0	4,050,429
e	All other expenses	75,227,990	71,762,444	3,465,546	0
25	Total functional expenses. Add lines 1 through 24e	5,349,167,108	5,098,655,579	250,511,529	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 ........			91,812	1	78,094
2	Savings and temporary cash investments .........			995,606,029	2	683,723,911
3	Pledges and grants receivable, net ......			7,209,495	3	6,200,476
4	Accounts receivable, net .............			748,964,312	4	808,790,510
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 ...........			60,768,292	7	55,150,057
8	Inventories for sale or use ............			99,611,209	8	111,630,292
9	Prepaid expenses and deferred charges ......			170,926,226	9	177,575,688
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	6,411,007,290
b	Less: accumulated depreciation	10b	2,993,259,896	2,614,663,025	10c	3,417,747,394
11	Investments—publicly traded securities .			3,898,265,131	11	4,110,697,713
12	Investments—other securities. See Part IV, line 11 .....			2,716,825,000	12	3,080,563,000
13	Investments—program-related. See Part IV, line 11 ..			326,617,461	13	321,151,151
14	Intangible assets ...............			7,852,193	14	7,852,193
15	Other assets. See Part IV, line 11 ...........			12,573,886	15	11,603,333
16	Total assets. Add lines 1 through 15 (must equal line 33)...			11,659,974,071	16	12,792,763,812

17	Accounts payable and accrued expenses .....	683,653,111	17	1,004,940,189
18	Grants payable ...	0	18
19	Deferred revenue .........	5,866,927	19	6,085,288
20	Tax-exempt bond liabilities .........	2,073,278,000	20	1,915,523,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	150,053,041	23	247,029,656
24	Unsecured notes and loans payable to unrelated third parties ..	0	24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,758,113,497	25	2,026,014,807
26	Total liabilities. Add lines 17 through 25..	4,670,964,576	26	5,199,592,940

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	6,987,153,630	27	7,591,315,007
28	Net assets with donor restrictions ...........	1,855,865	28	1,855,865
	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 .....	0	29
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30
31	Retained earnings, endowment, accumulated income, or other funds	0	31
32	Total net assets or fund balances ...........	6,989,009,495	32	7,593,170,872
33	Total liabilities and net assets/fund balances ........	11,659,974,071	33	12,792,763,812

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