4A (Expenses $ 13250679 including grants of $ 0) (Revenue $ 12066555)
"Serving the residents of Martinsville, Indiana, and the surrounding area, IU Health Morgan operated a 71-bed hospital for the first 3 months of 2015 (January 1 March 31) that provided experienced and skilled physicians, innovative diagnostic and treatment capabilities, and the latest technology. Effective April 1, 2015, IU Health Morgan merged with Morgan County Memorial Hospital Foundation, Inc. (Morgan County Memorial Hospital Foundation"") in which IU Health Morgan was the surviving entity. IU Health Morgan will now operate as the foundation going forward and shall include, but is not limited to, the following program services: - To raise funds for IU Health Morgan Hospital from the public and from all other sources available; to receive and maintain such funds and as appropriate expend principal and income therefrom in support of or in furtherance of IU Health Morgan Hospital - To contract with other organizations (for profit and non-profit), with individuals and the governmental agencies in support of or in furtherance of IU Health Morgan Hospital - To sponsor or provide assistance to specific hospital buildings and health related facilities, hospital and health care equipment, projects and programs to improve the patient care at IU Health Morgan Hospital and its facilities, and in connection with activities of IU Health Morgan Hospital and its health care facilities, to promote the general health of the public and to encourage, support and promote IU Health Morgan Hospital and its health care facilities' education, training and research programs - To otherwise operate in support of IU Health Morgan Hospital, and do so exclusively for religious, charitable, scientific or educational purposes within the meaning of Section 501 (c)(3) of the Internal Revenue Code"

Schedule H, Part V, Section B, Line 5 - Input from Community
In conducting its most recent CHNA, IU Health Morgans approach to gathering qualitative data for its CHNA consisted of a multi-component approach to identify and verify community health needs for the IU Health Morgan service area. This included the following components: 1. Hosting multiple two-hour community conversation focus groups with public health officials and community leaders in attendance to discuss the healthcare needs of the service area and what role IU Health Morgan could play in addressing the identified needs. 2. Surveying the community at large through the hospitals website, with special emphasis to garner input from low income, uninsured, or minority groups. To obtain a more complete picture of the factors that play into Morgan County communitys health, input from local health leaders was gathered through two separate two-hour focus group sessions. IU Health facilitators mailed letters and made follow-up telephone calls inviting public health officials and community leaders to attend the focus group discussion, paying special attention to include organizations that represent the interest of low-income, minority, and uninsured individuals. The goal of soliciting these leaders feedback was to gather insights into the quantitative data that may not be easily identified from the secondary statistical data alone. The first of the focus group sessions was held at IU Health Morgan and the second was held via conference call. Attendees who participated in the focus group included: Bud Swisher - Executive Director, Healthier Morgan County Initiative - Mr. Swisher is representative of a community perspective toward healthy living. As director of Healthier Morgan County, he works to address an array of issues including tobacco, literacy, poverty, transportation, and general health through the promotion of programs to support those initiatives. Diana Roy - Area Director, United Way of Morgan County - Ms. Roy is representative of a community perspective towards healthy living. As area director of the United Way, she works for an organization that believes in helping people learn more, earn more, and lead safe and healthy lives through the creation of programs to assist in those goals. She is especially knowledgeable in the creation of these programs and services for the underserved populations. Hillary Elliot - Morgan County Coordinator, WIC - Ms. Elliot is representative of a community perspective towards health access for women and children. She is knowledgeable in the access of services to women and children, including the barriers, need, and ways to improve upon them to provide needed care to women and children in Morgan County. Jennifer Walker - Tobacco Project Coordinator, Healthier Morgan County Initiative - Ms. Walker is representative of a community perspective towards healthy living. As project coordinator for the Healthier Morgan County Initiative, she works to address an array of issues including tobacco, literacy, poverty, transportation, and health. Joy Sessing - Executive Director, Morgan County Economic Development Corporation - Ms. Sessing is representative of a community perspective towards economic development. She is knowledgeable in the financial stability of the community, as well as the resources available. Judy Bucci - Executive Director, Barbara B. Jordan YMCA - Ms. Bucci is representative of a community perspective towards healthy living and obesity prevention. As an employee of the YMCA, she understands the need for obesity prevention measures, as well as barriers and access to physical activities. Judy Williams - The Haven Youth Center - Ms. Williams is representative of a community perspective towards healthy living and youth/child outreach. As a youth center employee, she is knowledgeable in the areas concerning the communitys youth, as the organization is a place for children to gain food assistance, undergo tutoring, and participate in community volunteer efforts with their peers. Karen Burkley - Executive Director, Wellspring Family Shelter - Ms. Burkley is representative of a community perspective towards injury prevention. Wellspring is an organization that serves as a transitional shelter for abused women, and as director she has experience and knowledge within the areas of domestic violence in the community. Upon arrival to the focus group, participants were asked to list their believed five prioritized health needs for the IU Health Morgan community. These responses were collected and aggregated into a comprehensive list of identified needs to be further discussed later in the session and ranked for severity of need within the community. IU Health facilitators then provided participants with a presentation featuring IU Healths mission, current outreach priorities, and local health data, including demographics, insurance information, poverty rates, county health rankings, causes of death, physical activity, chronic conditions, preventive behaviors, and community needs index. Upon completion of the data presentation, IU Health facilitated a discussion on the comprehensive list of identified needs from earlier in the session. The objective of this method was intended to inspire candid discussions prior to a second identification of five prioritized health needs by each participant. The votes on the five prioritized health needs were tallied and final input from the group was encouraged during this process in order to validate the previously identified needs. Following additional discussion, participants were also asked to address what they thought IU Health Morgans roles could be in meeting the local health needs.

