2023-05-10T13:50:36-05:00 2022-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-01-01 352026704 INDIANA RURAL HEALTH ASSOCIATION INDI 8124783919 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 CARA VEALE CEO 8124783919 2023-05-10 1 CARA VEALE 999009999 0 TYLER K GREENE CPA P00057872 3176334705 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARA VEALE 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 5014587 0 X WWW.INDIANARURALHEALTH.ORG X 1997 IN THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 21 21 35 22 0 0 4363578 4017795 741436 801853 79725 46120 -4123 13182 5180616 4878950 0 0 0 0 2261275 2162345 0 0 0 2267751 2518503 4529026 4680848 651590 198102 3388178 3577404 387054 488576 3001124 3088828 THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 0 0 4247503 420150 RURAL HEALTH SERVICES - THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF INDIANA RURAL CITIZENS. 202969 359603 INDIANA RURAL HEALTH CONFERENCE - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS RENEWED MOTIVATION TO TACKLE THEIR CHALLENGING JOBS. 4313 22100 INDIANA RURAL HEALTH PUBLIC POLICY FORUM - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS AN UNDERSTANDING OF LEGISLATIVE POLICIES AFFECTING RURAL HEALTH. 4454785 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X CARA VEALE 8124783919 2901 OHIO BLVD SUITE 240 TERRE HAUTE IN 47803 DANIEL HARDESTY PRESIDENT 2.00 X X 0 0 0 PERRY GAY PRESIDENT-ELECT 2.00 X X 0 0 0 TARA WILLIAMS TREASURER 2.00 X X 0 0 0 KATRINA NORRIS SECRETARY 2.00 X X 0 0 0 TARA HATFIELD PAST PRESIDENT 2.00 X X 0 0 0 TABITHA ARNETT BOARD MEMBER 2.00 X 0 0 0 JIM BOYER BOARD MEMBER 2.00 X 0 0 0 TRAVIS CLAPP BOARD MEMBER 2.00 X 0 0 0 MITZI DAFFRON BOARD MEMBER 2.00 X 0 0 0 ERIC FISH BOARD MEMBER 2.00 X 0 0 0 BEN HARVEY BOARD MEMBER 2.00 X 0 0 0 ANNE HAZLETT BOARD MEMBER TERM BEGAN MAY'22 2.00 X 0 0 0 MARGO KNEFELKAMP BOARD MEMBER 2.00 X 0 0 0 KAYUR PATEL BOARD MEMBER 2.00 X 0 0 0 TIMOTHY POHLMAN BOARD MEMBER 2.00 X 0 0 0 CHRISTINE SCHULTZ BOARD MEMER TERM BEGAN JUN'22 2.00 X 0 0 0 SCOTT SMITH BOARD MEMER TERM BEGAN JUN'22 2.00 X 0 0 0 SUSAN JO THOMAS BOARD MEMBER 2.00 X 0 0 0 ANDREW VANZEE BOARD MEMBER 2.00 X 0 0 0 MARK VONDERHEIT BOARD MEMBER 2.00 X 0 0 0 ANN VERMILION BOARD MEMBER 2.00 X 0 0 0 BRAD WILLKIE BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER KERN SECRETARY TERM ENDED JUN'22 2.00 X 0 0 0 CALVIN ROBERSON BOARD MEMBER TERM ENDED JUN'22 2.00 X 0 0 0 CARA VEALE CEO 40.00 X 142781 0 16214 LAURA CARLSON CHIEF OPERATING OFFICER 40.00 X 96149 0 26492 CHRISTINA ELLIOT SENIOR DIRECTOR 40.00 X 100301 0 2686 339231 0 45392 2 0 1 0 0 2394 3879113 136288 4017795 ANNUAL CONFERENCE 900099 359603 359603 MEMBERSHIP DUES 900099 298300 298300 PROGRAM FEES 900099 143950 143950 801853 33758 33758 137215 124853 12362 12362 12362 22915 2394 10784 12131 12131 MISCELLANEOUS REVENUE 900099 1051 1051 1051 4878950 801853 0 59302 X 281636 271396 10240 1625198 1581093 44105 15493 14930 563 100227 96583 3644 139791 134708 5083 4878 4686 192 30134 28950 1184 48877 46957 1920 13861 13316 545 1404287 1349114 55173 147819 142774 5045 137879 115260 22619 127317 121520 5797 107652 97636 10016 23493 22423 1070 3057 2752 305 ANNUAL CONFERENCE 202969 193729 9240 GRANT/PROGRAM EXPENSE 150527 134142 16385 DUES & SUB. 91989 82816 9173 23764 23764 4680848 4454785 226063 0 1053300 1234891 396977 409078 74530 50482 28658 16242 281007 219443 70534 61564 1764179 1686040 0 119107 3388178 3577404 94412 228423 167642 141571 125000 118582 387054 488576 X 3001124 3088828 3001124 3088828 3388178 3577404 198102 -110398 0 X X 0 1 X 1 1 1 X 1631314 2817043 3840113 4363578 4017795 16669843 1631314 2817043 3840113 4363578 4017795 16669843 16669843 19732 20402 21745 20191 45889 127959 2144 1350 10658 651 1051 15854 16813656 3408267 0.99140 0.99180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 2,144. 2019 AMOUNT: $ 1,350. 2020 AMOUNT: $ 10,658. 2021 AMOUNT: $ 651. 2022 AMOUNT: $ 1,051. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 48877 48877 0 PART II-B, LINE 1: IRHA CONTRACTED WITH BARNES & THORNBURG TO LOBBY ON THE BEHALF OF THE ASSOCIATION FROM JANUARY THRU MARCH OF 2022, FOR A TOTAL OF $23,048. THE CONTRACT WAS TERMINATED IN MARCH 2022. IN MAY OF 2022, IRHA CONTRACTED WITH KRIEG DEVAULT TO LOBBY ON BEHALF OF THE ASSOCIATION. THEY RECEIVED $25,829 IN COMPENSATION FOR LOBBYING EFFORTS IN 2022. 281007 219443 61564 61564 OPERATING LEASE LIABILITIES 118582 118582 X 4754969 -110398 -110398 4865367 13861 -278 13583 4878950 4667265 278 278 4666987 13861 13861 4680848 PART X, LINE 2: THE ASSOCIATION IS ORGANIZED AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. AS SUCH, THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. HOWEVER, THE ASSOCIATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ASSOCIATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THEY 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 HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION HAS FILED ITS FEDERAL FORM 990 TAX RETURNS THROUGH DECEMBER 31, 2021. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -278. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 278. GOLF OUTING 19060 2394 16666 230 6520 160 3596 IRHA SILENT AUCTION 6249 6249 278 25309 2394 22915 230 6520 160 3874 10784 12131 X X 0 0 0 0 0 0 0 0 0 CARA VEALE CEO 142781 0 0 0 0 0 2769 0 13445 0 158995 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE BOARD SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT, AND AT LEAST TWO (2) BOARD MEMBERS AT THE DISCRETION OF THE PRESIDENT. THEY SHALL MEET REGULARLY AND WHEN REQUESTED BY ANY TWO (2) MEMBERS OF THE EXECUTIVE BOARD. THE PURPOSE OF THE EXECUTIVE BOARD IS TO CARRY OUT THE ADMINISTRATIVE ACTIVITIES OF THE ORGANIZATION AND TO MAKE DECISIONS THAT CANNOT BE POSTPONED UNTIL THE REGULAR MEETING OF THE BOARD OF DIRECTORS. WHEN NECESSARY, THE EXECUTIVE BOARD WILL CREATE AN AD-HOC COMMITTEE TO REVIEW AND SUGGEST REVISIONS TO THE ASSOCIATION'S BYLAWS. THE SECRETARY SHALL KEEP MINUTES OF EACH MEETING OF THE EXECUTIVE BOARD AND SHALL PRESENT AND FILE SUCH MINUTES WITH THE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDIANA RURAL HEALTH ASSOCIATION'S BOARD OF DIRECTORS EMPOWER THE CEO TO REVIEW AND RECONCILE THE 990 WITH THE AUDITED FINANCIAL STATEMENTS. A COPY OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE INDIANA RURAL HEALTH ASSOCIATION BOARD OF DIRECTORS, THE CONFLICT OF INTEREST STATEMENT AND FORMS ARE DISTRIBUTED TO ALL BOARD MEMBERS. THE SIGNED FORMS ARE COLLECTED AND KEPT IN THE IRHA OFFICE. THE FORMS ARE TAKEN TO EACH BOARD MEETING IN CASE THEY NEED TO BE REFERRED TO. THE CEO CONTINUALLY REVIEWS THE CONFLICT OF INTERET FORMS AND LOOKS FOR CONFLICT/DISCLOSURES. IF A CONFLICT SHOULD ARISE, THE CEO AND BOARD PRESIDENT DISCUSS THE POTENTIAL CONFLICT(S) WITH THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION INCLUDES REVIEWING THE MIDWEST REGION ASSOCIATION'S SALARY SURVEY FOR SALARY COMPENSATION, WHICH IS SHARED WITH IRHA BY THE NRHA. THE ORGANIZATION'S BOARD OF DIRECTORS THEN DETERMINES AND APPROVES THE CEO'S COMPENSATION. THE BOARD OF DIRECTORS ALSO APPROVES THE OVERALL COMPENSATION BUDGET FOR ALL OTHER IRHA EMPLOYEES. THE APPROVED BUDGETED AMOUNT IS THEN DISPERSED AMONG ALL STAFF BASED ON THEIR ANNUAL PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 IRHA'S GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,349,114. MANAGEMENT AND GENERAL EXPENSES 55,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,404,287. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S EXECUTIVE COMMITEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.