2025-05-14T10:32:06-05:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 371136713 SARAH BUSH LINCOLN HEALTH FOUNDATION SARA 2172582591 1000 HEALTH CENTER DR MATTOON IL 619380372 SEAN FISCHER CFO 2172582102 2025-05-14 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2025-05-14 2023 2025-03-06 01:10:19Z KIM UPHOFF 1000 HEALTH CENTER DR MATTOON IL 619380372 6442985 0 X WWW.SARAHBUSH.ORG X 1983 IL SARAH BUSH LINCOLN HEALTH FOUNDATION PROVIDED GRANT DISTRIBUTIONS DURING THE YEAR WHICH WOULD SPECIFICALLY SUPPORT AND ENCOURAGE HEALTH CARE SERVICES FOR SARAH BUSH LINCOLN HEALTH CENTER, A RELATED NOT-FOR-PROFIT ORGANIZATION. 19 19 0 19 -3103 0 1899980 2215891 0 0 1601509 2304465 65203 118285 3566692 4638641 1515905 550821 0 0 0 0 0 0 349405 444185 436757 1960090 987578 1606602 3651063 27065071 32208219 1814919 3090713 25250152 29117506 SARAH BUSH LINCOLN HEALTH FOUNDATION PROVIDED GRANT DISTRIBUTIONS DURING THE YEAR WHICH WOULD SPECIFICALLY SUPPORT AND ENCOURAGE HEALTH CARE SERVICES FOR SARAH BUSH LINCOLN HEALTH CENTER, A RELATED NOT-FOR-PROFIT ORGANIZATION. 0 0 550821 550821 38100 SARAH BUSH LINCOLN HEALTH FOUNDATION PROVIDED GRANT DISTRIBUTIONS DURING THE YEAR WHICH SPECIFICALLY SUPPORT AND ENCOURAGE HEALTH CARE SERVICES FOR SARAH BUSH LINCOLN HEALTH CENTER, A RELATED NOT-FOR-PROFIT CORPORATION. 550821 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X SEAN FISCHER 2172582591 1000 HEALTH CENTER DR MATTOON IL 619380372 BARB LOVE CHAIRPERSON 1.00 0.00 X X 0 0 0 KYLE BANKS VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 KIRAN JOAG TREASURER 1.00 0.00 X X 0 0 0 TOM GRUNLOH SECRETARY 1.00 0.00 X X 0 0 0 GARY MIKEL PAST CHAIRPERSON 1.00 0.00 X X 0 0 0 ANN BECK DIRECTOR 3.00 0.00 X 0 0 0 AMY BORNTRAGER DIRECTOR 1.00 0.00 X 0 0 0 JEFF BRANSON DIRECTOR 1.00 0.00 X 0 0 0 SCOTT BLAND DIRECTOR 1.00 0.00 X 0 0 0 SCOTT EGGLESTON DIRECTOR 1.00 0.00 X 0 0 0 BLAKE FAIRCHILD DIRECTOR 1.00 0.00 X 0 0 0 MYLES HASTINGS DIRECTOR 1.00 0.00 X 0 0 0 PATTY HEDGES DIRECTOR 1.00 0.00 X 0 0 0 CORY KAUFFMAN DIRECTOR 1.00 0.00 X 0 0 0 NANCY SCHILLING DIRECTOR 1.00 0.00 X 0 0 0 MARK MAYHOOD DIRECTOR 1.00 0.00 X 0 0 0 KIRK SWENSEN DIRECTOR 1.00 0.00 X 0 0 0 KYLE THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 LAURA VOYLES DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM HILL DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 KIMBERLY UPHOFF PRESIDENT & CEO 5.00 50.00 X 0 1075358 71273 DENNIS PLUARD CHIEF FINANCE OFFICER 1.00 54.00 X 0 656336 88861 JERRY ESKER FORMER PRES. & CEO 5.00 50.00 X 0 381701 9619 0 2113395 169753 0 1 1 0 0 286445 1929446 2215891 2348944 -3103 2352047 38100 0 38100 38100 38100 1647366 1691845 -44479 -44479 -44479 127065 286445 100877 26188 26188 65619 11622 53997 53997 4638641 38100 -3103 2387753 536103 536103 14718 14718 305937 61187 244750 22603 4521 18082 1011 202 809 8944 1789 7155 10404 2081 8323 8618 1724 6894 480 96 