2024-11-13T12:49:47-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 352118417 CENTER FOR OCCUPATIONAL HEALTH INC CENT 8122387000 4001 WABASH AVENUE TERRE HAUTE IN 47803 MATTHEW NEALON TREASURER 8122387000 2024-11-13 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-11 2023 2024-10-15 13:58:12Z JACK HILL 1606 N SEVENTH ST TERRE HAUTE IN 47804 1798795 0 X N/A X 2000 IN PROVIDE A FULL RANGE OF OCCUPATIONAL HEALTH SERVICES IN PREVENTION, TREATMENT AND REHABILITATION FOR TERRE HAUTE, INDIANA AND SURROUNDING COMMUNITIES. 4 0 0 0 0 0 0 0 1776849 1798795 0 0 0 0 1776849 1798795 0 0 0 0 0 0 0 0 0 1845614 1767897 1845614 1767897 -68765 30898 244075 205459 2267192 2197678 -2023117 -1992219 X CENTER FOR OCCUPATIONAL HEALTH'S MISSION IS TO PROVIDE A FULL RANGE OF OCCUPATIONAL HEALTH SERVICES IN PREVENTION, TREATMENT AND REHABILITATION FOR TERRE HAUTE, INDIANA AND SURROUNDING COMMUNITIES. 0 0 1616183 1798795 PREVENTION: CENTER FOR OCCUPATIONAL HEALTH, INC. PERFORMS A WIDE VARIETY OF PRE-PLACEMENT PHYSICAL EXAMINATIONS SPECIFIC TO THE JOB FOR WHICH THE INDIVIDUAL IS BEING CONSIDERED, AND WITH THE ADVENT OF THE AMERICANS WITH DISABILITIES ACT (ADA), IS MATCHING POTENTIAL JOB APPLICANTS WITH THE ESSENTIAL FUNCTIONS OF THEIR JOBS. THIS ASSISTANCE IS CRITICAL TO EMPLOYERS AS THEY COMPLY WITH THE ADA. THE ORGANIZATION ALSO OFFERS A NATIONAL CERTIFIED DRUG SCREEN PROGRAM, WHICH IS OPERATED IN COMPLIANCE WITH GUIDELINES ESTABLISHED BY THE NATIONAL INSTITUTE FOR DRUG ABUSE. FURTHER, THE ORGANIZATION PROVIDES ON-SITE MEDICAL MONITORING EXAMINATION PROTOCOL DEVELOPMENT, E.G. ASSISTING COMPANIES WITH THEIR COMPLIANCE UNDER OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION GUIDELINES, ERGONOMIC COMPLIANCE ASSISTANCE, AND ASSISTANCE IN COMPLIANCE WITH THE ADA REASONABLE ACCOMMODATIONS GUIDELINES. ADDITIONALLY, THE ORGANIZATION PROVIDES INDUSTRIAL HYGIENE SERVICES TO ASSIST IN ANALYZING NOISE LEVELS, INDOOR AIR QUALITY, AND OTHER MANDATED SURVEILLANCE PROGRAMS UNDER THE AUTHORIZATION OF THE OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION. TREATMENT: CENTER FOR OCCUPATIONAL HEALTH, INC. SPECIALIZES IN THE TREATMENT OF WORKER'S COMPENSATION INJURIES AND OFFERS SERVICES COMPLEMENTARY TO THE BASIC TREATMENT OF AN INJURY, SUCH AS HAND SURGERY, PHYSIATRY, ORTHOPEDIC, NEUROLOGY, AND OPHTHALMOLOGY, AS WELL AS IN-HOUSE PHARMACY SERVICES. THE CONCEPT OF THE ORGANIZATION'S TREATMENT PLAN IS CENTERED ON THE EARLY INTERVENTION/EARLY RETURN TO WORK CONCEPT. THROUGH EARLY INTERVENTION AND A VARIETY OF TREATMENT AND REHABILITATIVE MODALITIES, PATIENTS ARE ASSURED BETTER TREATMENT OUTCOMES, THE MOST EXPEDITIOUS RETURN TO WORK, THUS SAVING THE EMPLOYERS TREMENDOUS EXPENSE IN LOST PRODUCTIVITY, OVERTIME, TRAINING COSTS, ETC. RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF THE EXEMPT PURPOSE: CENTER FOR OCCUPATIONAL HEALTH, INC. MEETS THE OCCUPATIONAL HEALTH CARE NEEDS OF THE TERRE HAUTE AND SURROUNDING COMMUNITIES' EMPLOYERS IN THE AREAS OF PREVENTION, TREATMENT, AND REHABILITATION. THESE SERVICES ARE DELIVERED WITH AN EMPHASIS ON COST CONTAINMENT THROUGH EARLY INTERVENTION AND EXPERT CASE MANAGEMENT. THE CENTER FOR OCCUPATIONAL HEALTH, INC. CLINIC IS EQUIPPED TO CONDUCT BASIC INJURY CARE, PHYSICAL EXAMINATIONS, AND THE FOLLOWING ANCILLARY SERVICES: X-RAY, COLLECTION OF SPECIMENS FOR LABORATORY ANALYSIS, PULMONARY FUNCTION TESTING, AUDIOMETRY, ELECTROCARDIOGRAM (EKG), RADIOLOGY, AND VISION SCREENING. CERTAIN