2024-11-08T14:05:22+00:00 2023-12-31 350921680 CROWE LLP 231 S Bemiston Ave Suite 800 Clayton MO 63105 990 2023-01-01 311132066 Eskenazi Health Foundation Inc ESKE 3178804900 720 Eskenazi Ave 5TH FL Indianapolis IN 46202 Ernest Vargo II President and CEO 2024-11-08 true STEVE LENIVY P01635350 3148022000 2024-11-08 2023 2024-10-15 13:58:12Z Ernest Vargo II 720 Eskenazi Ave 5TH FL Indianapolis IN 46202 52711354 false X eskenazihealthfoundation.org X 1985 IN Eskenazi Health Foundation inspires, energizes and promotes a vital, healthy Indianapolis community by providing strategic guidance and philanthropic resources to Eskenazi Health. 29 29 0 50 0 0 11320360 17179732 0 1174466 1872377 -28608 0 12466218 19052109 2938531 3582170 0 1932757 2203765 0 2271125 1454975 1652018 6326263 7437953 6139955 11614156 100329189 120738468 959878 855426 99369311 119883042 Eskenazi Health Foundation inspires, energizes and promotes a vital, healthy Indianapolis community by providing strategic guidance and philanthropic resources to Eskenazi Health. false false 3610839 3414902 0 THE FOUNDATION IS RESPONSIBLE FOR THE ONGOING FUNDRAISING EFFORTS THAT BENEFIT HEALTH AND HOSPITAL CORPORATION OF MARION COUNTY, INC. WHICH OPERATES ESKENAZI HEALTH. AS SUCH, THE MOST SIGNIFICANT PROGRAM OF THE FOUNDATION IS THE DISTRIBUTION OF FUNDS FOR PROGRAMS THAT SUPPORT ESKENAZI HEALTH. SUCH PROGRAMS INCLUDE PRESCRIPTION FOR HOPE (A PROGRAM AIMED AT REDUCING THE THREAT OF REPEATED VIOLENT PERSONAL INJURY AND HELPING FAMILIES WHO HAVE EXPERIENCED VIOLENCE-RELATED INJURIES MAKE LIFE CHANGING AND LIFE SAVING CHOICES) AND THE GREGORY S. FEHRIBACH CENTER (AN INTERNSHIP PROGRAM AIMED AT PROVIDING CAREER OPPORTUNITIES FOR STUDENTS WITH PHYSICAL DIABILITES). ADDITIONALLY, THE FOUNDATION IS CURRENTLY IN A CAMPAIGN, BEYOND BARRIERS, TO SUPPORT ESKENAZI HEALTH'S EFFORTS ON SOCIAL DETERMINANTS OF HEALTH. 167268 167268 0 THE FOUNDATION MANAGES THE GEORGE H. RAWLS, MD SCHOLARSHIP FUND WHICH PROVIDES TUITION AND FEES FOR MINORITY STUDENTS TO STUDY AT THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. 3778107 true true false false false false false false true true true false false false true true false false false false false false false false false false true false true false false false false false false false false true false false false false true false true false true X 40 0 true 0 false false false false false false false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true true false IN X Trey Everly 3178804900 720 Eskenazi Ave 5th 3rd Bank Bldg Indianapolis IN 46202 Dennis D Oklak Vice Chair 1.0 X X 0 0 0 J Mark Howell Treasurer 1.0 X X 0 0 0 Sharon Barner Secretary 1.0 X X 0 0 0 William J McCarthy Chair 1.0 X X 0 0 0 Alessandro Franchi Board Member 1.0 X 0 0 0 Alice Kingsbury Schloss Board Member 1.0 X 0 0 0 Andrew T Bridge MD Board Member 1.0 X 0 0 0 Barton Peterson Board Member 1.0 X 0 0 0 Benjamin A Pecar Board Member 1.0 X 0 0 0 Brad A Bostic Board Member 1.0 X 0 0 0 Charlene A Barnette Board Member 1.0 X 0 0 0 Cherri D Hobgood MD Board Member 1.0 X 0 0 0 Darrianne P Christian Board Member 1.0 X 0 0 0 Deborah J Daniels Board Member 1.0 X 0 0 0 John F Ackerman Immediate Past Chair 1.0 X 0 0 0 John T Thompson Board Member 1.0 X 0 0 0 Kevin P Hipskind Board Member 1.0 X 0 0 0 KIAMESHA-SYLVIA COLOM BOARD MEMBER 1.0 X 0 0 0 Lisa E Harris MD Board Member 1.0 X 0 0 0 MANDY HESLIN BOARD MEMBER 1.0 X 0 0 0 Myrta J Pulliam Board Member 1.0 X 0 0 0 Paul Babcock Board Member 1.0 X 0 0 0 Robert Lazard Board Member 1.0 X 0 0 0 Sandra Eskenazi Board Member 1.0 X 0 0 0 Sherry D Davis Board Member 1.0 X 0 0 0 Thomas J Grande Board Member 1.0 X 0 0 0 Thomas J Pence Board Member 1.0 X 0 0 0 Virginia A Caine MD Board Member 1.0 X 0 0 0 Wayne Patrick Board Member 1.0 X 0 0 0 Ernest Vargo II President and CEO 40.0 X 0 486556 44552 Julie Rowlas COO 40.0 X 0 244245 23326 Ralph Everly CFO 40.0 X 0 141228 42233 CAROL DINNEEN Senior Major Gifts Officer 40.0 X 0 131175 6517 Michael Eikenberry Vice President, Major Gifts (beg July 2023) 40.0 X 0 107545 3645 0 1110749 120273 0 false true false Accordant Philanthropy LLC 105 Teal Nest Court Pont Vedra Beach FL 32082 Campaign consulting 660709 1 2522328 14657404 255757 17179732 0 0 0 0 0 2388185 2388185 0 0 33139238 