384 ANNUAL FUND EXPENSES 20000 4000 16000 58760 11752 47008 987578 550821 87352 349405 100 100 2037694 3396310 249743 162747 12532 2914 1030401 269270 761612 761131 23995196 27272406 8194 612611 27065071 32208219 53788 1144 1761131 3089569 1814919 3090713 X 3025130 4327189 22225022 24790317 25250152 29117506 27065071 32208219 3651063 216291 0 X X 0 1 X 1 0 X X 1 SARAH BUSH LINCOLN HEALTH CENTER 371136714 3 0 501797 0 1 501797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION A, LINE 1: DESIGNATION OF SUPPORTED ORGANIZATION: THE ORGANIZATION'S SUPPORTED ORGANIZATION IS DESIGNATED BY PURPOSE IN THE ORGANIZING DOCUMENTS. THE PURPOSE OF THE ORGANIZATION IS TO SUPPORT HEALTH CARE SERVICES. SARAH BUSH LINCOLN HEALTH SYSTEM IS THE CORPORATE MEMBER OF BOTH SARAH BUSH LINCOLN HEALTH FOUNDATION AND SARAH BUSH LINCOLN HEALTH CENTER, THE SUPPORTED ORGANIZATION, AND THEREFORE, HAVE A HISTORIC AND CONTINUING RELATIONSHIP. SARAH BUSH LINCOLN HEALTH FOUNDATION SUPPORTS THE HEALTH CARE ACTIVITIES OF SARAH BUSH LINCOLN HEALTH CENTER. SCHEDULE A, PART IV, SECTION C, LINE 1: SUPPORTING ORGANIZATIONS: SARAH BUSH LINCOLN HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF SARAH BUSH LINCOLN HEALTH FOUNDATION AND SARAH BUSH LINCOLN HEALTH CENTER. THE SARAH BUSH LINCOLN HEALTH SYSTEM BOARD HAS TO APPROVE ALL NEW SARAH BUSH LINCOLN FOUNDATION BOARD MEMBERS BEFORE THEY CAN BE ELECTED. SARAH BUSH LINCOLN HEALTH FOUNDATION, SARAH BUSH LINCOLN HEALTH CENTER, AND SARAH BUSH LINCOLN HEALTH SYSTEM HAVE THE SAME OFFICERS: CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER, ETC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 365280 51204 2353940 1 1 13854826 52427 2844806 16752059 12079796 461697 1313333 13854826 8590329 5841235 -2351768 12079796 6529883 621386 1439060 8590329 5901732 581156 46995 6529883 0.31046 0.38780 0.30174 0 0 759492 759492 260257 260257 0 10652 9013 1639 761131 ANNUITIES PAYABLE 516502 DUE FROM FOUNDATION 2573067 3089569 X PART V, LINE 4: ENDOWMENTS: PER THE DONORS SPECIFIED INSTRUCTIONS, PERMANENT AND TERM ENDOWMENT FUNDS MAY BE USED FOR CHARITABLE, BENEVOLENT, EDUCATIONAL AND SCIENTIFIC PURPOSES TO SUPPORT SARAH BUSH LINCOLN HEALTH CENTER. THE PURPOSE OF THE BOARD DESIGNATED FUNDS IS TO PROVIDE FINANCIAL SUPPORT FOR ACTIVITIES OF THE SARAH BUSH LINCOLN HEALTH SYSTEM OR EXPENSES ASSOCIATED WITH MANAGING THE FOUNDATION. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE SYSTEM 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 SYSTEM AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, 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 SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE ENTITIES HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2023. 