Schedule H, Part V, Section B, Line 7a - CHNA Website
A copy of IU Health Morgans CHNA was available throughout 2015 on its website at the following URL: http://iuhealth.org/about-iu-health/in-the-community/

Schedule H, Part V, Section B, Line 11 - Addressing Identified Needs
"IU Health Morgan prioritized and determined which of the community health needs identified in its most recently conducted CHNA was most critical for it to address by using the Hanlon Method of prioritization. This method prioritizes identified needs based upon the prevalence and severity of the need and the effectiveness of interventions available to address the needs. Based upon the Hanlon Method of prioritization, IU Health Morgan selected the following three needs to be addressed: - Access to Healthcare - Chronic Disease & Healthy Lifestyle Promotion - Obesity Prevention Access to Healthcare IU Health Morgans implementation strategy to address the identified need of access to healthcare includes the following: - Recruit primary care and specialists to join IU Health Morgan - Decrease the cost of the top 30 most frequently ordered outpatient lab tests - Provide vascular, oral, skin, breast, colon, prostate, and lung screenings along with bone density tests at low or no cost to underserved community members - Increase access to IU Health Morgans financial assistance program and other government-sponsored programs. Chronic Disease and Healthy Lifestyle Promotion IU Health Morgans implementation strategy to address the identified need of chronic disease and healthy lifestyle promotion includes the following: - Create an interactive program named ""Road show"" for pre-diabetic community members - Have dieticians meet with key at-risk groups at local Senior Centers, churches, and local libraries - Create the ""Bid Body Adventure"" for blood pressure and cholesterol screenings and activity based stations focusing on healthy diets and exercise Obesity Prevention IU Health Morgans implementation strategy to address the identified need of obesity prevention includes the following: - Use an IU Health-sponsored garden to offer special programming on gardening and fresh produce preparation for diabetes and weight loss classes - Provide a day-long school-based exercise and nutrition program for third-grade students to be taught by registered dieticians - Develop a free weight loss program for adults that include shopping excursions, cooking demonstrations, and meal planning assistance. Also, based upon the Hanlon Method of prioritization, the following identified community health needs were not chosen as one of the needs to be addressed: - Mental health - Emergency and ambulance services - Senior health After completing a gap analysis, IU Health Morgan determined that the severity of and lack of resources available to address the three needs chosen to be addressed outweighed the severity of and resources available to address the three needs not chosen."