4199 33659245 -520007 4199 -515808 -515808 0 0 0 0 0 19052109 0 0 1872377 3582170 3582170 1826541 162696 627726 1036119 377224 33241 136650 207333 39172 39172 95396 95396 164987 164987 230758 0 4383 226375 762478 85036 677442 35513 10466 25047 78722 38327 40395 1297 515 782 50923 50923 13652 5423 8229 13647 7944 5703 Meals 80054 62866 17188 Stewardship/Donor Appreciation 43136 16624 26512 Program Activities and Supplies 15054 15054 Professional Development 14036 14036 13193 0 13193 0 7437953 3778107 1388721 2271125 5924792 8247881 18912911 26677465 0 0 0 0 44246 59342 147438 87781 74629 59657 60967708 69579552 11614241 13028298 0 2790662 3086273 100329189 120738468 959878 855426 0 0 0 0 959878 855426 X 40294727 46802245 59074584 73080797 99369311 119883042 100329189 120738468 X 11614156 8810273 89302 X false true X true false X 10226493 5859492 6063429 11319712 17179732 50648858 0 36500 36500 36500 36500 36500 182500 10262993 5895992 6099929 11356212 17216232 50831358 20877055 29954303 1078305 1346841 3014184 2442455 2388185 10269970 0 16065 0 66993 66264 0 149322 61250650 0 0.4890 0.5502 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - NET INCOME FROM FUNDRAISING EVENTS, COLUMN A - 16065.0, COLUMN B - 0.0, COLUMN C - 66993.0, COLUMN D - 66264.0, COLUMN E - 0.0, COLUMN F - 149322.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25557773 171597 3062534 0 576131 28215773 28514567 74923 -2674851 0 356866 25557773 27758272 127190 3130832 0 2501727 28514567 26031524 73535 2167828 0 514615 27758272 19156069 4771667 2406693 302905 0 26031524 0.1036 0.4316 0.4648 true false 44029 30251 13778 43777 23552 20225 59632 33978 25654 59657 limited partnerships and LLCs 13028298 F 13028298 0 X 27802568 8810273 36500 85103 8931876 18870692 164987 16430 181417 19052109 7288837 36500 0 36500 7252337 164987 20629 185616 7437953 Schedule D, Part V, Line 4 Intended uses of endowment funds The Foundation's endowment consists of both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowments for the following purposes: Operations, Pediatrics, Scholarships, Orthopedic Care, Arts, Gardens, Music, Mental Health, and Students with Disabilities. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service (IRS) has determined that the foundation is a tax-exempt organization as defined in section 501(C)(3) of the Internal Revenue Code and is exempt from federal and state income taxes on related income. The Foundation has been classified as an organization that is not a private foundation under section 509(a) of the code. In 2012, the IRS further recognized the foundation as a public charity as described in sections 509(a)(1) and 170(b)(1)(A)(vi) of the Code. Current accounting standards require the Foundation to disclose the amount of potential benefit or obligation to be realized as a result of an examination performed by a taxing authority. For the years ended December 31, 2023 and 2022, management has determined that the Foundation does not have any tax positions that result in any uncertainties regarding the possible impact on the Foundation's financial statements. The Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Foundation recognizes interest and/or penalties related to income tax matters in income tax expense. The Foundation did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Value of Interest in Perpetual Trust - 89302 REVENUE NETTED WITH EXPENSES- GAIN ON SALE OF ASSET - -4199 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Expenses netted with revenue - bank / credit card fees - 16430 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Expenses Netted with Revenue - Bank / Credit Card Fees - 16430 REVENUE NETTED WITH EXPENSES- GAIN ON SALE OF ASSET - 4199 true Health and Hospital Corporation 3838 N Rural St Indianapolis IN 46205 356005697 501(C)(1) 3414902 0 GENERAL SUPPORT Indiana University School of Medicine 340 West 10th Street Fairbanks Hall Suite 6200 Indianapolis IN 462023082 366001673 501(C)(3) 167268 0 Scholarships 1 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarship payments are paid directly to Indiana University for the School of Medicine Rawls Scholarship recipients. Many Grant Funds to Health and Hospital Corporation are intended to support the programs of the