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). FEST OF TREES 215443 149440 66003 2000 9993 25888 GOLF BENEFIT 111567 84650 26917 1600 1000 14751 8057 12145 3 86500 52355 34145 1780 10269 4100 9294 413510 286445 127065 3600 1000 16531 28319 4100 47327 100877 26188 65619 11622 1 1.00000 65619 11622 11622 53997 IL 1 0 1 0 1.00000 KIMBERLY LOCKART 1000 HEALTH CENTER DRIVE MATTOON IL 61938 0 KIMBERLY LOCKART COORDINATES ANNUAL GAMING EVENTS (PAID BY RELATED ORGANIZATION) 0 1 SARAH BUSH LINCOLN HEALTH CENTER 1000 HEALTH CENTER DRIVE MATTOON IL 61938 237098532 501C3 501797 0 OPERATIONS, INDIGENT PATIENTS, MEDICINES, PROGRAMS, EDUCATION, CAPITAL, OTHER VARIOUS SARAH BUSH LINCOLN GUILD 1000 HEALTH CENTER DRIVE MATTOON IL 61938 371019517 501C3 34306 0 SCHOLARSHIPS 2 SCHOLARSHIPS 14 14718 PART I, LINE 2: MOST FOUNDATION DISTRIBUTIONS ARE SELECTED DURING THE BUDGET PROCESS. MONTHLY REQUESTS ARE RECEIVED FOR SPECIAL PURPOSES. ALL DISTRIBUTIONS ARE APPROVED BY THE SARAH BUSH LINCOLN HEALTH FOUNDATION BOARD. DOCUMENTATION IS RECORDED FOR ALL GRANTS MADE. MONTHLY REPORTS ARE DISTRIBUTED TO THE FOUNDATION BY ACCOUNTING OF ALL GRANTS DISBURSED. 0 1 0 0 0 0 0 0 0 KIMBERLY UPHOFF PRESIDENT & CEO 0 645521 0 241988 0 187849 0 15000 0 56273 0 1146631 0 0 DENNIS PLUARD CHIEF FINANCE OFFICER 0 441245 0 110773 0 104318 0 15000 0 73861 0 745197 0 0 JERRY ESKER FORMER PRES. & CEO 0 61208 0 241099 0 79394 0 2188 0 7431 0 391320 0 0 PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SARAH BUSH LINCOLN HEALTH CENTER CURRENTLY MAINTAINS A NONQUALIFED, UNFUNDED, DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ON BEHALF OF CERTAIN DESIGNATED MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN IS INTENDED TO BE AN UNFUNDED DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES, AS DESCRIBED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). THE FOLLOWING PERSONS LISTED IN FORM 990, PART VII ARE PARTICIPANTS IN THE PLAN: DENNIS PLUARD KIMBERLY UPHOFF JERRY ESKER SCHEDULE J, PART 1, LINE 3 ESTABLISHING COMPENSATION: THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING FACTORS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 ANN BECK, DIRECTOR AND BARB LOVE, DIRECTOR HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS SARAH BUSH LINCOLN HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS MAY ELECT NEW MEMBERS AFTER THE SBL SYSTEM BOARD APPROVES THEM. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY MAY NOT TAKE THE FOLLOWING ACTION WITHOUT PRIOR APPROVAL OF THE SOLE CORPORATE MEMBER: 1.) ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OR ADOPT BYLAWS FOR ANY SUBSIDIARY 2.) APPROVE THE ANNUAL OPERATING BUDGET OR APPROVE ANY FORMAL LONG-RANGE PLAN 3.) APPROVE ANY TRANSACTION FOR WHICH THE CORPORATION WOULD BE REQUIRED TO OBTAIN CERTIFICATE OF NEED APPROVAL UNDER ILLINOIS LAW 4.) BORROW FUNDS, OR INCUR DEBT, WHETHER SECURED OR UNSECURED. 