2024-11-13T08:10:11-06:00 2023-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN ST SUITE 200 SOUTH BEND IN 46601 990 2023-01-01 384018882 ELKHART HEALTH FITNESS & AQUATICS INC ELKH 5746473460 615 N MICHIGAN STREET SOUTH BEND IN 46601 JEFFREY COSTELLO PRESIDENT 5746473460 2024-11-07 1 0 MARGENE ZINK P01222961 5742894011 2024-11-07 2023 2024-10-15 13:58:12Z JEFFREY COSTELLO 615 N MICHIGAN STREET SOUTH BEND IN 46601 1195513 0 X N/A X 2016 IN THE ORGANIZATION EXISTS TO PROMOTE HEALTH, WELLNESS AND WELLBEING OF INDIVIDUALS WITHIN THE COMMUNITIES, ALONG WITH OTHER CIVIC AND COMMUNITY PURPOSES. THIS IS CARRIED OUT PRINCIPALLY THROUGH THE MANAGEMENT OF A FACILITY HOUSING A HEALTHCARE FACILITY, A FITNESS CENTER, AN AQUATICS CENTER AND A COMMUNITY CENTER. 7 6 0 0 0 0 859338 895450 300000 300000 113 63 0 0 1159451 1195513 0 0 0 0 0 0 0 0 0 2214941 2234092 2214941 2234092 -1055490 -1038579 55598302 54044763 5303245 4650375 50295057 49394388 X THE ORGANIZATION EXISTS TO PROMOTE HEALTH, WELLNESS AND WELLBEING OF INDIVIDUALS WITHIN THE COMMUNITIES, ALONG WITH OTHER CIVIC AND COMMUNITY PURPOSES. THIS IS CARRIED OUT PRINCIPALLY THROUGH THE MANAGEMENT OF A FACILITY HOUSING A HEALTHCARE FACILITY, A FITNESS CENTER, AN AQUATICS CENTER AND A COMMUNITY CENTER. 0 0 2004601 300000 THE ORGANIZATION EXISTS TO PROMOTE HEALTH, WELLNESS, AND WELLBEING OF INDIVIDUALS WITHIN THE COMMUNITIES, ALONG WITH OTHER CIVIC AND COMMUNITY PURPOSES. THIS IS CARRIED OUT PRINCIPALLY THROUGH THE MANAGEMENT OF A FACILITY HOUSING A HEALTHCARE FACILITY, A FITNESS CENTER, AN AQUATICS CENTER, AND A COMMUNITY CENTER. THE ORGANIZATION IS POSSIBLE DUE TO ONGOING COLLABORATION BETWEEN BEACON HEALTH SYSTEM, INC., COMMUNITY FOUNDATION OF ELKHART COUNTY INC., AND THE ELKHART COMMUNITY SCHOOLS, EACH OF WHICH HAS REPRESENTATION ON THE ORGANIZATION'S BOARD OF DIRECTORS. 2004601 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X JEFFREY COSTELLO 5746473460 615 N MICHIGAN STREET SOUTH BEND IN 46601 COLE PATUZZI TREASURER, SECRETARY 0.50 40.00 X X 0 160333 17604 DIANE BENKO BOARD MEMBER 0.50 X 0 0 0 CARL RISK BOARD MEMBER 0.50 X 0 0 0 JILL SIGSBEE BOARD MEMBER 0.50 X 0 0 0 DOUG WEAVER BOARD MEMBER 0.50 X 0 0 0 MICHAEL SCHOEFFLER CHAIRMAN, SECRETARY 1.00 X X 0 0 0 JEFFREY COSTELLO VICE CHAIRMAN, PRESIDENT 1.00 X X 0 0 0 DAN MORRISON CHAIRMAN 1.00 X X 0 0 0 0 160333 17604 0 0 1 0 BEACON HEALTH SYSTEM INC 615 N MICHIGAN ST SOUTH BEND IN 46601 MANAGEMENT SERVICES 500000 1 559450 336000 895450 PROGRAM SERVICE ACTIVI 713940 300000 300000 300000 63 63 1195513 300000 0 63 500000 450000 50000 6601 6601 82 82 75 75 1787 1608 179 1692743 1523469 169274 32804 29524 3280 2234092 2004601 229491 0 325294 20589 52736 53284 59870315 7363911 54174471 52506404 1045801 1464486 55598302 54044763 353245 375 4950000 4650000 5303245 4650375 X 0 0 0 0 50295057 49394388 50295057 49394388 55598302 54044763 X -1038579 137910 X 0 0 0 X 24119400 1709523 836500 859338 895450 28420211 24119400 1709523 836500 859338 895450 28420211 28420211 5335 1289 583 113 63 7383 28427594 1350000 0.99970 