2024-11-14T12:29:39-06:00 2023-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2023-01-01 061645027 SHALOM HEALTH CARE CENTER INC SHAL 3172917422 3400 LAFAYETTE ROAD 200 INDIANAPOLIS IN 46222 LEONARDO R ORTEGA MD MPH CEO/ PRESIDENT 3172917422 2024-11-14 1 0 AMANDA MEKO CPA P01062615 3172412999 2024-11-14 2023 2024-10-15 13:58:12Z LEONARDO R ORTEGA MD MPH 3400 LAFAYETTE ROAD 200 INDIANAPOLIS IN 46222 10738511 0 X (317) 2917422 X 2002 IN TO PROVIDE A FULL RANGE OF PRIMARY AND PREVENTIVE HEALTH CARE SERVICES TO ALL RESIDENTS, REGARDLESS OF THE ABILITY FOR PAYMENT. 10 10 124 10 -157142 0 6379151 4423828 4790806 6045816 2639 18388 190668 -143381 11363264 10344651 0 0 0 0 8000684 8459949 0 0 0 3268000 2343506 11268684 10803455 94580 -458804 5738853 4711707 3752791 3363283 1986062 1348424 TO PROVIDE A FULL RANGE OF PRIMARY AND PREVENTIVE HEALTH CARE SERVICES TO ALL RESIDENTS, REGARDLESS OF THE ABILITY FOR PAYMENT. 0 0 8533559 6045816 PRIMARY AND PREVENTIVE HEALTH CARE SERVICES: WE HERE AT SHALOM HEALTH CARE CENTER SUPPORT OUR MISSION OF PROVIDING PRIMARY HEALTH CARE TO THE UNDERSERVED POPULATION THAT LIVE NEAR THE LAFAYETTE SQUARE AREA (WEST SIDE OF INDIANAPOLIS). IN 2023, SHALOM SERVED 14,000 PATIENTS AND HAD 91,000 PATIENTS VISIT OUR PRIMARY CARE CENTERS AND TWENTY-NINE SCHOOL BASED CLINICS. OUR DEMOGRAPHIC DATA SHOWS THAT 84.78% OF THE PATIENTS ARE MINORITY. MANY OF THEM APPRECIATE THE FACT THAT WE OFFER BILINGUAL SERVICES TO THEM AT NO ADDITIONAL COST AND HAVE SCHOOL BASED CLINICS. 8533559 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 0 1 20 0 1 124 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X MICHAEL NINO 3172917422 3400 LAYFAYETTE RD STE 200 INDIANAPOLIS IN 46222 ARIELLE ZERGER CHAIR 1.00 X X 0 0 0 RICHARD PROCTOR II VICE CHAIR (2/28/23-12/31/23) 1.00 X X 0 0 0 VIRNA DIAZ SECRETARY 1.00 X X 0 0 0 HANS BERNABE TREASURER 1.00 X X 0 0 0 CASANDRA HOOKS DIRECTOR 1.00 X 0 0 0 HANAKO GAVIA DIRECTOR 1.00 X 0 0 0 DOUGLAS FRYE DIRECTOR 1.00 X 0 0 0 EUGINA LONG DIRECTOR 1.00 X 0 0 0 MARTHA PABON DIRECTOR 1.00 X 0 0 0 FREIDA THOMPSON DIRECTOR 1.00 X 0 0 0 KENDREA DERRICK VICE CHAIR (1/1/23-2/28/23) 1.00 X X 0 0 0 CRISTIAN GUANDIQUE DIRECTOR (END MARCH 2023) 1.00 X 0 0 0 LEONARDO R ORTEGA MD MPH CEO 40.00 0.00 X 241675 0 13356 MYRIAM BERESKY COO 40.00 X 116768 0 19253 MICHAEL NINO CFO 40.00 X 126930 0 32732 DR MARGARITA WIERSEMA CMO 40.00 X 204327 0 36570 DR HEMALATHA HEMACHANDRA PEDIATRICIAN 40.00 X 218798 0 27913 LYLE CORTEZ FAMILY MEDICINE PHYSICIAN 40.00 X 179455 0 16096 TERESA DRISKELL CNO 40.00 X 144728 0 7686 LYNDSEY FURRY INTERIM CHIEF MEDICAL OFFICER 40.00 X 141896 0 18981 ELAINE V LERNER MENTAL HEALTH NURSE PRACTITIONER 40.00 X 129266 0 13255 1503843 0 185842 16 0 1 0 BRUEGMANN MANAGEMENT CORP 14400 CIVIC DR WALNUT OAK CA 94596 RENT 182590 1 4106353 317475 4231 4423828 NET PATIENT SERVICE 621400 4734990 4734990 SCHOOL CLINICS 621400 1259153 1259153 PHARMACY SALES 621400 51673 51673 6045816 18388 18388 236718 393860 -157142 -157142 -157142 OTHER INCOME 900099 13761 13761 13761 10344651 6045816 -157142 32149 1679604 1326315 353289 6780345 5354164 1426181 2575 2575 79738 79738 373578 235121 138457 415756 290754 125002 36861 36861 18304 18304 130799 130799 77666 25940 51726 OTHER EXPENSES 413952 281426 132526 MEDICAL SUPPLIES AND PH 292868 292868 LEASE AND RENTALS 235948 214348 21600 BAD DEBT 170232 170232 