2024-11-15T14:43:20-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 351642823 UNION HOSPITAL FOUNDATION INC UNIO 8122387534 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 MATTHEW NEALON ASST TREASURER 8122387000 2024-11-15 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-15 2023 2024-10-15 13:58:12Z UNION HEALTH FOUNDATION INC MARGOT GILLESPIE 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 6630154 0 X WWW.UNIONHEALTHFOUNDATION.ORG X 1985 IN SUPPORT ADVANCES IN MEDICAL CARE AND INITIATIVES TO IMPROVE HEALTH FOR THE RESIDENTS OF WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC. UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS WHICH SERVE THIS PURPOSE. 20 16 6 50 0 0 5039136 1116356 0 0 875177 905725 177295 231611 6091608 2253692 2331045 1256064 0 0 512541 458701 0 0 23155 299956 278996 3143542 1993761 2948066 259931 24156820 26087342 6796828 6924895 17359992 19162447 SUPPORT ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS WHICH SERVE THIS PURPOSE. 0 0 1651340 1222164 PROGRAM EXPENSES RELATED TO SUPPORTING ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS TO FURTHER THE DELIVERY OF HEALTHCARE SERVICES TO THE WABASH VALLEY.THE FOUNDATION RECEIVES MANY DONATIONS ON BEHALF OF UNION HOSPITAL AND OTHER CHARITABLE ORGANIZATIONS RELATED TO THE FOUNDATION'S MISSION. THESE DONATIONS HELD ON THE HOSPITAL'S BEHALF ARE RECORDED IN AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BALANCE SHEET. DURING THE YEAR THERE WAS APPROXIMATELY $520,153 IN AGENCY GRANTS APPROVED FOR DISBURSEMENT. 33900 33900 ACADEMIC SCHOLARSHIP AWARDS TO BE APPLIED TO THE TUITION AND RELATED EDUCATION EXPENSES OF NUMEROUS STUDENTS ATTENDING VARIOUS COLLEGES AND UNIVERSITIES. 1685240 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X MATTHEW NEALON 8122387601 1606 NORTH SEVENTH STREET TERRE HAUTE IN 47804 MARGOT GILLESPIE CHAIRPERSON 4.00 0.00 X X 0 0 0 MARY DOTI VICE-CHAIRMAN 1.00 3.00 X X 0 0 0 SANTHANA NAIDU SECRETARY 1.00 0.00 X X 0 0 0 MARLENE LENZ ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 CARRIE MASCHINO TREASURER 1.00 0.00 X X 0 0 0 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 740221 44768 JULIE BOWERS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT R BROWN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD BURGER DIRECTOR 1.00 0.00 X 0 0 0 JO EINSTANDIG DIRECTOR 1.00 0.00 X 0 0 0 JOHN ETLING DIRECTOR 1.00 0.00 X 0 0 0 DAVID FRIEDRICH DIRECTOR 1.00 0.00 X 0 0 0 ROBERT W HAERR MD DIRECTOR 1.00 0.00 X 0 0 0 STEVEN M HOLMAN DIRECTOR 20.00 20.00 X 0 1647478 40333 MARK METHENY DIRECTOR 1.00 0.00 X 0 0 0 DONALD SCOTT DIRECTOR 1.00 3.00 X 0 0 0 ERIK SOUTHARD DIRECTOR 1.00 0.00 X 0 0 0 CHARLES COCHRAN III MD DIRECTOR 1.00 0.00 X 0 0 0 HICHAM RAHMOUNI DIRECTOR 1.00 0.00 X 0 0 0 JOEL HARBAUGH EXECUTIVE DIRECTOR PARTIAL TERM 60.00 1.00 X X 0 131439 17137 KELLY WALKER INTERIM PRESIDENT 40.00 0.00 X X 0 93470 17610 0 2612608 119848 0 0 1 0 0 17492 1098864 51436 1116356 337833 337833 44000 8692 35308 35308 35308 4868261 4300369 567892 567892 567892 175671 17492 67401 108270 108270 VENDING