organization. Grant funds are submitted to the hospital after receiving an expenditure request from the Hospital's Grants Department that includes copies of invoices to support the grant expenditure request. These invoices are reviewed to ensure that the expenditure is in agreement with the intended purpose of the grant. Patient and Eskenazi Health Employee Assistance Payments are intended to directly assist Eskenazi Health patients and employees. This assistance includes, but is not limited to, pharmacy prescription co-pays, bus/taxi transportation costs, and emergency and/or basic needs including shelter and clothing. X true true X X X X false true false false false false false false false Ernest Vargo II President and CEO 0 450589 0 0 0 35967 0 14597 0 29955 0 531108 0 0 Julie Rowlas COO 0 213736 0 0 0 30509 0 7482 0 15844 0 267571 0 0 Ralph Everly CFO 0 140723 0 0 0 505 0 4498 0 37735 0 183461 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees The President & CEO has a social club membership provided by Eskenazi Health Foundation. The club membership is not treated as taxable compensation to the individual because it is used for business purposes. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The organization has a supplemental nonqualified retirement plan for Ernest Vargo II (President and CEO). The organization contributed $36,390 to the plan during 2023. X 7 234007 Market value X Gift Cards 4 4000 Cost X Bus Passes 1000 17750 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - number of contributions Form 990, Part V, Line 2a COMMON PAYMASTER ALL FORMS W-2 ARE FILED ON BEHALF OF THE ORGANIZATION BY A RELATED ORGANIZATION, HEALTH AND HOSPITAL CORPORATION OF MARION COUNTY, INDIANA, WHICH IS ITS COMMON PAYMASTER. Form 990, Part VI, Line 1a Delegate broad authority to a committee The board of directors shall have an executive committee, which shall consist of the chair, the vice-chair, the secretary, the treasurer, the chairs of each standing committee, and other directors appointed by the board. The chair of the board of directors shall serve as the chair of the executive committee. The executive committee shall have and exercise all of the authority of the board of directors in the management of the foundation's affairs during intervals between the meetings of the board of directors except where prohibited by law. The executive committee shall be subject to the authority and supervision of the board of directors and shall cause minutes of its proceedings to be kept and filed with the minutes of the proceedings of the board of directors. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S MANAGEMENT, THE BOARD TREASURER, AND THE BOARD CHAIR. A COPY OF THE FORM 990 PUBLIC DISCLOSURE COPY IS DISTRIBUTED TO EVERY MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy A conflict of interest policy and questionnaire are distributed annually to the board of directors and officers of the organization. The responses to the questionnaires are reviewed by the governance committee. Any individuals with conflicts of interest shall refrain from voting on matters related to the conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation of the president & ceo is determined by the executive compensation committee of the board. The committee uses comparability data gathered by Human Resources to ensure compensation is reasonable. The process is documented in committee minutes. This process was last undertaken in 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION OF THE COO IS DETERMINED BY THE PRESIDENT & CEO. HE USES COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. THE PROCESS IS DOCUMENTED IN THE EMPLOYEE'S FILE. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Interest in Perpetual Trust - 89302; Schedule B, Part I and II Donor Gifts Health and Hospital Corporation of Marion County provides a generous operating grant to allow all donor gifts to be used as directed. HEALTH AND HOSPITAL CORPORATION 3838 N Rural St INDIANAPOLIS IN 46205 356005697 HEALTH CARE IN 501(c)(1) NA false false true true false false false false false false false false false false false true true true false false HEALTH AND HOSPITAL CORPORATION B 3414902 Cost HEALTH AND HOSPITAL CORPORATION C 2522328 Cost