SERVICES ARE CONTRACTED IN THE TREATMENT COMPONENTS. HAND SURGERY, NEUROLOGY, PHYSIATRY, ORTHOPEDICS, AND OPHTHALMOLOGY ARE ALL CONTRACTED WITH INDIVIDUAL PHYSICIANS AND OR SPECIALTY GROUPS WHO PROVIDE THEIR SERVICES TO PATIENTS OF THE CENTER FOR OCCUPATIONAL HEALTH, INC.'S AT THE SPECIALISTS' OFFICE. CENTER FOR OCCUPATIONAL STAFF WORK CLOSELY WITH THE SPECIALIST TO ASSURE STREAMLINED COMMUNICATION WITH THE PHYSICIAN AND THE EMPLOYER AND INSURANCE CARRIER, THEREBY PROVIDING COORDINATED CARE FOR THE PATIENT PRODUCING BETTER CLINICAL OUTCOMES. CENTER FOR OCCUPATIONAL HEALTH, INC. IS COMMITTED TO COST CONTAINMENT FOR ITS EMPLOYER CLIENTS AND/OR THEIR INSURANCE CARRIERS. SINCE THE ORGANIZATION SPECIALIZES IN OCCUPATIONAL HEALTH, APPROXIMATELY NINETY-NINE PERCENT (99%) OF THE FEES FOR ALL CASES ARE PAID EITHER THROUGH THE EMPLOYERS' WORKERS' COMPENSATION INSURANCE OR DIRECTLY BY THE EMPLOYERS. DUE TO THE UNIQUE FIELD IN THE MEDICAL CONTINUUM, OCCUPATIONAL HEALTH PROVIDERS CHARGE THE FEES FOR CARE TO THE EMPLOYERS' WORKERS' COMPENSATION INSURANCE OR THE EMPLOYERS. THE EMPLOYEES ARE NOT DIRECTLY RESPONSIBLE FOR PAYMENT FOR THEIR CARE. THUS, THE NEED TO PROVIDE CHARITY CARE BY THE ORGANIZATION ITSELF IS VIRTUALLY NONEXISTENT. THE ORGANIZATION WILL REFER PATIENTS, WHEN MEDICALLY INDICATED, TO UNION HOSPITAL WHERE CHARITY CARE IS PROVIDED, SHOULD IT BE NECESSARY. CENTER FOR OCCUPATIONAL HEALTH, INC. PROVIDES CONSULTATIONS AT NO CHARGE TO THE LOCAL INDUSTRY ON SAFETY AND ERGONOMICS WITH THE AIM OF PROVIDING A SAFER WORK ENVIRONMENT. ALSO, THE CENTER FOR OCCUPATIONAL HEALTH, INC. PROVIDES NUMEROUS EDUCATIONAL PROGRAMS FOR THE COMMUNITY INCLUDING: INJURY PREVENTION, DEPARTMENT OF TRANSPORTATION DRUG TESTING/PHYSICAL COMPLIANCE, OSHA REGULATIONS, ERGONOMIC AND SAFETY. ALL EDUCATIONAL PROGRAMS ARE AVAILABLE TO INTERESTED PARTIES IN THE COMMUNITY. 1616183 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X UNION HOSPITAL - MATTHEW NEALON CFO 8122387000 1606 N SEVENTH STREET TERRE HAUTE IN 47804 JACK HILL PRESIDENT 2.00 40.00 X X 0 581896 39530 MATTHEW NEALON TREASURER 2.00 45.00 X X 0 740221 44768 PATRICK TITZER MD VICE PRES & SECRETARY 2.00 40.00 X X 0 398625 39835 AMY HOCK ASST. SECRETARY 2.00 40.00 X X 0 471148 39986 0 2191890 164119 0 0 1 0 0 PATIENT REVENUE 621110 1798795 1798795 1798795 1798795 1798795 0 0 X 1472446 1331081 141365 10188 8766 1422 24932 21691 3241 7582 1896 5686 5142 5142 10803 10803 MEDICAL SUPPLIES 215345 215345 21459 21459 1767897 1616183 151714 0 217199 184166 100216 78923 26876 21293 244075 205459 2267192 2197678 2267192 2197678 X -2023117 -1992219 -2023117 -1992219 244075 205459 30898 0 X X 0 1 X 0 0 X PART 1, LINE 3 - HOSPITAL CENTER FOR OCCUPATIONAL HEALTH (COH) HAS BEEN DETERMINED BY THE IRS TO BE A PUBLIC CHARITY UNDER IRC SECTION 170(B)(1)(A)(III). PER SCHEDULE H INSTRUCTIONS, ONLY ORGANIZATIONS THAT OPERATE AT LEAST ONE FACILITY THAT IS, OR IS REQUIRED TO BE LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY A STATE AS A HOSPITAL IS REQUIRED TO COMPLETE THE SCHEDULE. COH IS NOT LICENSED AS A HOSPITAL FOR THE STATE OF INDIANA. 