2025-11-17T15:19:30-06:00 2024-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-01-01 350869064 VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC VISI 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 MEAGAN BARISICH FINANCE DIRECTOR 8122327611 2025-11-17 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2025-11-17 2024 2025-03-06 01:10:19Z KIM STREETER 400 8TH AVENUE TERRE HAUTE IN 47804 10091315 0 X WWW.MYHOSPICEVNA.ORG X 1916 IN PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY. 15 10 132 34 0 0 217733 265339 9245476 9507440 148710 110269 -40867 -37105 9571052 9845943 0 0 0 0 7925969 8024339 0 0 25210 2258187 2543141 10184156 10567480 -613104 -721537 7353737 6973266 1165612 1203924 6188125 5769342 X PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY...OUR PASSION, OUR PROMISE, OUR PRIVILEGE 0 0 4097488 7717252 THE ORGANIZATION PROVIDES PHYSICIAN DRIVEN NURSING CARE, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES AND HOME HEALTH AIDE SERVICES TO THE RESIDENTS OF VIGO AND SURROUNDING COUNTIES IN INDIANA. DURING THE YEAR, 31,759 HOME HEALTH CARE VISITS WERE MADE TO 1,610 PATIENTS WITH APPROXIMATELY 36% TRADITIONAL MEDICARE AND 33% COMPRISED OF MANAGED CARE PLANS. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. THESE PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 2435158 1385534 THE ORGANIZATION PROVIDES HOSPICE CARE AND SUPPORT TO TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 22,268 DAYS OF SERVICE WERE PROVIDED TO 662 PATIENTS DURING THE 2024 YEAR. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 95% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 1176737 403489 THE ORGANIZATION ALSO PROVIDES IN-PATIENT HOSPICE CARE AND SUPPORT FOR PATIENTS THAT MEET THE MEDICARE GENERAL-IN-PATIENT (GIP) CRITERIA AND CAN NO LONGER BE CARED FOR IN THEIR HOMES. THIS SUPPORT IS PROVIDED TO TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 1,004 DAYS OF SERVICE WERE PROVIDED TO 339 PATIENTS DURING THE 2024 YEAR. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 88% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS.COMMUNITY HOSPICE AGENCIES ARE CONTRACTED TO USE OUR IN-PATIENT FACILITY. 49 DAYS OF SERVICE WERE PROVIDED TO 14 OF THESE PATIENTS. 73667 1551 OTHER PROGRAM SERVICES 73667 1551 7783050 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 8 0 1 132 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 10 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X MEAGAN BARISICH 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 GREG GIBSON CHAIR 1.00 0.00 X X 0 0 0 CAROL MYERS SECRETARY 1.00 0.00 X X 0 0 0 RHONDA SMITH ASST. SECRETARY 1.00 40.00 X X 0 506214 27966 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 631856 48114 DON SCOTT JR TREASURER 1.00 4.00 X X 0 0 0 KAREN DYER DIRECTOR 1.00 0.00 X 0 0 0 MIKE FARR DIRECTOR 1.00 0.00 X 0 0 0 AMY HOCK DIRECTOR 1.00 40.00 X 0 540147 41852 DERRI LEWELLYN DIRECTOR 1.00 0.00 X 0 0 0 TOM MILLER DIRECTOR 1.00 0.00 X 0 0 0 JENNY NEWLIN DIRECTOR 1.00 0.00 X 0 0 0 BECKY MILLER DIRECTOR/UHF PRESIDENT 1.00 40.00 X 0 129353 5107 SUE JARVIS DIRECTOR 1.00 0.00 X 0 0 0 JEFF SMITH DIRECTOR 1.00 0.00 X 0 0 0 TROY HELMAN DIRECTOR PARTIAL TERM 1.00 1.00 X 0 0 0 DON IRELAND VICE CHAIR PARTIAL TERM 1.00 0.00 X X 0 0 0 TRUDY RUPSKA PRES./CHIEF EXEC. PARTIAL TERM 40.00 0.00 X X 132894 0 154 KIM STREETER PRESIDENT/CHIEF EXECUTIVE 40.00 0.00 X X 114985 0 18336 LYNN MORALES FINANCE DIRECTOR 40.00 0.00 X 104177 0 607 AMY MCHENRY REGULATORY DIRECTOR 40.00 0.00 X 107072 