Schedule H, Part V, Section B, Line 13b - Income Level Other than FPG
In addition to FPG, IU Health Morgan may take into consideration a patients income and/or ability to pay in calculation of a financial assistance award.

Schedule H, Part V, Section B, Line 13h - Other FAP Factors
IU Health Morgan takes into consideration several other factors in determining patient eligibility for financial assistance. These factors include the following: 1. Alternate Sources of Assistance When technically feasible, a patient will be required to exhaust all other state and federal assistance programs prior to receiving an award from IU Health Morgans Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award from IU Health Morgans Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to their insurance provider at the request of IU Health Morgan. Eligible patients who receive medical care from IU Health Morgan as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health Morgan is entitled. Said patients may be asked to complete a financial assistance application. 2. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patients individual scoring criteria. Patients are considered to be presumptively eligible for Financial Assistance if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Childrens Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients are also considered to be presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 3. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. Additionally, IU Health Morgan will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance application.

Schedule H, Part V, Section B, Line 16a - FAP Website
A copy of IU Health Morgans FAP is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/

Schedule H, Part V, Section B, Line 16b - FAP Application Website
A copy of IU Health Morgans FAP Application is available on the following website: http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/

Schedule H, Part V, Section B, Line 16i - Other Measures to Publicize
IU Health Morgan takes several other measures to publicize its FAP within the community. These measures include the following: 1. Signs are posted in appropriate acute care settings such as the emergency department and registration areas describing the available assistance and directing eligible patients to the Financial Assistance Application. 2. IU Health Morgan includes a plain language description of its FAP with all patient bills and statements of services. 3. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. 4. IU Health Revenue Cycle Services educates its patient facing team members of its FAP and the process for referring patients to the Program. Program.

Schedule H, Part V, Section B, Line 22d - Other Determination of Charges
IU Health Morgan limits the amounts charged for Emergency or other Medically Necessary Services provided to individuals eligible for assistance under its FAP to not more than amounts generally billed to individuals who have insurance coverage for such care. The basis for calculating the amount charged to all patients, including those who are eligible for Financial Assistance, is derived through the use of a chargemaster or physician fee schedule and are uniformly applied. All additional discounts required by insurance contract or IU Health Morgans FAP are applied to the chargemaster or physician fee schedule calculated amount. IU Health Morgan does not use gross charges in the calculation of the amount to charge a Financial Assistance eligible patient.

Schedule H - Part I - VI - Hospitals
"The activity reported in Schedule H represents the first 3 months of 2015 (January 1 - March 31). As referred to in Schedule O, Part III, Line 3, IU Health Morgan surrendered its license to operate as a hospital and entered into agreement to lease its facilities to Indiana University Health (""IU Health""), a related 501(c)(3) tax-exempt organization."

