2023-11-10T10:25:14-06:00 2022-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-01-01 350869064 VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC VISI 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 LYNN A MORALES FINANCE DIRECTOR 8122327611 2023-11-10 1 LYNN MORALES 999009999 0 TYLER K GREENE CPA P00057872 3176334705 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRUDY RUPSKA 400 8TH AVENUE TERRE HAUTE IN 47804 10903473 0 X WWW.MYHOSPICEVNA.ORG X 1916 IN PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY. 16 12 152 42 0 0 174611 152448 9404926 8861471 66290 35545 15800 108614 9661627 9158078 0 0 0 0 7120667 7829858 0 0 21215 2141131 2291806 9261798 10121664 399829 -963586 8435960 7594023 583021 1226616 7852939 6367407 X PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY...OUR PASSION, OUR PROMISE, OUR PRIVILEGE 0 0 4105575 5250139 THE ORGANIZATION PROVIDES PHYSICIAN-DRIVEN SKILLED NURSING CARE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES AND HOME HEALTH AIDE SERVICES TO THE RESIDENTS OF VIGO AND SURROUNDING COUNTIES IN INDIANA. DURING THE YEAR, 28,832 HOME HEALTH CARE VISITS WERE MADE TO 1,610 PATIENTS WITH APPROXIMATELY 55% COMPRISED OF MEDICARE AND MEDICAID SERVICES. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. THESE PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 2056347 2783574 THE ORGANIZATION PROVIDES HOSPICE CARE AND SUPPORT TO TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 17,675 DAYS OF SERVICES WERE PROVIDED TO 258 PATIENTS DURING THE PERIOD FROM JANUARY 1, 2022 TO DECEMBER 31, 2022. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 98% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 912164 802286 THE ORGANIZATION ALSO PROVIDES IN-PATIENT HOSPICE CARE AND SUPPORT FOR PATIENTS THAT MEET THE MEDICARE GENERAL-IN-PATIENT (GIP) CRITERIA AND CAN NO LONGER BE CARED FOR IN THEIR HOMES. THIS SUPPORT IS PROVIDED TO THE TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 747 DAYS OF SERVICES WERE PROVIDED TO 214 PATIENTS DURING THE PERIOD FROM JANUARY 1, 2022 TO DECEMBER 31, 2022. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 87% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. ADDITIONAL SUPPORT WAS PROVIDED BY UNION HEALTH FOUNDATION THROUGH CAPITAL CAMPAIGN CONTRIBUTIONS MADE WITH FUNDRAISING PROCEEDS.COMMUNITY HOSPICE AGENCIES ARE CONTRACTED TO USE OUR IN-PATIENT FACILITY. 251 DAYS OF SERVICE WERE PROVIDED TO 64 OF THESE PATIENTS. 7074086 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 3 0 1 152 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 12 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X LYNN MORALES 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 GREG GIBSON CHAIR 1.00 0.00 X X 0 0 0 DON IRELAND VICE CHAIR 1.00 0.00 X X 0 0 0 B CURTIS WILKINSON SECRETARY 1.00 0.00 X X 0 0 0 DON SCOTT JR TREASURER 1.00 4.00 X X 0 0 0 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 655804 39097 CAROL MYERS ASST. SECRETARY 1.00 0.00 X X 0 0 0 BECKY BUSE DIRECTOR 1.00 0.00 X 0 0 0 KAREN DYER DIRECTOR 1.00 0.00 X 0 0 0 JOEL HARBAUGH UNION HOSPITAL FOUNDATION 1.00 40.00 X 188208 0 26755 TROY HELMAN DIRECTOR 1.00 1.00 X 0 0 0 DERRI LEWELLYN DIRECTOR 1.00 0.00 X 0 0 0 TOM MILLER DIRECTOR 1.00 0.00 X 0 0 0 JENNY NEWLIN DIRECTOR 1.00 0.00 X 0 0 0 JEFF SMITH DIRECTOR 1.00 0.00 X 0 0 0 RHONDA SMITH DIRECTOR 1.00 40.00 X 0 527648 24835 TRUDY RUPSKA PRESIDENT/CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 152916 0 3475 LYNN MORALES FINANCE DIRECTOR 40.00 0.00 X 110853 0 7454 KARINA WALLACE CLINICAL DIRECTOR 40.00 0.00 X 115931 0 3344 AMY MCHENRY REGULATORY DIRECTOR 40.00 0.00 X 96529 0 16281 TRACY RIPPY BUSINESS DEV. DIRECTOR 40.00 0.00 X 90502 0 10132 KIM STREETER HR & IT DIRECTOR 40.00 0.00 X 94544 0 12122 SUSAN TURNER-COOPER CLINICAL DIRECTOR 40.00 0.00 X 120785 0 8083 KIM WELKER PHYSICAL THERAPIST 40.00 0.00 X 229349 0 6756 EWA GASIOROWSKI PHYSICAL THERAPIST 40.00 0.00 X 109392 0 12778 EARL EVIDENTE PHYSICAL THERAPIST 40.00 0.00 X 141749 0 13357 1450758 1183452 184469 11 0 1 0 0 152448 152448 NET PATIENT SERVICE REVENUE 621610 8861471 8861471 8861471 47828 47828 1691017 1703300 -12283 -12283 -12283 101209 42095 59114 59114 MISC. INCOME 456199 47361 47361 FLU CLINICS REVENUE 456110 2139 2139 49500 9158078 8910971 0 94659 593929 593929 5393225 4446902 925686 20637 127487 82741 44746 1200709 348019 852690 514508 333923 180585 1027 711 316 19200 13291 5909 325100 225047 100053 43892 29267 14625 139564 93061 46503 287031 198694 88337 292424 194988 97436 218977 215761 2638 578 54371 36254 18117 19597 13067 6530 90788 88787 2001 45595 30403 15192 PATIENT EXPENSES 628803 628803 LEASE AMORTIZATION EXPE 97329 78493 18836 DUES & SUBSCRIPTIONS 18620 12416 6204 GRANT EXPENSE 5186 3458 1728 4302 4302 10121664 7074086 3026363 21215 100 100 2467658 1723691 1341903 1324636 3500 6789 113468 82826 2491904 1376733 1200737 1115171 2977481 2485672 331113 855138 8435960 7594023 455192 475472 127829 142097 0 609047 583021 1226616 X 7493966 6066071 358973 301336 7852939 6367407 8435960 7594023 -963586 -521946 0 X X 0 1 X 1 0 X 538141 111924 1860590 174611 152448 2837714 8032857 8369669 9246297 9404926 8861471 43915220 8570998 8481593 11106887 9579537 9013919 46752934 29300 38070 45271 65000 177641 0 29300 38070 45271 65000 177641 46575293 54820 31801 39150 46936 47828 220535 54820 31801 39150 46936 47828 220535 11303 14935 933 1795 49500 78466 8637121 8528329 11146970 9628268 9111247 47051935 0.98990 0.98610 0.00470 0.00470 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FLU CLINIC - 2018 AMOUNT: $ 3,060. 2019 AMOUNT: $ 3,880. 2020 AMOUNT: $ 375. 2021 AMOUNT: $ 1,381. 2022 AMOUNT: $ 2,139. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 8,243. 2019 AMOUNT: $ 11,055. 2020 AMOUNT: $ 558. 2021 AMOUNT: $ 414. 2022 AMOUNT: $ 47,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1518 1518 0 PART II-B, LINE 1: PORTION OF DUES PAID TO NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION (NHPCO) AND INDIANA ASSOCIATION FOR HOME HOSPICE CARE (IAHHC) ARE ATTRIBUTED TO LOBBYING EXPENSES. 358973 3490 61127 301336 354375 7974 3376 358973 454812 4820 105257 354375 717208 5959 268355 454812 1122963 265276 671031 717208 0.00000 0.00000 1.00000 0 0 1320494 337146 983348 1171410 1039587 131823 1115171 RIGHT-OF-USE OPERATING LEASE ASSET 579966 INTEREST IN NET ASSETS OF UNION HOS 275172 855138 OPERATING LEASE LIABILITY CURRENT 89499 OPERATING LEASE LIABILITY NONCURRENT 459041 FINANCE LEASE LIABILITY CURRENT 12293 FINANCE LEASE LIABILITY NONCURRENT 48214 609047 X PART V, LINE 4: THE ORGANIZATION REPORTS ITS FINANCIAL POSITION AND ACTIVITIES WITH TEMPORARILY RESTRICTED NET ASSETS, WHICH REPRESENT NET ASSETS THAT ARE RESTRICTED BY THE DONOR, GRANTOR, OR OTHER OUTSIDE PARTY FOR A SPECIFIC PURPOSE OR SUBJECT TO THE PASSAGE OF TIME. WHEN A RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME OR PURPOSE RESTRICTION IS ACCOMPLISHED, TEMPORARILY RESTRICTED NET ASSETS ARE RECLASSIFIED TO UNRESTRICTED NET ASSETS AND REPORTED IN THE STATEMENT OF OPERATIONS AS "NET ASSETS RELEASED FROM RESTRICTIONS." DURING THE YEAR TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE FOR THE PURPOSES OF BEREAVEMENT SUPPORT, CAPITAL IMPROVEMENTS, AND OTHER. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS 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 CORPORATION, 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 CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TAX YEARS RELATED TO PREVIOUS YEARS ENDED DECEMBER 31, 2021 AND 2020, ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. HOSPICE HOLIDAY CELEBRATION 70690 70690 18566 298 6028 TULIPS 15504 15504 12591 2 15015 15015 4612 101209 101209 18566 298 23231 42095 59114 X X 0 0 0 0 0 0 0 0 0 MATTHEW NEALON ASST. TREASURER 0 475770 0 174638 0 5396 0 13650 0 25447 0 694901 0 0 RHONDA SMITH DIRECTOR 0 345615 0 99600 0 82433 0 15600 0 9235 0 552483 0 0 KIM WELKER PHYSICAL THERAPIST 229349 0 0 0 0 0 6594 0 162 0 236105 0 0 0 JOEL HARBAUGH UNION HOSPITAL FOUNDATION 188208 0 0 0 0 0 14806 0 11949 0 214963 0 0 0 TRUDY RUPSKA PRESIDENT/CHIEF EXECUTIVE OFFICER 152916 0 0 0 0 0 3313 0 162 0 156391 0 0 0 EARL EVIDENTE PHYSICAL THERAPIST 141749 0 0 0 0 0 4149 0 9208 0 155106 0 0 0 SYCAMORE INSURANCE ASSOCIATION BOARD MEMBER FOR THE ORGANIZATION, DON SCOTT, IS AN OFFICER AND OWNER 857404 SYCAMORE INSURANCE PROVIDES INSURANCE PRODUCTS TO THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE ORGANIZATION HAS ONE SOLE MEMBER THAT IS UNION FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW BY THE ORGANIZATION'S FINANCE DIRECTOR AND FINANCE COMMITTEE. THE GOVERNING BODY RECEIVES AN ELECTRONIC COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW AND APPROVE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, THE POLICY IS PRESENTED TO THE BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THE REGULATORY DIRECTOR IS RESPONSIBLE FOR DISTRIBUTION, COLLECTION AND STORAGE OF THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS. THIS POLICY COVERS ALL STAFF AND ALL BOARD MEMBERS AND ANY CONFLICTS DISCLOSED ARE REVIEWED/RESEARCHED BY THE REGULATORY DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS AS THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES COMPENSATION BY REFERENCE TO SIMILAR POSITIONS IN THE LOCAL MEDICAL FIELD. THE BOARD OF DIRECTORS OF THE ORGANIZATION ANNUALLY APPROVES THE EMPLOYMENT CONTRACT. ON AN ANNUAL BASIS, THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION MEETS WITH THE VARIOUS MANAGEMENT EMPLOYEES OF THE ORGANIZATION TO REVIEW THE PERFORMANCE OF EACH INDIVIDUAL AND TO DETERMINE IF GOALS HAVE BEEN MET. THE BOARD OF DIRECTORS APPROVES ANY ADJUSTMENT IN COMPENSATION TO THESE INDIVIDUALS. THE BOARD OF DIRECTORS CONSIDERS THE INDIANA HOSPITAL ASSOCIATION AND SAFE HARBOR SURVEYS AS BENCHMARKS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION. DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT; AND, NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. 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