2023-11-14T14:42:09-06:00 2022-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-01-01 351642823 UNION HOSPITAL FOUNDATION INC UNIO 8122387534 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 MATTHEW NEALON ASST TREASURER 8122387000 2023-11-14 1 MATTHEW NEALON 999009999 0 TYLER K GREENE CPA P00057872 3176334705 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z UNION HEALTH FOUNDATION INC MARGOT GILLESPIE 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 14091345 0 X WWW.UNIONHEALTHFOUNDATION.ORG X 1985 IN SUPPORT ADVANCES IN MEDICAL CARE AND INITIATIVES TO IMPROVE HEALTH FOR THE RESIDENTS OF WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC. UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS WHICH SERVE THIS PURPOSE. 19 15 5 60 0 0 759506 5039136 0 0 1019362 875177 207013 177295 1985881 6091608 530747 2331045 0 0 451521 512541 0 0 59987 296078 299956 1278346 3143542 707535 2948066 25634737 24156820 6127789 6796828 19506948 17359992 SUPPORT ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS WHICH SERVE THIS PURPOSE. 0 0 2836688 2301345 PROGRAM EXPENSES RELATED TO SUPPORTING ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS TO FURTHER THE DELIVERY OF HEALTHCARE SERVICES TO THE WABASH VALLEY.THE FOUNDATION RECEIVES MANY DONATIONS ON BEHALF OF UNION HOSPITAL AND OTHER CHARITABLE ORGANIZATIONS RELATED TO THE FOUNDATION'S MISSION. THESE DONATIONS HELD ON THE HOSPITAL'S BEHALF ARE RECORDED IN AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BALANCE SHEET. DURING THE YEAR THERE WAS APPROXIMATELY $348,219 IN AGENCY GRANTS APPROVED FOR DISBURSEMENT. 29700 29700 ACADEMIC SCHOLARSHIP AWARDS TO BE APPLIED TO THE TUITION AND RELATED EDUCATION EXPENSES OF NUMEROUS STUDENTS ATTENDING VARIOUS COLLEGES AND UNIVERSITIES. 2866388 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 6 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X MATTHEW NEALON 8122387601 1606 NORTH SEVENTH STREET TERRE HAUTE IN 47804 MARGOT GILLESPIE CHAIRPERSON 4.00 0.00 X X 0 0 0 MARY DOTI VICE-CHAIRMAN 1.00 3.00 X X 0 0 0 MICHELLE RUIZ SECRETARY 1.00 0.00 X X 0 0 0 MARLENE LENZ ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 CINDY MARTIN TREASURER - PARTIAL TERM 1.00 0.00 X X 0 0 0 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 704384 39097 ROBERT R BROWN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD BURGER DIRECTOR 1.00 0.00 X 0 0 0 JO EINSTANDIG DIRECTOR 1.00 0.00 X 0 0 0 ROBERT W HAERR MD DIRECTOR 1.00 0.00 X 0 0 0 TROY HELMAN DIRECTOR 1.00 1.00 X 0 0 0 STEVEN M HOLMAN DIRECTOR 20.00 20.00 X 0 1729549 37074 SANTHANA NAIDU DIRECTOR 1.00 0.00 X 0 0 0 DONALD SCOTT DIRECTOR 1.00 3.00 X 0 0 0 ERIK SOUTHARD DIRECTOR 1.00 0.00 X 0 0 0 CHARLES COCHRAN III MD DIRECTOR 1.00 0.00 X 0 0 0 HICHAM RAHMOUNI DIRECTOR 1.00 0.00 X 0 0 0 ANN WELCH DIRECTOR 1.00 0.00 X 0 0 0 JOEL HARBAUGH EXECUTIVE DIRECTOR 