Schedule H, Part I, Line 3c - Other Factors Used in Determining Elig.
"IU Health Morgan uses several factors other than Federal Poverty Guidelines (""FPGs"") in determining eligibility for free or discounted care under its FAP. These factors include the following: 1. Indiana Residency Requirement IU Health Morgan only makes Financial Assistance available to residents of the State of Indiana. IU Health Morgan employs the same residency test as set forth in Indiana Code 6-3-1-12 to define as resident any individual who was domiciled in Indiana during the taxable year, or any individual who maintains a permanent place of residence in this state and spends more than one hundred eighty-three (183) days of the taxable year in Indiana. 2. Alternate Sources of Assistance When technically feasible, patients must exhaust all other state and federal assistance programs prior to receiving an award from IU Health Morgans Financial Assistance Program. Patients who may be eligible for coverage under an applicable insurance policy, including, but not limited to, health, automobile, and homeowners, must exhaust all insurance benefits prior to receiving an award form IU Health Morgans Financial Assistance Program. This includes patients covered under their own policy and those who may be entitled to benefits from a third-party policy. Patients may be asked to show proof that such a claim was properly submitted to their insurance provider at the request of IU Health Morgan. Eligible patients who receive medical care from IU Health Morgan as a result of an injury proximately caused by a third party, and later receive a monetary settlement or award from said third party, may receive Financial Assistance for any outstanding balance not covered by the settlement or award to which IU Health Morgan is entitled. Said patients may be asked to complete a financial assistance application. 3. Presumptive Financial Assistance Eligibility Patients who are deemed to be presumptively eligible for Financial Assistance will receive a Financial Adjustment to their final statement balance based on the patients individual scoring criteria. Patients are considered to be presumptively eligible if the financial need has been determined by the following third parties: Eskenazi Health, formerly Wishard Memorial Hospital, Project Health, Indiana Childrens Special Health Care Services, Medicaid, Out-of-State Medicaid, Healthy Indiana Plan, or Volunteers in Medicine. Patients may also be considered presumptively eligible if they are pending Medicaid approval or have a hospital bill with a maximum balance to be determined by the Financial Assistance Committee and who meet certain risk segmentation scoring criteria. 4. Additional Considerations Financial Assistance may be granted to a deceased patients account if said patient is found to have no estate. IU Health Morgan will deny or revoke Financial Assistance for any patient or guarantor who falsifies any portion of a Financial Assistance Application. A patients income and/or ability to pay may be taken into consideration in the calculation of a financial assistance award. 5. Patient Assets IU Health Morgan will consider patient Assets in the calculation of a patients true financial burden. A patients primary residence and one (1) motor vehicle will be exempted from consideration in most cases. IU Health Morgan will apply the definitions set forth in Indiana Administrative Code 405 IAC 2-3-15 to define a patients primary residence and motor vehicle. A patients primary residence is defined as the patients principal place of residence. The patients primary residence will be excluded from a patients extraordinary asset calculation so long as the patients equity is less than five-hundred thousand dollars ($500,000) and the home is not occupied by the patients spouse or child under twenty-one (21) years of age. One (1) motor vehicle, regardless of its fair market value, may be excluded in limited circumstances defined in Indiana Administrative Code 405 IAC 2-3-15(d)(6). IU Health Morgan reserves the right to adjust a patients Federal Poverty Level (""FPL"") if the patient demonstrates a claim or clear title to any extraordinary Asset not excluded from consideration under the above guidance. IU Health Morgan will not seek the title to discovered Assets without the express authorization of the Financial Assistance Committee."

Schedule H, Part I, Line 6a - C.B. Report Prepared by a Related Org.
IU Health Morgans community benefit and other investments, encompassing its total community investment, are included in the IU Health Community Benefit Report which is prepared on behalf of and includes IU Health and its related hospital entities in the State of Indiana. The IU Health Community Benefit Report is made available to the public on IU Healths website at http://iuhealth.org/communitybenefit/. The IU Health Community Benefit Report is also distributed to numerous key organizations throughout the State of Indiana in order to broadly share the IU Health Statewide Systems community benefit efforts. It is also available by request through the Indiana State Department of Health or IU Health.

Schedule H, Part I, Line 7, Column (c) - Total Communty 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 18.30%.

Schedule H, Part I, Line 7, Column (f) - Percent of Total Expense
The amount of bad debt expense subtracted for purposes of calculating the percentage of total expense on Line 7, column (f) is $685,266.

Schedule H, Part II - Promotion of Health in Communities Served
"IU Health Morgan is part of the IU Health Statewide System. The IU Health Statewide System participates in a variety of community-building activities that address the social determinants of health in the communities it serves through investments in economic development efforts across the state, collaboration with like-minded organizations through coalitions that address key issues, and advocacy for improvements in the health status of vulnerable populations. This includes making contributions to community-building activities by providing investments and resources to local community initiatives that addressed economic development, community support and workforce development. Several examples include IU Healths support of the following organizations and initiatives that focus on some of the root causes of health issues, such as lack of education, employment and poverty: - Metropolitan School District of Martinsville - Starfish Initiative - Early Learning Indiana - United Way of Morgan County Additionally, through the IU Health Statewide Systems team member community benefit service program, ""Strength That Cares"", team members across the state make a difference in the lives of thousands of Hoosiers every year."

Schedule H, Part III, Line 2 - Bad Debt Expense Methodology
The amount reported on line 2 as bad debt is reported at cost, as calculated using the cost to charge ratio methodology.