95229 92418 2811 10803455 8533559 2269896 0 862636 521317 325036 260407 1082966 689539 65907 57683 4996577 2784436 2522005 2212141 880303 970620 5738853 4711707 969016 735895 134657 101849 1746315 1663878 902803 861661 3752791 3363283 X 1986062 1348424 1986062 1348424 5738853 4711707 -458804 -178834 0 X X 0 1 X 1 1 1 X 3354917 6042335 5768528 6379151 4423828 25968759 5212939 4524288 4287791 4790806 6045816 24861640 8567856 10566623 10056319 11169957 10469644 50830399 0 0 0 50830399 286 322 725 2639 18388 22360 286 322 725 2639 18388 22360 102958 75504 172076 190668 13761 554967 8671100 10642449 10229120 11363264 10501793 51407726 0.98880 0.98730 0.00040 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 344000 344000 1420000 506837 913163 1576588 885847 690741 1106491 867114 239377 549498 524638 24860 2212141 RIGHT OF USE ASSET 834928 CONSTRUCTION IN PROGRESS 135692 970620 REFUNDABLE ADVANCE 24000 LEASE LIABILITY 837661 861661 10910576 172065 393860 565925 10344651 0 10344651 11389959 172065 393860 565925 10824034 0 10824034 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 393,860. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 393,860. 0 0 0 0 0 0 0 0 0 LEONARDO R ORTEGA MD MPH CEO 241675 0 0 0 0 0 0 0 13356 0 255031 0 0 0 DR HEMALATHA HEMACHANDRA PEDIATRICIAN 218798 0 0 0 0 0 8739 0 19174 0 246711 0 0 0 DR MARGARITA WIERSEMA CMO 204327 0 0 0 0 0 8083 0 28487 0 240897 0 0 0 LYLE CORTEZ FAMILY MEDICINE PHYSICIAN 179455 0 0 0 0 0 0 0 16096 0 195551 0 0 0 LYNDSEY FURRY INTERIM CHIEF MEDICAL OFFICER 141896 0 0 0 0 0 5644 0 13337 0 160877 0 0 0 MICHAEL NINO CFO 126930 0 0 0 0 0 5492 0 27240 0 159662 0 0 0 TERESA DRISKELL CNO 144728 0 0 0 0 0 5775 0 1911 0 152414 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: SHALOM HEALTH CARE CENTER, INC.'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS CHAIRPERSON, EXECUTIVE DIRECTOR, CFO AND APPROPRIATE OTHER REPRESENTATIVE(S) FROM THE BOARD OF DIRECTOR'S FINANCIAL COMMITTEE PRIOR TO FINALIZING THESE TAX RETURNS. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: SHALOM HEALTH CARE CENTER, INC. ANNUALLY REQUESTS EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS TO COMPLETE A CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE POLICY INCLUDES STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARANCE OF A POTENTIAL INDEPENDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH THE APPROPRIATE LEVEL OF MANAGEMENT OR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: SHALOM HEALTH CARE CENTER, INC.'S BOARD OF DIRECTORS' FINANCE COMMITTEE APPROVES THE PAY SCALES FOR ALL POSITIONS, WHICH ARE BASED ON A SALARY SURVEY DONE AT PERIODIC INTERVALS. THE FINANCE COMMITTEE SUBMITS THE PAY SCALES AT A BOARD MEETING AND THE MINUTES WILL REFLECT THE BOARD OF DIRECTORS APPROVAL. COMPENSATION FOR THE CEO AND TOP MANAGEMENT WAS LAST REVIEWED IN FEBRUARY 2020. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: SHALOM HEALTH CARE CENTER, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC BY APPOINTMENT WITH THE EXECUTIVE DIRECTOR. SHALOM HEALTH CARE CENTER, INC.'S INFORMATION IS ALSO AVAILABLE VIA THE INTERNET. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS FOR FINANCIAL STATEMENT AUDIT HAS NOT CHANGED SINCE LAST YEAR. SHALOM LLC 3400 LAFAYETTE ROAD STE 200 INDIANAPOLIS IN 46222 471828555 HOLDING COMPANY IN 20318 2044973 SHALOM HEALTH CARE CENTER INC