2024-05-17T10:50:59-05:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 352026704 INDIANA RURAL HEALTH ASSOCIATION INDI 8124783919 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 CARA VEALE CEO 8124783919 2024-05-17 1 CARA VEALE 999009999 1 TYLER K GREENE CPA P00057872 3176334705 2024-05-17 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CARA VEALE 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 4738595 0 X WWW.INDIANARURALHEALTH.ORG X 1997 IN THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 19 19 30 19 0 0 4017795 3873666 801853 779286 46120 62452 13182 16064 4878950 4731468 0 0 0 0 2162345 2218997 0 0 0 2518503 2313795 4680848 4532792 198102 198676 3577404 3690808 488576 234091 3088828 3456717 THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 0 0 4036690 350536 RURAL HEALTH SERVICES - THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF INDIANA RURAL CITIZENS. 206469 391675 INDIANA RURAL HEALTH CONFERENCE - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS RENEWED MOTIVATION TO TACKLE THEIR CHALLENGING JOBS. 48587 37075 INDIANA RURAL HEALTH PUBLIC POLICY FORUM - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS AN UNDERSTANDING OF LEGISLATIVE POLICIES AFFECTING RURAL HEALTH. 4291746 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X CARA VEALE 8124783919 2901 OHIO BLVD SUITE 240 TERRE HAUTE IN 47803 ANNE HAZLETT INTERIM PRESIDENT 2.00 2.00 X X 0 0 0 ANDREW VANZEE TREASURER 2.00 0.00 X X 0 0 0 KATRINA NORRIS SECRETARY 2.00 0.00 X X 0 0 0 TARA HATFIELD PAST PRESIDENT 2.00 0.00 X X 0 0 0 TRAVIS CLAPP BOARD MEMBER 2.00 0.00 X 0 0 0 MITZI DAFFRON BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC FISH BOARD MEMBER 2.00 0.00 X 0 0 0 BEN HARVEY BOARD MEMBER 2.00 0.00 X 0 0 0 MARGO KNEFELKAMP BOARD MEMBER 2.00 0.00 X 0 0 0 KAYUR PATEL BOARD MEMBER 2.00 0.00 X 0 0 0 TIMOTHY POHLMAN BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTINE SCHULTZ BOARD MEMBER 2.00 0.00 X 0 0 0 SCOTT SMITH BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN JO THOMAS BOARD MEMBER 2.00 0.00 X 0 0 0 MARK VONDERHEIT BOARD MEMBER 2.00 0.00 X 0 0 0 BRAD WILLKIE BOARD MEMBER 2.00 0.00 X 0 0 0 RON DONAHUE BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER TAYLOR BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC YAZEL BOARD MEMBER 2.00 0.00 X 0 0 0 DANIEL HARDESTY PAST PRESIDENT PARTIAL TERM 2.00 0.00 X X 0 0 0 TARA WILLIAMS TREASURER PARTIAL TERM 2.00 0.00 X X 0 0 0 PERRY GAY PRESIDENT PARTIAL TERM 2.00 0.00 X X 0 0 0 JIM BOYER BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 ANN VERMILION BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 TABITHA ARNETT BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 CARA VEALE CHIEF EXECUTIVE OFFICER 40.00 0.00 X 147451 0 19856 LAURA CARLSON CHIEF OPERATING OFFICER 40.00 0.00 X 98890 0 29783 CHRISTINA ELLIOT SENIOR DIRECTOR 40.00 0.00 X 101200 0 3708 347541 0 53347 2 0 1 0 0 3496 3829136 41034 3873666 ANNUAL CONFERENCE 900099 391675 391675 MEMBERSHIP DUES 900099 299561 299561 PROGRAM FEES 900099 88050 88050 779286 42240 42240 20212 0 20212 20212 20212 18640 3496 7127 11513 11513 MISCELLANEOUS INCOME 900099 4551 4551 4551 4731468 779286 0 78516 X 295981 282520 13461 1586924 1532567 54357 23485 22417 1068 171413 163617 7796 141194 134773 6421 53 50 3 40958 38925 2033 48575 46164 2411 14464 13746 718 1350112 1283089 67023 69251 69121 130 85571 48866 36705 132368 125698 6670 121672 109083 12589 23471 22288 1183 5544 5241 303 ANNUAL CONFERENCE 206469 196065 10404 GRANT/PROGRAM EXPENSE 137892 122882 15010 DUES & SUB. 50551 47790 2761 MISCELLANEOUS EXPENSE 26844 26844 4532792 4291746 241046 0 1234891 1195299 409078 516542 50482 26308 16242 4883 281007 242914 61564 38093 1686040 1854547 119107 55136 3577404 3690808 228423 99537 141571 80618 118582 53936 488576 234091 X 3088828 3456717 3088828 3456717 3577404 3690808 198676 169213 0 X X 0 1 X 1 1 1 X 2817043 3840113 4363578 4017795 3873666 18912195 2817043 3840113 4363578 4017795 3873666 18912195 18912195 20402 21745 20191 45889 53753 161980 1350 10658 651 1051 4551 18261 19092436 3569418 0.99060 0.99140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,350. 2020 AMOUNT: $ 10,658. 2021 AMOUNT: $ 651. 2022 AMOUNT: $ 1,051. 2023 AMOUNT: $ 4,551. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1515 0 1 48575 50090 0 PART II-B, LINE 1: CARA VEALE BECAME A REGISTERED LOBBYIST IN FEBRUARY 2023; THEY RECORDED 17.5 HOURS OF LOBBYING ACTIVITIES IN 2023. THIS AMOUNTS TO LESS THAN 1% OF CARA'S TIME, 0.84139%, WHICH TOTALS OUT TO $1,195.25 OF CARA'S SALARY WAS SPENT ON LOBBYING ACTIVITIES. DANIEL HARDESTY WAS HIRED ON SEPTEMBER 25, 2023, AS IRHA'S DIRECTOR OF GOVERNMENT AFFAIRS. DANIEL BECAME A REGISTERED LOBBYIST AND RECORDED 8.1 HOURS OF THEIR TIME LOBBYING IN 2023. THIS AMOUNTS TO LESS THAN HALF A PERCENT OF THEIR TIME, 0.38939%, WHICH AMOUNTS TO $319.30 OF DANIEL'S SALARY WAS SPENT ON LOBBYING ACTIVITIES. IRHA IS CONTRACTED WITH THE FIRM, KRIEG DEVAULT, TO LOBBY ON BEHALF OF THE ASSOCIATION. THEY RECEIVED $48,575 IN COMPENSATION FROM IRHA FOR LOBBYING EFFORTS IN 2023. 281007 242914 38093 38093 OPERATING LEASE LIABILITIES 53936 53936 X 4887379 169213 169213 4718166 14464 -1162 13302 4731468 4519490 1162 1162 4518328 14464 14464 4532792 PART X, LINE 2: THE ASSOCIATION IS ORGANIZED AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. AS SUCH, THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. HOWEVER, THE ASSOCIATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ASSOCIATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THEY 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 THE ASSOCIATION 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 FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION HAS FILED ITS FEDERAL FORM 990 TAX RETURNS THROUGH DECEMBER 31, 2022. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -1,162. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 1,162. GOLF OUTING 17234 3496 13738 5076 890 IRHA SILENT AUCTION 4902 4902 1161 22136 3496 18640 5076 2051 7127 11513 X X 0 0 0 0 0 0 0 0 0 CARA VEALE CHIEF EXECUTIVE OFFICER 147451 0 0 0 0 0 4588 0 15268 0 167307 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE BOARD SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT, AND AT LEAST TWO (2) BOARD MEMBERS AT THE DISCRETION OF THE PRESIDENT. THEY SHALL MEET REGULARLY AND WHEN REQUESTED BY ANY TWO (2) MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD IS ALSO THE FINANCE COMMITTEE. THE PURPOSE OF THE EXECUTIVE BOARD IS TO CARRY OUT THE ADMINISTRATIVE ACTIVITIES OF THE ORGANIZATION AND TO MAKE DECISIONS THAT CANNOT BE POSTPONED UNTIL THE REGULAR MEETING OF THE BOARD OF DIRECTORS. WHEN NECESSARY, THE EXECUTIVE BOARD WILL CREATE AN AD-HOC COMMITTEE TO REVIEW AND SUGGEST REVISIONS TO THE ASSOCIATION'S BYLAWS. THE SECRETARY SHALL KEEP MINUTES OF EACH MEETING OF THE EXECUTIVE BOARD AND SHALL PRESENT AND FILE SUCH MINUTES WITH THE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDIANA RURAL HEALTH ASSOCIATION'S BOARD OF DIRECTORS EMPOWER THE CEO TO REVIEW AND RECONCILE THE 990 WITH THE AUDITED FINANCIAL STATEMENTS. A COPY OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE INDIANA RURAL HEALTH ASSOCIATION BOARD OF DIRECTORS, THE CONFLICT OF INTEREST STATEMENT AND FORMS ARE DISTRIBUTED TO ALL BOARD MEMBERS. THE SIGNED FORMS ARE COLLECTED AND KEPT IN THE IRHA OFFICE. THE FORMS ARE AVAILABLE AT EACH BOARD MEETING IN CASE THEY NEED TO BE REFERRED TO. THE CEO CONTINUALLY REVIEWS THE CONFLICT OF INTERET FORMS AND LOOKS FOR CONFLICT/DISCLOSURES. IF A CONFLICT SHOULD ARISE, THE CEO AND BOARD PRESIDENT DISCUSS THE POTENTIAL CONFLICT(S) WITH THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE CEO'S COMPENSATION INCLUDES REVIEWING THE MIDWEST REGION ASSOCIATION'S SALARY SURVEY FOR SALARY COMPENSATION, WHICH IS SHARED WITH IRHA BY THE NRHA. THE ORGANIZATION'S EXECUTIVE BOARD THEN DETERMINES AND APPROVES THE CEO'S COMPENSATION. THE BOARD OF DIRECTORS ALSO APPROVES THE OVERALL COMPENSATION BUDGET FOR ALL OTHER IRHA EMPLOYEES. THE APPROVED BUDGETED AMOUNT IS THEN DISPERSED AMONG ALL STAFF BASED ON THEIR ANNUAL PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 IRHA'S GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,283,089. MANAGEMENT AND GENERAL EXPENSES 67,023. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,350,112. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S EXECUTIVE COMMITEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD PROVIDES OVERSIGHT OF THE AUDIT THROUGH COMMUNICATION BETWEEN THE PRESIDENT, AND/OR TREASURER, AND THE AUDITORS. THE BOARD ALSO REVIEWS THE DRAFT AUDIT AND APPROVES THE SUBMISSION OF THE AUDIT TO THE FEDERAL CLEARING HOUSE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.