Schedule H, Part III, Line 4 - Bad Debt Expense
IU Health Morgan is a subsidiary in the consolidated financial statements of IU Health. IU Health's bad debt expense footnote is as follows: The provision for uncollectible accounts, for all payors, is recognized when services are provided based upon managements assessment of historical and expected net collections, taking into consideration business and economic conditions, changes and trends in health care coverage, and other collection indicators. Periodically, management assesses the adequacy of the allowance for uncollectible accounts based upon accounts receivable payor composition and aging, the significance of individual payors to outstanding accounts receivable balances, and historical write-off experience by payor category, as adjusted for collection indicators. The results of this review are then used to make any modifications to the provision for uncollectible accounts and the allowance for uncollectible accounts. In addition, the Indiana University Health System follows established guidelines for placing certain past due patient balances with collection agencies. Patient accounts that are uncollected, including those placed with collection agencies, are initially charged against the allowance for uncollectible accounts in accordance with collection policies of the Indiana University Health System and, in certain cases, are reclassified to charity care if deemed to otherwise meet financial assistance policies of the Indiana University Health System.

Schedule H, Part III, Line 8 - Medicare Shortfall
"The amount reported on Schedule H, Part III, Line 6 is calculated, in accordance with the Form 990 instructions, using ""allowable costs"" from the IU Health Morgan Medicare Cost Report. ""Allowable costs"" for Medicare Cost Report purposes, however, are not reflective of all costs associated with IU Health Morgans 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 Morgans participation in Medicare programs would significantly increase the Medicare shortfall reported on Schedule H, Part III, Line 7. IU Health Morgan'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 Morgan accepts all Medicare patients knowing that there may be shortfalls; therefore it has taken the position that any shortfall should be counted as part of its community benefit. Additionally, it is implied in Internal Revenue Service Revenue Ruling 69-545 that treating Medicare patients is a community benefit. Revenue Ruling 69-545, which established the community benefit standard for nonprofit hospitals, states that if a hospital serves patients with governmental health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community."

Schedule H, Part III, Line 9b - Written Debt Collection Policy
"IU Health Morgans FAP and Bad Debt Referral Policy describe the collection practices applicable to patients, including those who may qualify for financial assistance. 1. Financial Assistance Application Patients or their guarantors wishing to apply for Financial Assistance must submit a Financial Assistance Application within twenty-one (21) days of receiving their first billing statement from IU Health Morgan. Individuals other than the patient, such as the patients physician, family members, community or religious groups, social services or hospital personnel may request a Financial Assistance Application to be mailed to a patients primary mailing address free of charge. IU Health Morgan keeps all applications and supporting documentation confidential. 2. Eligibility Determination IU Health Morgan informs patients or guarantors of the results of their application by providing the patient or guarantor with a Financial Assistance Determination within ninety (90) days of receiving a completed Application and all requested documentation. If a patient or guarantor is granted less than full assistance and the patient or guarantor provides additional information for reconsideration, Revenue Cycle Services may amend a prior Financial Assistance Determination. If a patient or guarantor seeks to appeal the Financial Assistance Determination further, a written request may be submitted, along with the supporting documentation, to the Financial Assistance Committee for additional review/reconsideration. All decisions of the Financial Assistance Committee are final. A patients Financial Assistance Application and eligibility determination will remain in effect for three-hundred-sixty-five (365) days from the date of receipt of a completed application. 3. Extraordinary Collection Actions IU Health Morgan only implements its ""Bad Debt Referral Policyother Extraordinary Collection Action after it has made reasonable efforts to determine whether the patient account is eligible for assistance under its FAP. When it is necessary to engage in such action, IU Health Morgan, and its contracted third parties, will engage in fair, respectful and transparent collections activities. Patients or guarantors who have not applied for Financial Assistance and whose accounts have been engaged in Extraordinary Collection Actions may request Financial Assistance, complete an Application with requested documentation, and be considered for a reduction in their bill if it is within the two-hundred-forty (240) days of receiving their first billing statement. IU Health Morgan may also suspend collection activity on an account while an Application is being processed and considered. IU Health Morgan and its collection agencies will not provide assistance after an account has entered into legal proceedings without first obtaining written consent from its Financial Assistance Committee. The award of Financial Assistance may be subject to successful completion of a payment plan. In the event a patient or guarantor who is receiving Financial Assistance fails to complete the terms of their payment plan, IU Health Morgan reserves the right to submit the unadjusted account balance, less any amount previously paid by the patient, to an Extraordinary Collection Action."