60.00 1.00 X X 0 188208 26755 0 2622141 102926 1 0 1 0 0 37084 5002052 54498 5039136 253410 253410 44000 8692 35308 35308 35308 8547892 7926125 621767 621767 621767 133462 37084 64920 68542 68542 VENDING INCOME 900099 73445 73445 73445 6091608 0 0 1052472 2301345 2301345 29700 29700 413982 298067 107635 8280 70687 43826 25447 1414 27872 20068 7247 557 86100 51660 34440 59032 44864 14168 1799 1079 720 7033 7033 21325 16207 5118 28465 21633 6832 6205 4716 1489 14750 10768 3982 2046 1555 491 RECOGNITION EXPENSE 14660 11142 3518 DUES & SUBSCRIPTIONS 8711 6620 2091 LICENSES AND FEES 3174 2414 760 CONTRIBUTION EXPENSES 3000 3000 43656 724 229 42703 3143542 2866388 217167 59987 1155837 2556493 150000 300000 35242 44259 760404 508732 275115 251672 16496717 14912161 7521826 6092235 25634737 24156820 130441 132330 415397 1111274 5581951 5553224 6127789 6796828 X 15184893 13556624 4322055 3803368 19506948 17359992 25634737 24156820 X 2948066 -3013777 -2081245 X X 0 1 X 1 0 X X 2 UNION HOSPITAL INC 350876396 3 1 320269 0 UNION HOSPITAL HEALTH SERVICES INC 351642805 10 1 0 0 2 320269 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3, SIGNIFICANT VOICE: THE SUPPORTED ORGANIZATION HAD A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME THROUGH HAVING BOARD MEMBERS FROM THE SUPPORTED ORGANIZATION SERVING ON THE ORGANIZATION'S COMMITTEES THAT DIRECT THE USE OF FUNDS. PART IV, SECTION E, LINE 2A, DIRECT FURTHERANCE: THE ORGANIZATION RECEIVES DONATIONS ON BEHALF OF UNION HOSPITAL, INC. AND UNION HOSPITAL HEALTH SERVICES, INC. THESE DONATIONS ARE FORWARDED TO THE SUPPORTING ORGANIZATIONS IN THE FORM OF GRANTS. THESE GRANTS FURTHER THE DELIVERY OF HEALTHCARE SERVICES PROVIDED BY THESE SUPPORTING ORGANIZATIONS. THE ORGANIZATION'S BOARD AND COMMITTEES INCLUDE BOARD MEMBERS FROM THE SUPPORTING ORGANIZATIONS TO HELP DETERMINE THE USE OF FUNDS. GRANT MONITORING AND DISCLOSURE OF ACTIVITIES TO THE SUPPORTING ORGANIZATIONS ENSURES THESE ACTIVITIES CONSTITUTE SUBSTANTIALLY ALL OF ITS ACTIVITIES. PART IV, SECTION E, LINE 2B, BUT FOR: IF THE ORGANIZATION DID NOT PERFORM THE ACTIVITIES THAT FURTHER THE HOSPITAL'S EXEMPT PURPOSES, THE HOSPITAL WOULD NEED TO BE ENGAGED IN THIS ACTIVITY, WHICH WOULD DIVERT HOSPITAL RESOURCES FROM PROVIDING MORE MEDICAL CARE TO THE COMMUNITY. PART IV, SECTION A, LINE 1: THE ORGANIZATION PROVIDES FINANCIAL SUPPORT THROUGH CHARITABLE GIVING TO UNION HOSPITAL AND OTHER AFFILIATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5645880 814270 928784 14400 36620 5480346 4911051 105680 665884 36735 5645880 5193839 47090 852751 1182629 4911051 4420422 41565 696306 -35546 5193839 4671937 9996 -148923 112588 4420422 0.36098 0.43072 0.20830 0 0 51000 86251 137251 339000 204382 430246 113136 79771 78486 1285 251672 6092235 F 6092235 X PART IV, LINE 2B: UNION HOSPITAL FOUNDATION RECEIVES MANY DONATIONS ON