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8830404 1161575 300000 23406 9668573 10086947 140000 -1373330 23213 8830404 7338414 1388000 1551206 168000 22673 10086947 5848918 500000 1004422 14926 7338414 4912641 188853 761114 13690 5848918 1.00000 0 1 1 537181 537181 59333134 7363911 51969223 52506404 PART V, LINE 4: THE INTENT OF THE FUND IS TO HELP THE COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. FULFILL ITS CONTRACTUAL OBLIGATIONS TO ELKHART HEALTH, FITNESS AND AQUATICS, INC. 0 0 0 0 0 0 0 0 0 COLE PATUZZI TREASURER, SECRETARY 0 160333 0 0 0 0 0 8124 0 9480 0 177937 0 0 FORM 990, PART VI, SECTION A, LINE 2 JEFFREY COSTELLO AND CARL RISK SERVE TOGETHER ON THE EXECUTIVE LEADERSHIP TEAM FOR BEACON HEALTH SYSTEM, INC. DAN MORRISON SERVES ON THE BOARD FOR THE COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. WHICH EMPLOYS COLE PATUZZI. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO MEMBERS PER THE ORGANIZATIONAL DOCUMENTS: BEACON HEALTH SYSTEM, INC. AND COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. EACH MEMBER IS CONTRACTUALLY OBLIGATED TO CONTRIBUTE FUNDS TO THE ORGANIZATION ANNUALLY FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO APPOINT MEMBERS TO THE BOARD OF DIRECTORS. THE COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. APPOINTS FOUR OF THE SEVEN BOARD MEMBERS. BEACON HEALTH SYSTEM, INC. APPOINTS TWO OF THE BOARD MEMBERS. WHILE NOT A MEMBER, ELKHART COMMUNITY SCHOOLS HAS FINANCIALLY CONTRACTED FOR PARTIAL USE OF THE FACILITY AND APPOINTS ONE BOARD MEMBER. SOME BOARD MEMBERS SERVE IN A SENIOR LEADERSHIP ROLE OR AS A BOARD MEMBER WITH THEIR RESPECTIVE APPOINTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE COMMUNITY FOUNDATION OF ELKHART COUNTY INC HAS THE OPTION TO REPLACE BEACON HEALTH SYSTEM INC. IN THE EVENT BEACON EXPERIENCES A CHANGE IN CONTROL. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A TAX ADVISOR PREPARES THE RETURN IN CONSULTATION WITH A BOARD MEMBER. THE TAX RETURN IS THEN PRESENTED TO THE BOARD FOR APPROVAL BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. CONFLICTS ARE ADDRESSED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 137,910. COMMUNITY FOUNDATION OF ELKHART COUNTY INC 240 E JACKSON BLVD STE 104 ELKHART IN 46516 311255886 TO IMPROVE THE QUALITY OF LIFE IN ELKHART COUNTY BY INSPIRING GENEROSITY. IN 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 FORM 990, SCHEDULE R, PART V BOX 1C: COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. IS CONTRACTED TO ANNUALLY CONTRIBUTE TO THE ORGANIZATION TO HELP UNDERWRITE THE PROGRAMMING THAT TAKES PLACE AT THE FACILITY. BOX 1M: COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. STAFF HELP WITH BOARD ACTIVITY AND GENERAL PROMOTION OF THE FACILITY. BOX 1N: THE COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. REGULARLY MAKES USE OF THE FACILITY'S COMMUNITY ROOMS. BOX 1R AND 1S: ELKHART HEALTH, FITNESS AND AQUATICS, INC. REGULARLY PLACES MONEY IN A NON-ENDOWED, AGENCY-DESIGNATED FUND AT THE COMMUNITY FOUNDATION OF ELKHART COUNTY, INC. AND PERIODICALLY RECEIVES DISTRIBUTIONS FROM THE FUND.