Schedule H, Part VI, Line 2 - Needs Assessment
Communities are multifaceted and so are their health needs. IU Health Morgan understands that the health of individuals and communities are shaped by various social and environmental factors, along with health behaviors and additional influences. IU Health Morgan assesses the health care needs of the communities it serves by conducting a CHNA. This assessment includes collaboration with other community organizations such as the Morgan County Health Department, the Indiana State Department of Health, the Centers for Disease Control and Prevention and the United Way of Central Indiana. After completion of the CHNA, IU Health Morgan reviewed the information gathered from community leader focus groups, community input surveys and statistical data. The needs identified were analyzed and ranked using the Hanlon method of prioritization to determine the prevalence and severity of community health needs and which ones were most critical. Additionally, the effectiveness of an intervention for each need and IU Health Morgans ability to impact positive change was evaluated.

Schedule H, Part VI, Line 3 - Patient Education of Eligibility for Assist.
IU Health Morgan is committed to serving the healthcare needs of all of its patients regardless of their ability to pay for such services. To assist in meeting those needs, IU Health Morgan has adopted a Financial Assistance Policy that provides Financial Assistance to eligible patients receiving Emergency or Medically-Necessary Services. This policy was developed and is utilized to determine a patients financial ability to pay for services. IU Health Morgan goes to great lengths to publicize its financial assistance policy and ensure that patients know they will be treated regardless of their ability to pay. IU Health Morgan shares financial assistance information with patients throughout their entire episode of care and beyond including the admissions process, billing process, and online. 1. Admissions Process IU Health Morgan educates all patient facing team members on its Financial Assistance Policy and the process for referring patients to the program. During the admissions process, opportunities for financial assistance are discussed with patients who are identified as self-pay (uninsured) or if they request assistance information. The patient is also provided with an Admissions Packet that outlines information regarding IU Health Morgans financial assistance program. Financial counselors are onsite to assist with financial concerns or questions during the patients stay. Patient Financial Services Customer Service representatives are also available after the patients stay to help patients apply for financial assistance, understand their bills, explain what they can expect during the billing process, accept payment (if needed), update their insurance or payor information, and update their address or other demographic information. 2. Billing Process IU Health Morgan includes a plain language summary of its Financial Assistance Policy with all patient bills and statements of services. The plain language summary includes contact information allowing patients the ability to request financial assistance. Additionally, a Financial Assistance Application is mailed to all IU Health Morgan patients with a patient balance due after insurance. IU Health Revenue Cycle Services representatives are available via telephone Monday through Friday, excluding major holidays, from 8 a.m. to 7 p.m. (Eastern Time) to address questions related to Financial Assistance. Customer Service team members will also mail paper applications to a patient at their request. 3. Online IU Health Morgans Financial Assistance Policy and Financial Assistance Application is available on its website at http://iuhealth.org/patients/my-iu-health/billing-services/financial-assis tance/. The website also includes contact information for customer service representatives to assist with the application process.

Schedule H, Part VI, Line 4 - Community Information
IU Health Morgan is located in Morgan County, a county located in central Indiana. Its service area counties include Morgan, Brown, Owen, Monroe, Marion, Johnson, Hendricks, and Putnam Counties. Morgan County includes ZIP codes within the towns of Martinsville, Mooresville, Paragon, Camby, Stilesville, Eminence, Brooklyn, Morgantown, Quincy, Gosport, and Monrovia. Based on the most recent Census Bureau (2010) statistics, Morgan Countys population is 68,894 persons with approximately 50.5% female and 49.5% male. Morgan Countys population estimates by race are 97.2% White, 1.1% Hispanic or Latino, 0.2% Black, 0.3% Asian, 0.2% American Indian or Alaska Native, and 1.0% persons reporting two or more races. Morgan County has relatively low levels of educational attainment. A high school degree is the level of education most have achieved, and the percentage of those with a high school degree has dropped 4% from 2000 to 2010 (45% to 41%). An additional 22% had some college, but no degree. As of 2010, 17% of the population had an associates or bachelors degree, and only 5% hold a graduate or professional degree.