5.) APPROVE OR ADOPT ANY PLAN OR MERGER OR CONSOLIDATION, OR ANY SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL (10% OR MORE) OF THE PROPERTY AND ASSETS OF THE CORPORATION 6.) SELECT AUDITORS FOR THE CORPORATION 7.) CREATE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE CORPORATION, OR CREATE ANY OTHER CORPORATION OF WHICH THE CORPORATION IS A MEMBER 8.) DISSOLVE THE CORPORATION OR ADOPT ANY PLAN OF DISSOLUTION FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR ACCOUNTING STAFF REVIEWS ALL ELEMENTS OF THE 990 BASED ON PRIOR KNOWLEDGE AND INTERVIEWS WITH OTHER INDIVIDUALS IN THE ORGANIZATION. IN ADDITION, BOARD MEMBERS SUBMIT DETAILED QUESTIONNAIRES WITH REGARDS TO THEIR RELATIONSHIPS WITH THE ORGANIZATION PER THE RECOMMENDATION WITH INDEPENDENT CONSULTANTS. THE FINAL FORM 990 IS DISTRIBUTED TO THE BOARD VIA EMAIL FOR REVIEW AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY COMPLETE A CERTIFICATION STATEMENT WHICH IDENTIFIES POSSIBLE CONFLICTS OF INTEREST RELATED TO THEIR PROFESSIONAL AND PERSONAL LIVES. DURING DELIBERATIONS AND DECISIONS ON WHICH THERE APPEARS TO BE A CONFLICT OF INTEREST, THE BOARD MEMBER IS EXCUSED FROM THE DISCUSSION AND DELIBERATION, SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM IN RESPECT TO THE TRANSACTION OR CONTRACT. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES FOR SARAH BUSH LINCOLN HEALTH FOUNDATION ARE PAID BY SARAH BUSH LINCOLN HEALTH CENTER. THE FOUNDATION RECORDS COMPENSATION OF ITS PERSONNEL FOR 990 REPORTING AS MANAGEMENT FEES. COMPENSATION IS DETERMINED BY THE SBL HEALTH CENTER ANNUALLY AFTER INTERNAL REVIEW OF MARKET DATA FROM OUTSIDE CONSULTANTS WITH RECOMMENDATIONS PRESENTED TO THE ADMINISTRATION TEAM FOR APPROVAL. THE BOARD APPROVES THE OVERALL COMPENSATION PROGRAM. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY, SARAH BUSH LINCOLN HEALTH CENTER, THE FOUNDATION'S RELATED ORGANIZATION, POSTS THEIR COMMUNITY BENEFITS STATEMENT ON OUR PUBLIC WEBSITE. NO OTHER GOVERNING DOCUMENTS ARE ROUTINELY MADE AVAILABLE. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE SOLE CORPORATE MEMBER ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT; AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. SARAH BUSH LINCOLN HEALTH CENTER 1000 HEALTH CENTER DRIVE MATTOON IL 61938 237098532 HEALTH CARE IL 501(C)(3) LINE 3 N/A 0 SARAH BUSH LINCOLN HEALTH SYSTEM 1000 HEALTH CENTER DRIVE MATTOON IL 61938 371136714 PARENT ORG IL 501(C)(3) LINE 12B, II N/A 0 HEARTLAND HEALTH SYSTEM INC 1000 HEALTH CENTER DRIVE MATTOON IL 61938 201890414 HEALTH CARE IL 501(C)(3) LINE 3 N/A 0 EFFINGHAM SURGICAL PARTNERS 1000 HEALTH CENTER DRIVE MATTOON IL 61938 371409876 MEDICAL SERVICES IL N/A 0 0 SARAH BUSH LINCOLN CAPTIVE INSURANCE LTD 18 FORUM LANE 2ND FLOOR PO BOX 69 GEORGE TOWN CJ INSURANCE CJ N/A 0 BONUTTI ORTHOPEDIC SERVICES INC 1303 W EVERGREEN AVE EFFINGHAM IL 62401 371257387 HEALTHCARE IL N/A C 0 SBL PRACTICE ACQUISITIONS 1000 HEALTH CENTER DRIVE MATTOON IL 61938 824716884 MANAGEMENT IL N/A C 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1