2025-11-17T15:16:47-06:00 2024-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-01-01 351642823 UNION HOSPITAL FOUNDATION INC UNIO 8122387534 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 BECKY MILLER PRESIDENT 8122387534 2025-11-17 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2025-11-17 2024 2025-03-06 01:10:19Z UNION HEALTH FOUNDATION INC MARY DOTI 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 5021245 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 12 5 77 0 0 1116356 691957 0 0 905725 858563 231611 251359 2253692 1801879 1256064 807910 0 0 458701 400711 0 0 9162 278996 299277 1993761 1507898 259931 293981 26087342 27016272 6924895 7116921 19162447 19899351 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 1170711 761610 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 $179,036 IN AGENCY GRANTS APPROVED FOR DISBURSEMENT. 46300 46300 ACADEMIC SCHOLARSHIP AWARDS TO BE APPLIED TO THE TUITION AND RELATED EDUCATION EXPENSES OF NUMEROUS STUDENTS ATTENDING VARIOUS COLLEGES AND UNIVERSITIES. 1217011 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 0 0 0 0 0 1 1 0 0 0 1 6 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X BECKY MILLER 8122387534 1606 NORTH SEVENTH STREET TERRE HAUTE IN 478042780 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 40.00 0.00 X X 0 50119 12762 CARRIE MASCHINO TREASURER 1.00 0.00 X X 0 0 0 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 631856 48114 RICHARD BURGER DIRECTOR 1.00 0.00 X 0 0 0 MOLLY CALLAHAN 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 1884765 43235 ALEXANDER IZAD MD DIRECTOR 1.00 0.00 X 0 0 0 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 40.00 X 0 0 30298 CHARLES COCHRAN III MD DIRECTOR 1.00 40.00 X 0 106430 0 HICHAM RAHMOUNI DIRECTOR 1.00 40.00 X 0 139352 37166 JULIE BOWERS DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 ROBERT R BROWN DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 KELLY WALKER INTERIM PRES. PARTIAL TERM 40.00 0.00 X X 0 32382 3168 MARY FAZEKAS INTERIM PRES. PARTIAL TERM 40.00 0.00 X X 0 114314 12443 BECKY MILLER PRESIDENT 40.00 0.00 X X 0 129353 5107 0 3088571 192293 0 0 1 0 0 11923 680034 1770 691957 389820 389820 44000 8692 35308 35308 35308 3636080 3167337 468743 468743 468743 164871 11923 43337 121534 121534 VENDING INCOME 900099 94517 94517 94517 1801879 0 0 1109922 761610 761610 46300 46300 319590 239692 73506 6392 9566 6218 3157 191 46650 30322 15395 933 24905 18793 5623 489 5575 5575 86818 86818 72907 72907 32478 31258 1220 636 636 19662 16901 2577 184 21859 20995 864 619 619 4337 3446 891 14443 10808 3635 3311 3311 SPONSORSHIPS 15643 12133 3510 CATERING 4162 2537 1381 244 DUES & SUBSCRIPTIONS 2531 1328 1203 RECOGNITION EXPENSE 1618 1525 93 12678 9834 2844 1507898 1217011 281725 9162 1225029 829476 350000 150000 83900 86637 761061 554970 229226 206091 18128441 20074716 6070746 5669352 26087342 27016272 97968 73870 1231311 984677 2000 0 5593616 6058374 6924895 7116921 X 14919013 15236916 4243434 4662435 19162447 19899351 26087342 27016272 X 293981 1064067 -621144 X X 0 1 X 1 0 X X 2 UNION HOSPITAL INC 350876396 3 1 582574 0 UNION HOSPITAL HEALTH SERVICES INC 351642805 10 1 0 0 2 582574 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 6528121 60512 764409 21950 34803 7296289 5480346 142331 941816 12200 24172 6528121 5645880 814270 928784 14400 36620 5480346 4911051 105680 665884 36735 5645880 5193839 47090 852751 1182629 4911051 0.37799 0.15645 0.46555 0 0 51000 5000 56000 339000 285633 475186 149447 80428 79784 644 206091 5669352 F 5669352 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-FOUR TEMPORARILY RESTRICTED, AND SEVENTEEN BOARD-DESIGNATED) THAT ARE GENERALLY ESTABLISHED FOR ONE OF THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2024: 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, 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 FOUNDATION AND VNA ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. GOLF TOURNAMENT 121709 10329 111380 21423 3611 5191 GALA 55085 1594 53491 1475 7428 4209 176794 11923 164871 22898 11039 9400 43337 121534 1 UNION HOSPITAL 1606 N 7TH ST TERRE HAUTE IN 47804 350876396 501C3 582574 0 CHARITABLE GRANT UNITED WAY OF THE WABASH VALLEY 100 S 7TH ST TERRE HAUTE IN 47807 351008531 501C3 18000 0 CHARITABLE GRANT VNA HOSPICE OF THE WABASH VALLEY 400 8TH AVE TERRE HAUTE IN 47804 350869064 501C3 17389 0 CHARITABLE GRANT 5 0 SCHOLARSHIPS AND ASSISTANCE 52 46300 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 1 0 0 0 0 0 0 0 STEVEN M HOLMAN DIRECTOR 0 1122357 0 508738 0 253670 0 16857 0 26378 0 1928000 0 0 MATTHEW NEALON ASST. TREASURER 0 548266 0 0 0 83590 0 17100 0 31014 0 679970 0 0 HICHAM RAHMOUNI DIRECTOR 0 119755 0 12760 0 6837 0 7431 0 29735 0 176518 0 0 PART I, LINE 3 COMPENSATION FOR THE PRESIDENT IS DETERMINED BY A RELATED ORGANIZATION, UNION HOSPITAL INC., USING THE FOLLOWING METHODS: - ANNUAL REVIEW BY EXECUTIVE COMMITTEE BASED ON PERFORMANCE - RESEARCH COMPARISON WITH SIMILAR ORGANIZATIONS PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457F PLAN OF RELATED ORGANIZATION UNION HOSPITAL, INC. STEVEN HOLMAN CONTRIBUTED DURING THE YEAR: $171,465 PAID OUT DURING THE YEAR: $157,858 MATTHEW NEALON CONTRIBUTED DURING THE YEAR: $61,069 PAID OUT DURING THE YEAR: $50,761 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 PRESIDENT, 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 PRESIDENT. 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 PRESIDENT RECEIVES ANNUAL PERFORMANCE REVIEWS FROM BOTH THE PRESIDENT AND EXECUTIVE COMMITTEE OF UNION HEALTH FOUNDATION. COMPENSATION OF PRESIDENTS OF SIMILAR ORGANIZATIONS IS RESEARCHED AND OBTAINED FOR USE IN ESTABLISHING THE PRESIDENT'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 179,036. AGENCY CONTRIBUTIONS FROM OTHERS -411,622. INVESTMENT IN SUBSIDARY EARNINGS -418,783. AGENCY EXPENSES NOT INCLUDED IN AUDIT 30,225. 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