Schedule H, Part VI, Line 5 - Promotion of Community Health
IU Health Morgans promotion of community health included the following highlights: - To encourage healthy habits, IU Health Morgan facilitated a health and safety fair for third-graders in the Martinsville School District. - During the popular Morgan County 4-H Fair, IU Health Morgan provided blood pressure, pulmonary function, and diabetes screenings. - IU Health Morgan provided education on breast health and screening mammography during Morgan Countys Fall Foliage Festival.

Schedule H, Part VI, Line 6 - Affiliated Health Care System
"IU Health Morgan is part of the IU Health Statewide System. The IU Health Statewide System is Indianas most comprehensive healthcare system. A unique partnership with the IU School of Medicine, one of the nations leading medical schools, gives patients access to innovative treatments and therapies. IU Health is comprised of hospitals, physicians and allied services dedicated to providing preeminent care throughout Indiana and beyond. National Recognition - Six hospitals designated as Magnet by the American Nurses Credentialing Center recognizing excellence in nursing care. - Ten clinical programs ranked among the top 50 national programs in U.S. News & World Reports 2015-16 edition of Americas Best Hospitals. - Ten out of ten specialty programs at Riley Hospital for Children at IU Health ranked among the top 50 childrens hospitals in the nation. Education and Research As an academic health center, IU Health works in partnership with the IU School of Medicine to train physicians, blending breakthrough research and treatments with the highest quality of patient care. Research conducted by IU School of Medicine faculty gives IU Health physicians and patients access to the most leading-edge and comprehensive treatment options. Collaborative Strategic Research Initiative Conceived by IU Health and the IU School of Medicine in 2012, the Strategic Research Initiative aims to enhance the institutions joint capabilities in fundamental scientific investigation, translational research and clinical trials targeting innovative treatments for disease. The two organizations committed to invest $150 million over five years to this new research collaboration. Established in 2013, the Center for Innovation and Implementation Science is partially supported by the Strategic Research Initiative. The new center, launched by the IU School of Medicine and the Indiana Clinical and Translational Sciences Institute, focuses on increasing efficacy and reducing costs at IU Health. With oversight of four specialized research and discovery units managed by IU School of Medicine researchers, the center will address problems with the potential to reduce costs or generate new revenue estimated at $5 million per year or more. IU Health Statewide System IU Health is a part of the IU Health Statewide System which continues to broaden its reach and positive impact throughout the state of Indiana. IU Health is Indianas most comprehensive academic health center and consists of IU Health Methodist Hospital, IU Health University Hospital, Riley Hospital for Children at IU Health, and IU Health Saxony Hospital. Other hospitals in the IU Health Statewide System include the following: - IU Health Arnett Hospital - IU Health Ball Memorial Hospital - IU Health Bedford Hospital - IU Health Blackford Hospital - IU Health Bloomington Hospital - IU Health Goshen Hospital - IUHLP Liquidation, Inc. f/k/a IU Health La Porte Hospital - IU Health Morgan - IU Health North Hospital - IU Health Paoli Hospital - IU Health Starke Hospital - IU Health Tipton Hospital - IU Health West Hospital - IU Health White Memorial Hospital Although each hospital in the IU Health Statewide System prepares and submits its own community benefits plan relative to the local community, the IU Health Statewide System considers its community benefit plan as part of an overall vision for strengthening Indianas overall health. A comprehensive community outreach strategy and community benefit plan is in place that encompasses the academic medical center downtown Indianapolis, suburban Indianapolis and statewide entities around priority areas that focus on health improvement efforts statewide. IU Health is keenly aware of the positive impact it can have on the communities of need in the state of Indiana by focusing on the most pressing needs in a systematic and strategic way. Some ways we address our community health priorities as a system include: IU Health Day of Service The annual IU Health Day of Service is a high-impact, one-day event aimed at engaging IU Health team members in activities that address an identified community need. Tackling the issue of obesity in the communities IU Health serves, the