100216 78923 21293 21293 DUE TO UNION HOSPITAL 2197678 2197678 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY UHS, THE CORPORATION, AND UAPC, AND RECOGNIZE A TAX LIABILITY IF UHS, THE CORPORATION, AND UAPC 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 UHS, THE CORPORATION, AND UAPC, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, 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. UHS, THE CORPORATION, AND UAPC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FILINGS ARE CURRENT THROUGH 2022. THE IMPACT OF THE SUBSIDIARIES TAX CONSEQUENCES IS IMMATERIAL TO THESE CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MATTHEW NEALON TREASURER 0 528287 0 124710 0 87224 0 16250 0 28518 0 784989 0 0 JACK HILL PRESIDENT 0 406610 0 102617 0 72669 0 10858 0 28672 0 621426 0 0 AMY HOCK ASST. SECRETARY 0 372536 0 76232 0 22380 0 12114 0 27872 0 511134 0 0 PATRICK TITZER MD VICE PRES & SECRETARY 0 255383 0 143242 0 0 0 15983 0 23852 0 438460 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, UNION HOSPITAL, INC. USING THE FOLLOWING METHODS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF CENTER FOR OCCUPATIONAL HEALTH, INC. IS UNION HOSPITAL, INC., AN INDIANA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A UNION HOSPITAL, INC. IS THE PARENT CORPORATION AND SOLE MEMBER OF CENTER FOR OCCUPATIONAL HEALTH, INC. AS THE MEMBER, UNION HOSPITAL, INC. HAS THE SOLE RIGHT TO ELECT THE DIRECTORS OF THIS CORPORATION AND REMOVE, WITH OR WITHOUT CAUSE, ANY DIRECTOR OF THIS CORPORATION PRIOR TO EXPIRATION OF THE DIRECTOR'S TERM. THE MEMBER HAS THE RIGHT TO FILL ANY VACANCY FOR THE OFFICE OF VOTING DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B WHILE THE BOARD OF DIRECTORS OF COH IS GRANTED CERTAIN POWERS WITH RESPECT TO ITS OPERATIONS, AS THE SOLE MEMBER, UNION HOSPITAL, INC. RETAINS APPROVAL RIGHTS WITH RESPECT TO CERTAIN CORPORATE ACTIONS SUCH AS (I) ANY AMENDMENT TO THE ARITCLES OF INCORPORATION OR BYLAWS OF COH, AND (II) A MERGER OR CONSOLIDATION OF COH. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW OF THE FORM 990 BY UNION HOSPITAL'S FINANCE DEPARTMENT. PRIOR TO FILING THE GOVERNING BODY RECEIVES AND REVIEWS A COPY OF THE FINAL FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS UNION HOSPITAL'S POLICIES AND PROCEDURES INCLUDING THE CONFLICT OF INTEREST POLICY. THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE ENFORCED BY THE CORPORATE COMPLIANCE OFFICER. THE SCOPE OF THIS POLICY INCLUDES DIRECTORS, OFFICERS, MANAGEMENT, AND EMPLOYEES. THE POLICY IS IN PLACE TO AVOID PERSONAL INTERESTS THAT CONFLICT, OR MAY APPEAR TO CONFLICT, WITH THE BEST INTERESTS OF CHO AND ITS AFFILIATES AND THE COMMUNITIES THEY SERVE. THE COVERED PERSONS ARE TO REFRAIN FROM PERSONAL INTERESTS, DIRECT OR INDIRECT WITH ANY THIRD PARTIES. IT IS THE RESPONSIBILITY OF OFFICERS, MANAGEMENT, AND EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES AND ACT ACCORDINGLY. A SELF DISCLOSURE FROM COVERED PERSONS TO THE CORPORATE COMPLIANCE OFFICER IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE COVERED PERSONS ARE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATION OR DECISIONS ON SUCH TRANSACTIONS. THE CONFLICTS DISCLOSED ARE REVIEWED AND RESOLVED BY THE CORPORATE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,331,081. MANAGEMENT AND GENERAL EXPENSES 141,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,472,446. FORM 990, PART XII, LINE 2, FINANCIAL STATEMENTS CENTER FOR OCCUPATIONAL HEALTH (COH) ACTIVITY IS INCLUDED WITH THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR UNION HOSPITAL, INC. FORM 990, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT THE GOVERNING BODY FOR UNION HOSPITAL, INC. ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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