2025-10-14T09:48:51-05:00 2024-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-01-01 350988753 INDIANA HOSPITAL ASSOCIATION INC INDI 3176334870 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 TERRY COLE SENIOR VICE PRESIDENT, FINANCE 3176334870 2025-10-14 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2025-10-14 2024 2025-03-06 01:10:19Z TERRY COLE 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 12477961 0 X WWW.IHACONNECT.ORG X 1938 IN THE MISSION OF INDIANA HOSPITAL ASSOCIATION, INC. IS TO PROVIDE LEADERSHIP, REPRESENTATION, AND SERVICES IN THE COMMON BEST INTERESTS OF ITS MEMBERS AS THEY PROMOTE THE IMPROVEMENT OF COMMUNITY HEALTH STATUS. 34 32 33 32 1064539 475781 1833342 2566171 7932965 8172803 150732 240320 1813534 1498667 11730573 12477961 46250 57985 0 0 6040231 6839581 0 0 0 5568816 6548946 11655297 13446512 75276 -968551 16820176 17045183 5217415 5265595 11602761 11779588 X THE MISSION OF INDIANA HOSPITAL ASSOCIATION, INC. IS TO PROVIDE LEADERSHIP, REPRESENTATION, AND SERVICES IN THE COMMON BEST INTERESTS OF ITS MEMBERS AS THEY PROMOTE THE IMPROVEMENT OF COMMUNITY HEALTH STATUS. 0 0 DATA - MEMBER HOSPITALS, LAWMAKERS AND THE MEDIA ALL DEPEND ON IHA FOR DESCRIPTIVE AGGREGATE STATISTICS. IHA PREPARES PATIENT DISCHARGE STUDIES, AMBULATORY SURGERY STUDIES, AND TREND REPORTS THAT ENABLE HOSPITALS TO COMPARE LOCAL EXPERIENCES WITH NATIONAL AND STATE STATISTICS. EDUCATION - IHA PROVIDES MEMBERS WITH WEEKLY MAILINGS OF CURRENT IHA NEWS ITEMS, REGULATORY REPORTS, AND EDUCATIONAL OPPORTUNITIES. ALSO, IHA SPONSORS SEVERAL EDUCATIONAL MEETINGS THROUGHOUT THE YEAR. IHA HOSTS AN ANNUAL MEETING FOR HOSPITAL MEMBERS AND AFFILIATED SOCIETIES. ADVOCACY - IHA PROVIDES A BROAD ARRAY OF ADVOCACY SERVICES TO ASSIST THE INDUSTRY AND TO HELP MEMBERS TO COMPLY WITH FEDERAL AND STATE REGULATIONS. MEMBERS REGULARLY RECEIVE BULLETINS ON NATIONAL AND STATE REGULATORY ISSUES. IHA INTERPRETS PROPOSED AND FINAL REGULATIONS, AND ADVISES MEMBERS ON HOW TO COMPLY. FINANCIAL - TO BETTER ENSURE ADEQUATE FINANCIAL DATA FOR MEMBERS, IHA COMMUNICATES AND INTERPRETS FINANCIAL DATA FOR EXISTING MEMBERS FOR REGULATORY CHANGES AND UPDATES PROGRAMS AND OTHER SERVICES TO ITS MEMBERS. 0 1 0 1 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 35 0 1 33 1 1 1 0 0 0 1 1 0 1 0 X 34 32 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 IN X TERRY COLE 3176334870 500 N MERIDIAN STREET 250 INDIANAPOLIS IN 46204 BRIAN C TABOR PRESIDENT (PARTIAL TERM) 37.50 3.00 X X 1280983 0 45333 SCOTT TITTLE PRESIDENT 37.50 3.00 X X 66055 0 3420 STEVEN M HOLMAN CHAIRMAN 2.00 1.00 X X 0 0 0 SHAWN MCCOY CHAIRMAN-ELECT 2.00 1.00 X X 0 0 0 CAROL DOZIER PAST CHAIRMAN 2.00 1.00 X X 0 0 0 JAMES CALLAGHAN III MD SECRETARY/TREASURER 2.00 1.00 X X 0 0 0 THOMAS CASSADY JR DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JASON FAHRLANDER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DONALD P FESKO DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 KEVIN SPEER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 STEPHANIE HILTON-SIEBERT DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 CHRIS KARAM DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 STEVEN LONG DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DAN PAROD DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JOHN RYAN DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 JANICE RYBA DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MIKE SCHROYER DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 MARK MEDLEY DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 GREG JOHNSON DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 DEAN MAZZONI DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 BRIAN RING DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 LARRY TRACY DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 ERIC FISH MD DIRECTOR AT LARGE 2.00 0.00 X 0 0 0 BRIAN SHOCKNEY DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 MICHELLE FRANKLIN DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 STEVE JAROSINSKI DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 SCOTT SMITH MD DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 MATT DOYLE DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 LIZ LEISING DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 BLAKE BUNNER DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 DR LISA CLUNIE DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 RANDY CHRISTOPHEL DISTRICT PRESIDENT 2.00 0.00 X 0 0 0 BRAD SMITH AHA DELEGATE 2.00 0.00 X 0 0 0 ROBERT D MCLIN AHA DELEGATE 2.00 0.00 X 0 0 0 TERRY COLE SENIOR VP FINANCE 37.50 3.00 X 389413 0 73721 BLAKE DYE INTERIM PRESIDENT (PARTIAL TERM) 40.00 0.00 X 372000 0 0 MATTHEW BROWNING SENIOR VP MEMBER SOLUTIONS 37.50 3.00 X 277690 0 65553 LAURA MCCAFFREY VP PUBLIC AFFAIRS AND COMMUNICATIONS 37.50 3.00 X 215249 0 37091 ANDREW VANZEE VP REGULATORY & OPERATIONS 37.50 3.00 X 226778 0 54484 LAURA BROWN DEPUTY GENERAL COUNSEL 37.50 3.00 X 285591 0 47786 KARIN KENNEDY VP QUALITY AND PATIENT SAF 37.50 3.00 X 217936 0 64672 3331695 0 392060 18 0 1 0 HALL RENDER KILLIAN HEATH & LYMAN P PO BOX 714570 CINCINNATI OH 452714570 LEGAL & LEGISLATIVE SERVICES 736864 HEALTH MANAGEMENT ASSOCIATES INC 2501 WOODLAKE CIRCLE STE 100 OKEMOS MI 48864 STRATEGIC ADVISING SERVICES 298764 NARRATIVE STRATEGIES 1400 L STREET STE 500 WASHINGTON DC 20005 LEGISLATIVE & COMMUNICATION SERVICES 296109 BLUE & CO LLC 500 NORTH MERIDIAN ST STE 200 INDIANAPOLIS IN 46204 LEGISLATIVE & ACCOUNTING SERVICES 234281 4 2566171 2566171 DUES & ASSESSMENTS 900099 7140440 7140440 DATA SERVICES AND RELATED FEES 900099 672718 672718 EDUCATIONAL PROGRAMS 900099 359645 359645 8172803 240320 240320 IHA SOLUTIONS 900099 968384 968384 CORPORATE SPONSORS 541860 141833 35760 106073 EVENT SPONSOR 900099 69000 58605 10395 319450 10962 50000 258488 1498667 12477961 8242370 1064539 604881 X 57985 2240926 3415832 348381 522209 312233 77582 46225 63474 1881705 64301 98542 269643 183895 129171 32723 EDUCATION PROGRAM EXPEN 1994175 DATA SERVICES 1086511 PUBLIC RELATIONS 447543 TAXES 131275 42181 13446512 755149 1026953 1462407 1050613 473296 685274 759232 542675 208727 200751 2587649 992064 1565171 1595585 11596194 11934597 0 8735 16820176 17045183 1595017 1394649 103233 226316 2242475 2554466 1276690 1090164 5217415 5265595 X 11602761 11779588 11602761 11779588 16820176 17045183 -968551 1145378 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7140440 202335 202335 1205306 -1002971 0 1 X 229549 153594 75955 2358100 838470 1519630 1595585 ROU LEASE LIABILITY 1090164 1090164 X PART IV, LINE 2B: IHA HOLDS FUNDS FOR SOCIETIES WHICH SUPPORT THE GOALS OF IHA, HAVE MEMBERS WITH POSITIONS THAT ARE HOSPITAL OR HEALTH CARE RELATED AND REPRESENT A PROFESSIONAL FUNCTION; AND, WHOSE MEMBERSHIP IS STATEWIDE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION OR FOUNDATION HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION AND FOUNDATION ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 FRIENDS OF INDIANA HOSPITALS PAC 500 N MERIDIAN ST STE 250 INDIANAPOLIS IN 46204 351620610 IRC 527 10000 0 FMV GENERAL CONTRIBUTION HOOSIERS FOR OPPOTUNITY PROSPERITY AND ENTERPRISE INC 1 SOUTH SIXTH ST TERRE HAUTE IN 47807 932422538 501C4 10000 0 FMV GENERAL CONTRIBUTION INDIANA RURAL HEALTH ASSOCIATION 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 352026704 501C3 5050 0 FMV GENERAL CONTRIBUTION 1 2 PART I, LINE 2: ALL CONTRIBUTIONS WERE MADE TO PUBLIC CHARITIES OR RELATED ENTITIES FOR GENERAL SUPPORT. IHA DOES NOT MONITOR THE USE OF THESE FUNDS BY THESE PUBLIC CHARITIES. X 1 1 X X X 1 1 0 BRIAN C TABOR PRESIDENT (PARTIAL TERM) 376812 0 0 0 904171 0 44260 0 1073 0 1326316 0 0 0 TERRY COLE SENIOR VP FINANCE 389413 0 0 0 0 0 44260 0 29461 0 463134 0 0 0 BLAKE DYE INTERIM PRESIDENT (PARTIAL TERM) 372000 0 0 0 0 0 0 0 0 0 372000 0 0 0 MATTHEW BROWNING SENIOR VP MEMBER SOLUTIONS 277690 0 0 0 0 0 35191 0 30362 0 343243 0 0 0 LAURA BROWN DEPUTY GENERAL COUNSEL 285591 0 0 0 0 0 35768 0 12018 0 333377 0 0 0 KARIN KENNEDY VP QUALITY AND PATIENT SAF 217936 0 0 0 0 0 27211 0 37461 0 282608 0 0 0 ANDREW VANZEE VP REGULATORY & OPERATIONS 226778 0 0 0 0 0 27923 0 26561 0 281262 0 0 0 LAURA MCCAFFREY VP PUBLIC AFFAIRS AND COMMUNICATIONS 215249 0 0 0 0 0 25656 0 11435 0 252340 0 0 0 PART I, LINE 1A THE PRESIDENT'S SOCIAL CLUB DUES WERE PAID FOR BY IHA; THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION TO THE INDIVIDUAL. PART I, LINES 4A-B BRIAN TABOR RECEIVED SEVERANCE PAY IN THE AMOUNT OF $699,700 FOR 2024. BRIAN TABOR PARTICIPATED IN A 457F SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. TAXABLE COMPENSATION WAS RECOGNIZED DURING THE YEAR IN WHICH A PAYMENT IS MADE. HIS COMPENSATION FOR 2024 INCLUDES A DEFERRED PAYOUT OF $23,759 WHICH ALSO INCLUDES INTEREST. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION'S MEMBERSHIPS CONSISTS OF 2 TYPES: TYPE 1 MEMBERSHIPS INCLUDE HOSPITALS WHICH ARE LICENSED OR DEFINED AS HOSPITALS UNDER INDIANA LAW, MULTI-HOSPITAL SYSTEMS, ORGANIZATIONS OR DELIVERY ENTITIES WHICH HAVE EFFECTIVE LEGAL CONTROL OF ONE OR MORE HOSPITALS, OR COMMUNITY MENTAL HEALTH CENTERS DEFINED UNDER STATE LAW. TYPE II MEMBERSHIPS INCLUDE FREE-STANDING HEALTH CARE PROVIDER ORGANIZATIONS OR ENTITIES, OTHER THAN HOSPITALS, THAT PROVIDE AMBULATORY, PREVENTIVE, REHABILITATIVE, SPECIALTY, POST-ACUTE, OR CONTINUING DIRECT PATIENT CARE. ONLY TYPE 1 MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A REVIEW BY THE FINANCE OFFICER OF IHA. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS MONITORED AND COMPLIANCE ENFORCED. THE SCOPE OF THIS POLICY INCLUDES THE BOARD MEMBERS AND MANAGEMENT OF THE ASSOCIATION. THE BOARD MEMBERS AND MANAGEMENT OF THE ASSOCIATION ARE REQUIRED TO PROVIDE A CONFLICT OF INTEREST DISCLOSURE REPORT WHICH IS REVIEWED BY THE ASSOCIATION'S GENERAL LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: CEO COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE USING SURVEY INFORMATION OBTAINED FROM OTHER STATE HOSPITAL ASSOCIATIONS AND CURRENT MARKET CONDITIONS. THIS PROCESS IS PERFORMED ANNUALLY. LINE 15B: OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS SET BASED ON A REVIEW OF SURVEY INFORMATION OBTAINED FROM OTHER STATE HOSPITAL ASSOCIATIONS, AS WELL AS A VOLUNTARY SURVEY OF INDIANA HOSPITALS CONDUCTED BY IHA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING 1,218,141. PURCHASED SERVICES 663,564. IHA SOLUTIONS LLC 500 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 472176624 HOSPITAL MEMBER CENTRALIZED SERVICES IN 968384 4507016 INDIANA HOSPITAL ASSOCIATION INC IHA HOSPITAL ASSISTANCE FOUNDATION INC 500 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 455573749 SUPPORT THE IMPROVEMENT OF CARE AND TREATMENT OF INDIANA HOSPITAL PATIENTS IN 501(C)(3) LINE 7 INDIANA HOSPITAL ASSOCIATION 1 INDIANA HEALTH INFORMATION EXCHANGE INC 846 N SENATE AVENUE NO 300 INDIANAPOLIS IN 46202 364550324 USE INFORMATION TECHNOLOGY TO SUPPORT HEALTH CARE PROVIDERS IN 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0