seventh annual Day of Service in 2015 focused on leaving behind key physical assets to help meet a statewide need for more venues for physical activity and recreation. During the 2015 Day of Service: - More than 2,200 team members and 6,000 volunteer hours were dedicated by IU Health team members - Created 3 miles of walking trails - Revitalized 18 parks and trailheads - Mounted 7 swing sets - Distributed hundreds of bicycles and bicycle helmets to elementary schools Kindergarten Countdown As one of IU Healths signature programs and collaboration with United Way, Kindergarten Countdown helps hundreds of soon-to-be kindergartners improve their readiness for school. In addition to providing health screenings and vaccinations to students, the program offers assistance to parents in registering their kindergartners for school. Kindergarten Countdown summer camps are designed to provide at-risk youngsters the basic skills they need to succeed in their first year of school. From ""Get Ready to Read"" pre- and post-tests, campers in the IU Health camps achieved a 21 percent average increase in scores from the beginning of the four-week camp to the end. The program also creates positive impact by increasing awareness of kindergarten readiness, improving parent engagement and strengthening relationships between volunteers and team members at hospitals, schools and community organizations. IU Health recognizes that in some cases we dont have all the expertise or resources to address the needs of the community and other organizations are better suited to tackle some of the specific needs of the community. IU Health, therefore, provided financial support to like-minded non-profit organizations that are working to improve the health of the community in our identified priorities of need. Clinical Research Clinical trials are conducted at the following IU Health partners: - Methodist Cancer Center Research Group - IU Simon Cancer Center - Methodist Research Institute - Indiana Clinical and Translational Sciences Institute (Indiana CTSI) - IU Health Arnett Clinical Research - IU Health Arnett Cancer Care - IU Health Goshen Center for Cancer Care - IU Health Ball Memorial Cancer Center - IU Health Ball Memorial Hospital - IU Health Bloomington Hospital - Riley Hospital for Children at IU Health Methodist Research Institute (""MRI"") The Biorepository at MRI, under IRB approval, collects human biological materials (blood, bone, tissue, urine) vital for medical research to provide the best way to study a variety of diseases and their potential treatments. Basic science researchers at MRI publish the results of their innovative grant-supported research in prestigious peer-reviewed journals. Their work has been recognized both nationally and internationally as they participate in system-wide collaborative efforts within IU Health as well as with the IU School of Medicine. Community Health Initiatives With investments in high-quality and impactful initiatives to address community health needs statewide; IU Health is helping Indiana residents improve their health and their quality of life. In 2015, IU Health impacted many people statewide through presentations, health risk screenings, health education programs, and additional health educational opportunities made available to the community, especially to our community members in the greatest need of such services. Examples of the types of programming and investment we make in community outreach areas include: Access to Healthcare One of the first steps to improved health outcomes is having access to healthcare resources. To show its commitment to providing affordable healthcare access, IU Health treats all patients regardless of their ability to pay. IU Health is also working to raise awareness and works to identify individuals within our communities that have barriers to care and connect these individuals with better access and consistency of healthcare resources to meet their needs. Some ways that these IU Health hospitals address Access to Healthcare include: - Public Assistance Enrollment - Veggies and Vaccines - Indiana University Student Outreach Clinic - Indianapolis Public Schools Student Athlete Physicals - Fishers Fire Department QR Code Magnet Program for Immediate Access to Patient Medical Records - Partnership for a Healthy Hamilton County Nutrition and Healthy Weight To improve the lifestyle of Indiana residents, IU Health has utilized innovative and best practice methods to attack obesity in our communities. IU Health is working to improve access to nutritious foods and physical activity in low-income neighborhoods, in addition to providing traditional health education and public advocacy efforts. With these initiatives, IU Health strives to prevent chronic diseases such as"