0 28860 TRACY RIPPY BUSINESS DEV. DIRECTOR 40.00 0.00 X 94784 0 15887 KIM WELKER PHYSICAL THERAPIST 40.00 0.00 X 201228 0 28977 EWA GASIOROWSKI PHYSICAL THERAPIST 40.00 0.00 X 107302 0 22598 EARL EVIDENTE PHYSICAL THERAPIST 40.00 0.00 X 124385 0 21288 FERNANDO DELA CRUZ OCCUPATIONAL THERAPIST 40.00 0.00 X 103016 0 16088 CHLOE GRIGSBY PATIENT CARE COORDINATOR 40.00 0.00 X 124983 0 10824 1214826 1807570 286658 36 0 1 0 0 97729 167610 265339 NET PATIENT SERVICE REVENUE 621610 9507440 9507440 9507440 75505 75505 242645 207881 34764 34764 34764 0 97729 37491 -37491 -37491 MISC. INCOME 456199 386 386 386 9845943 9507826 0 72778 617756 448905 168851 5603189 4071668 1512080 19441 92122 66942 24892 288 1208421 878123 326522 3776 502851 365407 135873 1571 911 562 349 22450 13854 8596 411579 336653 74926 47296 29783 17513 145401 91562 53705 134 374298 230975 143323 188305 118580 69725 191933 188938 2995 114582 72155 42427 22898 14419 8479 178306 79810 98496 126149 79439 46710 PATIENT EXPENSES 654867 654867 DUES & SUBSCRIPTIONS 12286 7737 4549 GRANT EXPENSE 5052 3181 1871 46828 29490 17338 10567480 7783050 2759220 25210 100 100 1209052 905791 0 1558328 1224499 10719 9309 23037 39299 2533004 1539213 1118292 993791 2905354 3294224 528855 506253 7353737 6973266 505853 659481 152504 108254 507255 436189 1165612 1203924 X 6045407 5645205 142718 124137 6188125 5769342 7353737 6973266 X -721537 285365 17389 X X 0 1 X 1 0 X 1860590 174611 152448 217733 265339 2670721 9246297 9404926 8861471 9245476 9507440 46265610 11106887 9579537 9013919 9463209 9772779 48936331 38070 45271 65000 35000 45000 228341 0 38070 45271 65000 35000 45000 228341 48707990 39150 46936 47828 53228 75505 262647 39150 46936 47828 53228 75505 262647 933 1795 49500 6895 386 59509 11146970 9628268 9111247 9523332 9848670 49258487 0.98880 0.99010 0.00530 0.00460 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FLU CLINIC - 2020 AMOUNT: $ 375. 2021 AMOUNT: $ 1,381. 2022 AMOUNT: $ 2,139. 2023 AMOUNT: $ 915. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 558. 2021 AMOUNT: $ 414. 2022 AMOUNT: $ 47,361. 2023 AMOUNT: $ 5,980. 2024 AMOUNT: $ 386. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2104 2104 0 PART II-B, LINE 1: PORTION OF DUES PAID TO NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION (NHPCO) & INDIANA ASSOCIATION FOR HOME & HOSPICE CARE (IAHHC) ATTRIBUTED TO LOBBYING EXPENSES. 142718 3860 22441 124137 301336 8973 167591 142718 358973 3490 61127 301336 354375 7974 3376 358973 454812 4820 105257 354375 1.00000 0 0 1325675 410013 915662 1207329 1129200 78129 993791 RIGHT-OF-USE OPERATING LEASE ASSET 406263 INTEREST IN NET ASSETS OF UNION HOSPITAL FOUNDATION 99990 506253 LEASE LIABILITIES 436189 436189 X 10186188 285365 17389 302754 9883434 -37491 -37491 9845943 10604971 37491 37491 10567480 0 10567480 PART V, LINE 4: THE ORGANIZATION REPORTS ITS FINANCIAL POSITION AND ACTIVITIES WITH TEMPORARILY RESTRICTED NET ASSETS, WHICH REPRESENT NET ASSETS THAT ARE RESTRICTED BY THE DONOR, GRANTOR, OR OTHER OUTSIDE PARTY FOR A SPECIFIC PURPOSE OR SUBJECT TO THE PASSAGE OF TIME. WHEN A RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME OR PURPOSE RESTRICTION IS ACCOMPLISHED, TEMPORARILY RESTRICTED NET ASSETS ARE RECLASSIFIED TO UNRESTRICTED NET ASSETS AND REPORTED IN THE STATEMENT OF OPERATIONS AS "NET ASSETS RELEASED FROM RESTRICTIONS." DURING THE YEAR TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE FOR THE PURPOSES OF BEREAVEMENT SUPPORT, CAPITAL IMPROVEMENTS, AND OTHER. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION 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 CORPORATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 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 FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TAX YEARS RELATED TO PREVIOUS YEARS ENDED DECEMBER 31, 2023 AND 2022, ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN UNION HOSPITAL FOUNDATION 17,389. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -37,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 37,491. HOSPICE HOLIDAY CELEBRATION 74865 74865 2378 15270 7839 TULIPS 18269 18269 11787 1 4595 4595 217 97729 97729 2378 15270 19843 37491 -37491 X X 0 0 0 0 0 0 0 0 0 MATTHEW NEALON ASST. TREASURER 0 548266 0 0 0 83590 0 17100 0 31014 0 679970 0 0 AMY HOCK DIRECTOR 0 396702 0 93084 0 50361 0 11638 0 30214 0 581999 0 0 RHONDA SMITH ASST. SECRETARY 0 371972 0 83823 0 50419 0 16735 0 11231 0 534180 0 0 KIM WELKER PHYSICAL THERAPIST 195376 0 0 0 5852 0 28800 0 177 0 230205 0 0 0 SYCAMORE INSURANCE ASSOCIATION BOARD MEMBER FOR THE ORGANIZATION, DON SCOTT, IS AN OFFICER AND OWNER 98693 SYCAMORE INSURANCE PROVIDES INSURANCE PRODUCTS TO THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE ORGANIZATION HAS ONE SOLE MEMBER THAT IS UNION HOSPITAL FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW BY THE ORGANIZATION'S FINANCE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, THE POLICY IS PRESENTED TO THE BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THE REGULATORY DIRECTOR IS RESPONSIBLE FOR DISTRIBUTION, COLLECTION AND STORAGE OF THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS. THIS POLICY COVERS ALL STAFF AND ALL BOARD MEMBERS AND ANY CONFLICTS DISCLOSED ARE REVIEWED/RESEARCHED BY THE REGULATORY DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS AS THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES COMPENSATION BY REFERENCE TO SIMILAR POSITIONS IN THE LOCAL MEDICAL FIELD. THE BOARD OF DIRECTORS OF THE ORGANIZATION ANNUALLY APPROVES THE EMPLOYMENT CONTRACT. ON AN ANNUAL BASIS, THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION MEETS WITH THE VARIOUS MANAGEMENT EMPLOYEES OF THE ORGANIZATION TO REVIEW THE PERFORMANCE OF EACH INDIVIDUAL AND TO DETERMINE IF GOALS HAVE BEEN MET. THE BOARD OF DIRECTORS APPROVES ANY ADJUSTMENT IN COMPENSATION TO THESE INDIVIDUALS. THE BOARD OF DIRECTORS CONSIDERS THE INDIANA HOSPITAL ASSOCIATION AND SAFE HARBOR SURVEYS AS BENCHMARKS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION. DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF UHF 17,389. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT; AND, NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. CENTER FOR OCCUPATIONAL HEALTH 4001 WABASH AVE TERRE HAUTE IN 47803 352118417 OCCUPATIONAL HEALTH SERVICES IN 501(C)(3) LINE 3 UNION HOSPITAL 1 UNION ASSOCIATED PHYSICIAN CLINIC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 270581401 PHYSICIAN GROUP IN 501(C)(3) LINE 10 UNION HEALTH SYSTEMS 1 UNION HEALTH SYSTEMS 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 270581133 MANAGEMENT ORGANIZATION IN 501(C)(3) LINE 12B, II N/A 0 UNION HOSPITAL FOUNDATION INC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 351642823 FUNDRAISING IN 501(C)(3) LINE 12C, III-FI N/A 0 UNION HOSPITAL INC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 350876396 HOSPITAL IN 501(C)(3) LINE 3 UNION HEALTH SYSTEMS 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 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0