2024-11-14T10:54:42-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 155 NORTH WACKER DRIVE CHICAGO IL 60606 990 2023-01-01 201964646 KINDRED EMPLOYEE ASSISTANCE FUND INC KIND 5025967300 680 S 4TH ST LOUISVILLE KY 40202 ANGELA GREEN DIRECTOR/PRESIDENT 5025967300 2024-11-14 1 1 VOULA SPYRIDIS P01795600 3128792000 2024-11-13 2023 2024-10-15 13:58:12Z THE HOPE FUND ANGELA GREEN 680 S 4TH ST LOUISVILLE KY 40202 271721 0 X KINDREDHEALTHCARE.COM/EMPLOYEES/HOPE-FUND X 2005 KY SEE SCHEDULE O 7 7 0 22 0 0 204107 271721 0 0 0 0 0 0 204107 271721 291354 1061416 0 0 0 0 0 0 707 3041 1591 294395 1063007 -90288 -791286 793503 3217 0 0 793503 3217 X TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES AND THEIR DEPENDENTS OF KINDRED HEALTHCARE, LLC AND ITS SUBSIDIARIES AND AFFILIATED COMPANIES, WHO ARE IN NEED OF BASIC NECESSITIES OR EXPERIENCE UNEXPECTED DEVASTATING FINANCIAL SETBACKS AS A RESULT OF AN ACCIDENT, ILLNESS, INJURY, DEATH, NATURAL DISASTER OR OTHER CATSTROPHIC EMERGENCY HARDSHIP EVENT. ADDITIONALLY, THROUGH THE SCHOLARSHIP OF HOPE PROGRAM, TO PROVIDE TUITION SCHOLARSHIP ASSISTANCE TO EMPLOYEES THAT ARE BLACK, INDIGENOUS, OR PEOPLE OF COLOR, WHICH INCLUDES ALL ETHNIC MINORITY GROUPS. 0 1 873647 873647 0 THE HOPE FUND PROVIDES MONETARY ASSISTANCE TO KINDRED EMPLOYEES EXPERIENCING FINANCIAL HARDSHIP DUE TO A CATASTROPHIC LIFE EVENT. IN 2023, THE HOPE FUND PROVIDED FINANCIAL ASSISTANCE TO 145 EMPLOYEES AND THEIR DEPENDENTS IN NEED OF BASIC NECESSITIES OR EXPERIENCED UNEXPECTED DEVASTATING FINANCIAL SETBACK AS A RESULT OF AN ACCIDENT, ILLNESS, INJURY, DEATH, NATURAL DISASTER OR OTHER CATASTROPHIC EMERGENCY HARDSHIP EVENT. 187769 187769 0 PROVIDE MONETARY ASSISTANCE TO KINDRED EMPLOYEES THAT RECEIVE THE SCHOLARSHIP OF HOPE. IN 2023, THE SCHOLARSHIP OF HOPE PROVIDED TUITION ASSISTANCE TO 30 EMPLOYEES. 1061416 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 KY X SCIONHEALTH 5025967300 680 SOUTH FOURTH STREET LOUISVILLE KY 40202 X JEFFREY HERDELIN DIRECTOR 1.00 0.00 X 0 0 0 NAKIA TREMBLE DIRECTOR 1.00 0.00 X 0 0 0 CHASTITY DAILEY DIRECTOR 1.00 0.00 X 0 0 0 ANGELA NORTH DIRECTOR, TERM END 09/01/23 1.00 0.00 X 0 0 0 LONNIE GENTRY DIRECTOR, TERM END 06/03/23 1.00 0.00 X 0 0 0 LON KAMINER DIRECTOR 1.00 0.00 X 0 0 0 ANGELA GREEN DIRECTOR/PRESIDENT 2.00 0.00 X X 0 0 0 JOY DAVIS DIRECTOR/TREASURER 2.00 0.00 X X 0 0 0 CHERYL PRIDDY DIRECTOR/SECRETARY 2.00 0.00 X X 0 0 0 JENNIFER HECKEL DIRECTOR, TERM END 01/01/23 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 271721 271721 271721 0 0 0 690488 690488 370928 370928 707 707 4 4 BANK SERVICE CHARGES 855 855 ANNUAL REPORT FEE 25 25 1063007 1061416 884 707 793503 