BEHALF OF UNION HOSPITAL AND OTHER CHARITABLE ORGANIZATIONS RELATED TO THE FOUNDATION'S MISSION. THESE DONATIONS HELD ON THE HOSPITAL'S BEHALF ARE RECORDED IN AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BOOKS AND THE BENEFICIARY ORGANIZATION IS MADE AWARE OF THE FUNDS HELD. EXPENSES RELATED TO CHARITABLE EVENTS ON BEHALF OF THESE OTHER ENTITIES ARE NETTED FROM THE AGENCY LIABILITY BALANCE. INVESTMENT INCOME/EXPENSE ALLOCATED TO THESE FUNDS IS ALSO POSTED TO THE AGENCY LIABILITY ACCOUNTS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIXTY INDIVIDUAL FUNDS (NINE PERMANENTLY RESTRICTED, THIRTY-FIVE TEMPORARILY RESTRICTED, AND SIXTEEN BOARD-DESIGNATED) THAT ARE GENERALLY ESTABLISHED FOR ONE OF THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2022: FOUNDATION OPERATING SUPPORT, SCHOLARSHIPS, SPECIFIC HOSPITAL DEPARTMENT SUPPORT, OR SPECIFIC HOSPITAL PATIENT SERVICE SUPPORT. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND VNA AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION OR VNA 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 FOUNDATION AND VNA, 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 CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION AND VNA ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. GOLF TOURNAMENT 115499 18573 96926 3059 17991 5315 1832 GALA 14002 7347 6655 168 5978 3375 12696 1 41045 11164 29881 1331 3296 9879 170546 37084 133462 4390 18159 14589 3375 24407 64920 68542 1 UNION HOSPITAL 1606 N 7TH ST TERRE HAUTE IN 47804 350876396 501 (C) 3 320269 0 CHARITABLE GRANT IVY TECH COMMUNITY COLLEGE 8000 EDUCATION DR TERRE HAUTE IN 47802 237073977 501 (C) 3 1000000 0 CHARITABLE GRANT LANDSBAUM CENTER FOR HEALTH ED 1433 N 6 1/2 ST TERRE HAUTE IN 47804 N/A 11452 0 CHARITABLE GRANT RURAL HEALTH INNOVATION COLLABORATION 1606 N 7TH ST TERRE HAUTE IN 47804 271374208 501 (C) 3 22000 0 CHARITABLE GRANT VIGO COUNTY SCHOOL CORPORATION PO BOX 3703 TERRE HAUTE IN 47803 356007261 501 (C) 3 30556 0 CHARITABLE GRANT REACH SERVICES 1400 HULMAN ST TERRE HAUTE IN 47802 356005672 501 (C) 3 10416 0 CHARITABLE GRANT INDIANA STATE UNIVERSITY FOUNDATION 30 N FIFTH ST TERRE HAUTE IN 47809 356045550 501 (C) 3 100000 0 CHARITABLE GRANT 6 0 SCHOLARSHIPS AND ASSISTANCE 47 29700 PART I, LINE 2: THE FOUNDATION RECEIVES A "GRANT OUTCOME REPORT" FROM GRANT RECIPIENTS. A GREAT MAJORITY OF THE FOUNDATION'S GRANTS ARE TO UNION HOSPITAL, INC. THE FOUNDATION'S BOARD OF DIRECTORS RECEIVES REGULAR VERBAL REPORTS FROM KEY MEMBERS OF THE HOSPITAL ADMINISTRATION. SCHOLARSHIP RECIPIENTS MUST PROVIDE GRADE REPORTS SHOWING SATISFACTORY PROGRESS BEFORE 2ND SEMESTER SCHOLARSHIP AWARDS ARE PAID. 0 0 0 0 0 0 0 0 0 STEVEN M HOLMAN DIRECTOR 0 995168 0 499719 0 234662 0 14529 0 22545 0 1766623 0 0 MATTHEW NEALON ASST. TREASURER 0 475770 0 174638 0 53976 0 13650 0 25447 0 743481 0 0 JOEL HARBAUGH EXECUTIVE DIRECTOR 0 188208 0 0 0 0 0 14806 0 11949 0 214963 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC., USING THE FOLLOWING METHODS: - ANNUAL REVIEW BY EXECUTIVE COMMITTEE BASED ON PERFORMANCE - RESEARCH COMPARISON WITH SIMILAR ORGANIZATIONS X CUPCAKES 1 29745 FMV X GIFT BAGS/TOTES/MISC. ITEMS FOR PATIENTS 34 18356 FMV X CUDDLE COT 1 3000 FMV X TOYS 50 2285 FMV X ITEMS FOR NICU FAMILIY ASSISTANCE 50 1112 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, ASSISTANT TREASURER, AND ACCOUNTANTS. THE GOVERNING BODY RECEIVES THE FORM 990 AND THE FINAL FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE ENFORCED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE SCOPE OF THIS POLICY INCLUDES ALL LEASED EMPLOYEES OF THE FOUNDATION AS WELL AS BOARD MEMBERS WHO HAVE AN INTEREST IN THE FOUNDATION'S DEALINGS. THE POLICY IS IN PLACE TO DETECT POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE. A SELF DISCLOSURE FROM COVERED PERSONS TO THE ORGANIZATION IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE REMAINING BOARD, COMMITTEE OR SUBCOMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR RECEIVES ANNUAL PERFORMANCE REVIEWS FROM BOTH THE PRESIDENT AND EXECUTIVE COMMITTEE OF UNION HEALTH FOUNDATION. COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS IS RESEARCHED AND OBTAINED FOR USE IN ESTABLISHING THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: AGENCY GRANTS TO OTHERS 348,219. AGENCY CONTRIBUTIONS FROM OTHERS -986,635. INVESTMENT IN SUBSIDARY EARNINGS -1,485,532. AGENCY EXPENSES NOT INCLUDED IN AUDIT 42,703. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. CENTER FOR OCCUPATIONAL HEALTH 4001 WABASH AVENUE TERRE HAUTE IN 47803 352118417 OCCUPATIONAL HEALTH SERVICES IN 501(C)(3) LINE 3 UNION HOSPITAL 1 UNION ASSOCIATED PHYSICIAN CLINIC INC 1606 N 7TH STREET TERRE HAUTE IN 47804 270581401 PHYSICIAN GROUP IN 501(C)(3) LINE 10 UNION HEALTH SYSTEM 1 UNION HEALTH SYSTEMS 1606 N 7TH STREET TERRE HAUTE IN 47804 270581133 MANAGEMENT ORGANIZATION IN 501(C)(3) LINE 12B, II N/A 0 UNION HOSPITAL INC 1606 N 7TH STREET TERRE HAUTE IN 47804 350876396 HOSPITAL IN 501(C)(3) LINE 3 UNION HEALTH SYSTEM 1 VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC 400 8TH AVENUE TERRE HAUTE IN 47804 350869064 HOME HEALTH AND HOSPICE CARE IN 501(C)(3) LINE 10 UNION HOSPITAL FOUNDATION INC 1 UNION HOSPITAL THERAPY LLC 150 N ROSENBERGER EVANSVILLE IN 47712 464357168 REHABILITATION AND THERAPY SERVICES IN N/A 0 0 AMBULATORY SURGERY MGMT SVCS LLC II 1606 N 7TH STREET TERRE HAUTE IN 47804 270818628 MEDICAL SERVICES IN N/A 0 0 CARDIOVASCULAR MANAGEMENT LLC 2723 S 7TH STREET TERRE HAUTE IN 47802 208742344 MEDICAL SERVICES IN N/A 0 0 ONCOLOGY SERVICES GROUP LLC 6100 W 96TH STREET SUITE 125 INDIANAPOLIS IN 46278 208567643 MEDICAL SERVICES IN N/A 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0