INCOME 900099 88033 88033 88033 2253692 0 0 1137336 1222164 1222164 33900 33900 371204 278403 85377 7424 59352 38579 19586 1187 28145 21046 6531 568 93276 93276 64161 64161 17681 16571 1110 2710 2710 20117 12867 4068 3182 30229 29416 813 6442 5475 967 14411 10808 3603 2098 2098 RECOGNITION EXPENSE 6605 6569 36 DUES & SUBSCRIPTIONS 5138 2975 2163 LICENSES AND FEES 3826 2560 1266 CONTRIBUTION EXPENSES 1501 1501 10801 1809 944 8048 1993761 1685240 285366 23155 2556493 1225029 300000 350000 44259 83900 761061 531835 251672 229226 14912161 18128441 6092235 6070746 24156820 26087342 132330 97968 1111274 1231311 2000 5553224 5593616 6796828 6924895 X 13556624 14919013 3803368 4243434 17359992 19162447 24156820 26087342 X 259931 1550837 -8313 X X 0 1 X 1 0 X X 2 UNION HOSPITAL INC 350876396 3 1 477625 0 UNION HOSPITAL HEALTH SERVICES INC 351642805 10 1 0 0 2 477625 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3, SIGNIFICANT VOICE: THE SUPPORTED ORGANIZATION HAD A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME THROUGH HAVING BOARD MEMBERS FROM THE SUPPORTED ORGANIZATION SERVING ON THE ORGANIZATION'S COMMITTEES THAT DIRECT THE USE OF FUNDS. PART IV, SECTION E, LINE 2A, DIRECT FURTHERANCE: THE ORGANIZATION RECEIVES DONATIONS ON BEHALF OF UNION HOSPITAL, INC. AND UNION HOSPITAL HEALTH SERVICES, INC. THESE DONATIONS ARE FORWARDED TO THE SUPPORTING ORGANIZATIONS IN THE FORM OF GRANTS. THESE GRANTS FURTHER THE DELIVERY OF HEALTHCARE SERVICES PROVIDED BY THESE SUPPORTING ORGANIZATIONS. THE ORGANIZATION'S BOARD AND COMMITTEES INCLUDE BOARD MEMBERS FROM THE SUPPORTING ORGANIZATIONS TO HELP DETERMINE THE USE OF FUNDS. GRANT MONITORING AND DISCLOSURE OF ACTIVITIES TO THE SUPPORTING ORGANIZATIONS ENSURES THESE ACTIVITIES CONSTITUTE SUBSTANTIALLY ALL OF ITS ACTIVITIES. PART IV, SECTION E, LINE 2B, BUT FOR: IF THE ORGANIZATION DID NOT PERFORM THE ACTIVITIES THAT FURTHER THE HOSPITAL'S EXEMPT PURPOSES, THE HOSPITAL WOULD NEED TO BE ENGAGED IN THIS ACTIVITY, WHICH WOULD DIVERT HOSPITAL RESOURCES FROM PROVIDING MORE MEDICAL CARE TO THE COMMUNITY. PART IV, SECTION A, LINE 1: THE ORGANIZATION PROVIDES FINANCIAL SUPPORT THROUGH CHARITABLE GIVING TO UNION HOSPITAL AND OTHER AFFILIATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5480346 142331 941816 12200 24172 6528121 5645880 814270 928784 14400 36620 5480346 4911051 105680 665884 36735 5645880 5193839 47090 852751 1182629 4911051 4420422 41565 696306 -35546 5193839 0.37184 0.45330 0.17486 0 0 51000 86251 137251 339000 204382 452716 90666 80428 79119 1309 229226 6070746 F 6070746 X PART IV, LINE 2B: UNION HOSPITAL FOUNDATION RECEIVES MANY DONATIONS ON BEHALF OF UNION HOSPITAL AND OTHER CHARITABLE ORGANIZATIONS RELATED TO THE FOUNDATION'S MISSION. THESE DONATIONS HELD ON THE HOSPITAL'S BEHALF ARE RECORDED IN AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BOOKS AND THE BENEFICIARY ORGANIZATION IS MADE AWARE OF THE FUNDS HELD. EXPENSES RELATED TO CHARITABLE EVENTS ON BEHALF OF THESE OTHER ENTITIES ARE NETTED FROM THE AGENCY LIABILITY BALANCE. INVESTMENT INCOME/EXPENSE ALLOCATED TO THESE FUNDS IS ALSO POSTED TO THE AGENCY LIABILITY ACCOUNTS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF SIXTY INDIVIDUAL FUNDS (NINE PERMANENTLY RESTRICTED, THIRTY-SIX TEMPORARILY RESTRICTED, AND SEVENTEEN BOARD-DESIGNATED) THAT ARE GENERALLY ESTABLISHED FOR ONE OF THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2023: FOUNDATION OPERATING SUPPORT, SCHOLARSHIPS, SPECIFIC HOSPITAL DEPARTMENT SUPPORT, OR SPECIFIC HOSPITAL PATIENT SERVICE SUPPORT. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND VNA AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION OR VNA HAS 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 FOUNDATION AND VNA, 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. THE FOUNDATION AND VNA ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. GOLF TOURNAMENT 119475 9248 110227 1905 21789 4287 2382 GALA 73688 8244 65444 1300 12268 8175 15295 193163 17492 175671 1905 23089 16555 8175 17677 67401 108270 1 INDIANA STATE UNIVERSITY FOUNDATION 30 N FIFTH ST TERRE HAUTE IN 47809 356045550 501C3 100000 0 CHARITABLE GRANT NORTH CENTRAL PARKE COMM SCHOOLS 1551 E SR 47 MARSHALL IN 47859 461499969 CITY OF ROCKVILLE 6812 0 CHARITABLE GRANT RURAL HEALTH INNOVATION COLLABORATION 1606 N 7TH ST TERRE HAUTE IN 47804 271374208 501C3 57029 0 CHARITABLE GRANT ST MARY OF THE WOODS COLLEGE 1 ST MARY OF THE WOODS ST MARY OF THE WOODS IN 47876 351065063 501C3 100000 0 CHARITABLE GRANT UNION HOSPITAL 1606 N 7TH ST TERRE HAUTE IN 47804 350876396 501C3 477625 0 CHARITABLE GRANT UNITED WAY OF THE WABASH VALLEY 100 S 7TH ST TERRE HAUTE IN 47807 351008531 501C3 18000 0 CHARITABLE GRANT VIGO COUNTY SCHOOL CORPORATION PO BOX 3703 TERRE HAUTE IN 47803 356007261 VIGO COUNTY 110552 0 CHARITABLE GRANT VNA HOSPICE OF THE WABASH VALLEY 400 8TH AVE TERRE HAUTE IN 47804 350869064 501C3 157794 0 CHARITABLE GRANT 8 SCHOLARSHIPS AND ASSISTANCE 48 33900 PART I, LINE 2: THE FOUNDATION RECEIVES A "GRANT OUTCOME REPORT" FROM GRANT RECIPIENTS. A GREAT MAJORITY OF THE FOUNDATION'S GRANTS ARE TO UNION HOSPITAL, INC. THE FOUNDATION'S BOARD OF DIRECTORS RECEIVES REGULAR VERBAL REPORTS FROM KEY MEMBERS OF THE HOSPITAL ADMINISTRATION. SCHOLARSHIP RECIPIENTS MUST PROVIDE GRADE REPORTS SHOWING SATISFACTORY PROGRESS BEFORE 2ND SEMESTER SCHOLARSHIP AWARDS ARE PAID. 0 0 0 0 0 0 0 0 0 STEVEN M HOLMAN DIRECTOR 0 1039237 0 374344 0 233897 0 15898 0 24435 0 1687811 0 0 MATTHEW NEALON ASST. TREASURER 0 528287 0 124710 0 87224 0 16250 0 28518 0 784989 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS DETERMINED BY A RELATED ORGANIZATION, VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC., USING THE FOLLOWING METHODS: - ANNUAL REVIEW BY EXECUTIVE COMMITTEE BASED ON PERFORMANCE - RESEARCH COMPARISON WITH SIMILAR ORGANIZATIONS X CAKES FOR NEWBORN MOTHERS 1976 39520 FMV X ITEMS FOR NICU FAMILIY ASSISTANCE 414 7058 FMV X GIFT BAGS/TOTES/MISC. ITEMS FOR PATIENTS 69 2421 FMV X TOYS 62 1240 FMV X OFFICE CHAIRS 5 1197 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN SIX (6) MEMBERS OF THE BOARD, INCLUDING THE CHAIRMAN OF THE BOARD, VICE CHAIRMAN OF THE BOARD, IMMEDIATE PAST CHAIRMAN OF THE BOARD, THE CEO OF UNION HEALTH SYSTEM, INC., SECRETARY, TREASURER AND SUCH OTHER MEMBERS OF THE BOARD AS ARE NECESSARY TO COMPLETE THE COMMITTEE AS DETERMINED BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN OF THE BOARD SHALL BE CHAIRMAN OF THIS COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, BUT THE EXECUTIVE COMMITTEE MUST REPORT ALL ITS ACTIVITIES TO THE BOARD OF DIRECTORS AS SOON AS IS FEASIBLE. ALL DECISIONS OF THE EXECUTIVE COMMITTEE SHALL REQUIRE AGREEMENT AND CONSENT OF AT LEAST A MAJORITY OF THE TOTAL COMMITTEE MEMBERSHIP. MEETINGS OF THE EXECUTIVE COMMITTEE SHALL BE HAD BY CALL OF THE CHAIRMAN OF THE BOARD WHICH NEED NOT BE IN WRITING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, ASSISTANT TREASURER, AND ACCOUNTANTS. THE GOVERNING BODY RECEIVES THE FORM 990 AND THE FINAL FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE ENFORCED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE SCOPE OF THIS POLICY INCLUDES ALL LEASED EMPLOYEES OF THE FOUNDATION AS WELL AS BOARD MEMBERS WHO HAVE AN INTEREST IN THE FOUNDATION'S DEALINGS. THE POLICY IS IN PLACE TO DETECT POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE. A SELF DISCLOSURE FROM COVERED PERSONS TO THE ORGANIZATION IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE REMAINING BOARD, COMMITTEE OR SUBCOMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR RECEIVES ANNUAL PERFORMANCE REVIEWS FROM BOTH THE PRESIDENT AND EXECUTIVE COMMITTEE OF UNION HEALTH FOUNDATION. COMPENSATION OF EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS IS RESEARCHED AND OBTAINED FOR USE IN ESTABLISHING THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: AGENCY GRANTS TO OTHERS 471,960. AGENCY CONTRIBUTIONS FROM OTHERS -364,933. INVESTMENT IN SUBSIDARY EARNINGS -179,282. ENDOWMENT FUNDS TRANSFERRED 25,899. AGENCY EXPENSES NOT INCLUDED IN AUDIT 38,043. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. CENTER FOR OCCUPATIONAL HEALTH 4001 WABASH AVENUE TERRE HAUTE IN 47803 352118417 OCCUPATIONAL HEALTH SERVICES IN 501(C)(3) LINE 3 UNION HOSPITAL 1 UNION ASSOCIATED PHYSICIAN CLINIC INC 1606 N 7TH STREET TERRE HAUTE IN 47804 270581401 PHYSICIAN GROUP IN 501(C)(3) LINE 10 UNION HEALTH SYSTEM 1 UNION HEALTH SYSTEMS 1606 N 7TH STREET TERRE HAUTE IN 47804 270581133 MANAGEMENT ORGANIZATION IN 501(C)(3) LINE 12B, II N/A 0 UNION HOSPITAL INC 1606 N 7TH STREET TERRE HAUTE IN 47804 350876396 HOSPITAL IN 501(C)(3) LINE 3 UNION HEALTH SYSTEM 1 VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC 400 8TH AVENUE TERRE HAUTE IN 47804 350869064 HOME HEALTH AND HOSPICE CARE IN 501(C)(3) LINE 10 UNION HOSPITAL FOUNDATION INC 1 UNION HOSPITAL THERAPY LLC 150 N ROSENBERGER EVANSVILLE IN 47712 464357168 REHABILITATION AND THERAPY SERVICES IN N/A 0 0 CARDIOVASCULAR MANAGEMENT LLC 2723 S 7TH STREET TERRE HAUTE IN 47802 208742344 MEDICAL SERVICES IN N/A 0 0 ONCOLOGY SERVICES GROUP LLC 6100 W 96TH STREET SUITE 125 INDIANAPOLIS IN 46278 208567643 MEDICAL SERVICES IN N/A 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0