3217 793503 3217 0 0 X 793503 3217 793503 3217 793503 3217 -791286 1000 0 X 0 0 0 X 229994 727977 291426 204107 271721 1725225 229994 727977 291426 204107 271721 1725225 782241 942984 1725225 0.54660 0.67280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC 3833 CLEGHORN AVE 400 NASHVILLE TN 37215 621471789 501 (C)(3) 690488 0 THE SCIONHEALTH HOPE FUND 1 0 CASH GRANTS FOR EMPLOYEE HARDSHIP ASSISTANCE 145 183159 0 CASH GRANTS FOR SCHOLARSHIP OF HOPE 30 187769 0 PART I, LINE 2: THE HOPE FUND MAINTAINS MONTHLY FINANCIAL REPORTING OF DONATIONS AND AWARDS PAID AND RETAINS HISTORICAL SUBMISSION RECORDS. AN EMPLOYEE MAY NOT RECEIVE MORE THAN TWO HOPE FUND AWARDS WITHIN THE LAST 12 ROLLING MONTHS. THE HOPE FUND WEBSITE CONTAINS REQUEST WORKSHEETS, THE LINK TO THE ELECTRONIC APPLICATION, INFORMATION ON THE AWARDS CRITERIA, AWARD PROCESS AND DOCUMENTATIONS REQUIREMENTS. THE SCHOLARSHIP OF HOPE IS ADMINISTERED BY THE HOPE FUND SELECTION COMMITTEE AND APPLICATIONS ARE SUBMITTED ONLINE. EACH SUBMISSION IS REVIEWED BY THE FUND ADMINISTRATOR TO ENSURE THE REQUIRED INFORMATION AND DOCUMENTATION WAS SUBMITTED AND MEETS THE AWARD CRITERIA. THE FUND ADMINISTRATOR THEN COMPILES THE REQUEST INFORMATION AND SUBMITS THE REQUEST TO HOPE FUND OFFICERS AND FULL BOARD (AS NEEDED) FOR REVIEW AND VOTE. AWARD AMOUNTS ARE SET USING THE HOPE FUND AWARD MATRIX. THE HOPE FUND SELECTION COMMITTEE WILL DETERMINE THE RECIPIENTS OF THE SCHOLARSHIP OF HOPE. PROCEDURES FOR SUPERVISING THE SCHOLARSHIPS AND MONITORING THE USE OF GRANT FUNDS INCLUDE THE UTILIZATION OF DASHBOARDS, WHICH ARE UPDATED BASED ON HOW EMPLOYEES ARE MATRICULATING THROUGH PURDUE UNIVERSITY GLOBAL TO ADJUST THE USE OF FUNDS BASED ON HOW QUICKLY COURSES ARE COMPLETED. IN ADDITION, GRADES AND COURSE COMPLETION ARE ALSO TRACKED. PART III, LINE 1 ANY ACTIVE EMPLOYEE CAN REQUEST ASSISTANCE IF THEY ARE EXPERIENCING A CATASTROPHIC EVENT SUCH AS DEATH OF AN EMPLOYEE OR IMMEDIATE FAMILY MEMBER, MEDICAL EVENTS, NATURAL DISASTER, DOMESTIC VIOLENCE OR OTHER SITUATIONS (INCLUDING HOMELESSNESS) RESULTING IN SEVERE FINANCIAL HARDSHIP. THE SCHOLARSHIP OF HOPE IS ADMINISTERED BY THE HOPE FUND AND OFFERS TUITION SCHOLARSHIP OPPORTUNITIES THROUGH PURDUE UNIVERSITY GLOBAL FOR ELIGIBLE EMPLOYEES. THE SPECIFIC CRITERIA USED TO SELECT RECIPIENTS INCLUDES: - FULL-TIME SCIONHEALTH EMPLOYEES WORKING AT LEAST 30 HOURS PER WEEK WHO HAVE COMPLETED ONE (1) YEAR OF CONTINUOUS EMPLOYMENT WITH SCIONHEALTH (LEGACY KINDRED/LEGACY LIFEPOINT) DURING THE 12 MONTHS IMMEDIATELY PRECEDING THE SCHOLARSHIP APPLICATION. - THE APPLICANT MUST BE BLACK, INDIGENOUS, OR A PERSON OF COLOR (I.E., ASIAN, HAWAIIAN/PACIFIC ISLANDER, HISPANIC, OR MIDDLE EASTERN). - THE APPLICANT MUST BE PAID THROUGH SCIONHEALTH'S PAYROLL SYSTEM UNDER AN EMPLOYER IDENTIFICATION NUMBER ASSIGNED TO SCIONHEALTH OR ANY RELATED EMPLOYER. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES AND THEIR DEPENDENTS OF KINDRED HEALTHCARE, LLC AND ITS SUBSIDIARIES AND AFFILIATED COMPANIES, WHO ARE IN NEED OF BASIC NECESSITIES OR EXPERIENCE UNEXPECTED DEVASTATING FINANCIAL SETBACKS AS A RESULT OF AN ACCIDENT, ILLNESS, INJURY, DEATH, NATURAL DISASTER OR OTHER CATSTROPHIC EMERGENCY HARDSHIP EVENT. ADDITIONALLY, THROUGH THE SCHOLARSHIP OF HOPE PROGRAM, TO PROVIDE TUITION SCHOLARSHIP ASSISTANCE TO EMPLOYEES THAT ARE BLACK, INDIGENOUS, OR PEOPLE OF COLOR, WHICH INCLUDES ALL ETHNIC MINORITY GROUPS. FORM 990, PART III, LINE 3 AS OF OCTOBER 1, 2023 THE HOPE FUND IS MANAGED BY THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY FOUNDATION STAFF AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT TAX ACCOUNT, ERNST & YOUNG U.S. LLP. THE FORM 990 IS THEN REVIEWED FOR ACCURACY AND SIGNED OFF ON BY FOUNDATION SECRETARY CHERYL PRIDDY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD AND ALL OFFICERS OF THE KINDRED EMPLOYEE ASSISTANCE FUND, INC. ("CORPORATION") SHALL DISCLOSE ALL REAL OR APPARENT CONFLICTS OF INTEREST THAT THEY DISCOVER OR HAVE BROUGHT TO THEIR ATTENTION IN CONNECTION WITH THE CORPORATION'S ACTIVITIES. "DISCLOSURE" AS USED HEREIN SHALL MEAN PROVIDING PROMPTLY TO THE APPROPRIATE PERSONS A WRITTEN DESCRIPTION OF THE FACTS COMPRISING THE REAL OR APPARENT CONFLICT OF INTEREST. IF THE BOARD SO ELECTS, AN ANNUAL DISCLOSURE STATEMENT MAY BE CIRCULATED TO DIRECTORS AND OFFICERS TO ASSIST THEM IN CONSIDERING SUCH DISCLOSURES, BUT DISCLOSURE IS APPROPRIATE WHENEVER CONFLICTS OF INTEREST MAY OCCUR. THE WRITTEN NOTICE OF DISCLOSURE OF CONFLICTS OF INTEREST SHALL BE FILED WITH THE PRESIDENT OR ANY OTHER PERSON DESIGNATED FROM TIME TO TIME TO RECEIVE SUCH NOTIFICATIONS. ALL DISCLOSURES OF REAL OR APPARENT CONFLICTS OF INTEREST RECEIVED HEREUNDER SHALL BE NOTED FOR RECORD IN THE MINUTES OF A MEETING OF THE BOARD. WHERE AN INDIVIDUAL DIRECTOR OR OFFICER BELIEVES THAT HE/SHE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY MIGHT HAVE OR DOES HAVE A REAL OR APPARENT CONFLICT OF INTEREST, HE/SHE SHOULD, IN ADDITION TO FILING THE NOTICE OF DISCLOSURE REQUIRED HEREUNDER, ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER SIMILAR DIRECT ACTION ON BEHALF OF THE CORPORATION WHERE THE CONFLICT OF INTEREST MIGHT PERTAIN BY LAW, AGREEMENT OR OTHERWISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS FORM 990 UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST.