2026-04-16T12:21:32-05:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 351057889 BOWEN HEALTH INC BOWE 5742677169 2621 E JEFFERSON ST WARSAW IN 46581 JAY BAUMGARTNER CFO 5742677169 2026-04-16 1 1 TYLER K GREENE CPA P00057872 3176334705 2026-04-16 2024 2025-03-06 01:10:19Z JAY BAUMGARTNER 2621 E JEFFERSON ST WARSAW IN 46581 143099400 0 X WWW.BOWENHEALTH.ORG X 1960 IN TO PROVIDE COMPASSIONATE, PATIENT-CENTERED CARE FOR MIND AND BODY THAT IMPROVES THE QUALITY OF LIFE FOR OUR COMMUNITIES. 16 16 1547 17 0 0 12743473 13065415 107683505 123878106 2005665 2736304 1253308 918635 123685951 140598460 27600 84200 0 0 80591790 89540818 0 0 0 26106372 29239752 106725762 118864770 16960189 21733690 151881417 179333562 21881205 25881526 130000212 153452036 X TO PROVIDE COMPASSIONATE, PATIENT-CENTERED CARE FOR MIND AND BODY THAT IMPROVES THE QUALITY OF LIFE FOR OUR COMMUNITIES. 0 0 96843180 84200 123929846 BOWEN HEALTH IS A COMPREHENSIVE COMMUNITY MENTAL HEALTH CENTER (CMHC) AND FEDERALLY QUALIFIED HEALTH CENTER (FQHC) LOOKALIKE ORGANIZATION PROVIDING CARE IN OUR COMMUNITIES SINCE 1961. BOWEN HEALTH PROVIDES A FULL RANGE OF BEHAVIORAL HEALTH, ADDICTION AND PRIMARY CARE SERVICES. BOWEN HAS FQHC CLINICS LOCATED IN WARSAW, PLYMOUTH, HUNTINGTON, COLUMBIA CITY, WABASH, SYRACUSE, BREMEN, FORT WAYNE, ANGOLA, ALBION, AUBURN, ALBION, KOKOMO, AND SOUTH BEND. BOWEN HAS TRANSITIONAL LIVING FACILITIES IN PLYMOUTH AND WARSAW. IN PIERCETON, BOWEN OPERATES A 16 BED INPATIENT FACILITY ALONG WITH A CRISIS RECEIVING AND STABILIZATION UNIT ALONG WITH MOBILE TEAMS AVAILABLE TO SERVICE OUR CATCHMENT AREA OF HUNTINGTON COUNTY, KOSCIUSKO COUNTY, MARSHALL COUNTY, WABASH COUNTY AND WHITLEY COUNTY. IN ADDITION, BOWEN HEALTH OPERATES AN OPIOID TREATMENT FACILITY IN FORT WAYNE. ANNUALLY, CARE IS PROVIDED TO OVER 30,000 PATIENTS EACH YEAR. BOWEN HEALTH MAINTAINS STRONG RELATIONS WITH KEY COMMUNITY PARTNERS SUCH AS SCHOOLS, DEPARTMENT OF CHILDREN SERVICES (DCS), LAW ENFORCEMENT, JUDGES, PROBATION, JAILS AMONG OTHERS TO ENSURE COMMUNITY NEEDS ARE BEING MET. 96843180 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 123 0 1 1547 1 0 0 0 0 0 0 0 0 0 0 1 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IN X JAY BAUMGARTNER 5742677169 2621 E JEFFERSON ST PO BOX 497 WARSAW IN 465810497 MATT DITZLER CHAIRPERSON 1.00 0.00 X X 0 0 0 ERIC HELFRICH VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 DAN WOODS SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 BRENDA ANGIER BOARD MEMBER 1.00 0.00 X 0 0 0 RYAN BAKER BOARD MEMBER 1.00 0.00 X 0 0 0 TANNER BABB BOARD MEMBER 1.00 0.00 X 0 0 0 ANGIE BEAUCHAMP BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY BRADY BOARD MEMBER 1.00 0.00 X 0 0 0 JIM FLECK BOARD MEMBER 1.00 0.00 X 0 0 0 ROXANNE FRANCO BOARD MEMBER 1.00 0.00 X 0 0 0 SHIRLEY GIDLEY BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL HOCHSTETLER BOARD MEMBER 1.00 0.00 X 0 0 0 DUANE HOUGENDOBLER BOARD MEMBER 1.00 0.00 X 0 0 0 BETH PINKERTON BOARD MEMBER 1.00 0.00 X 0 0 0 AMY SIVLEY BOARD MEMBER 1.00 0.00 X 0 0 0 JIM SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 DEBRA BRICE BOARD MEMBER PARTIAL TERM 1.00 0.00 X 0 0 0 ROBERT RYAN PRESIDENT AND CEO 40.00 0.00 X 1224810 0 36223 JAY BAUMGARTNER CFO 40.00 0.00 X 1101618 0 36387 SHANNON HANNON COO 40.00 0.00 X 872935 0 23509 DR HANI AHMAD STAFF PSYCHIATRIST 40.00 0.00 X 725374 0 26865 DR AMBREEN GHORI STAFF PSYCHIATRIST 40.00 0.00 X 482779 0 903 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 40.00 0.00 X 520623 0 36400 DR CAROLYN GREER STAFF PSYCHIATRIST 40.00 0.00 X 504480 0 26827 DR KISHORE SRIRAM MEDICAL DIRECTOR 40.00 0.00 X 552683 0 36400 5985302 0 223514 76 0 1 0 WJ CAREY CONSTRUCTION PO BOX 534 7004 W 350 S SOUTH WHITLEY IN 46787 GENERAL CONTRACTOR 6259926 COMMERCIAL BUILDERS & MAINTENANCE 333 LEY ROAD FORT WAYNE IN 46825 FACILITIES MANAGEMENT 1373755 PRIME TIME HEALTHCARE LLC 15380 WEIR ST OMAHA NE 68137 NURSE STAFFING 780624 MM CUSTOM CLEANING PO BOX 429 AUBURN IN 46706 JANITORIAL SERVICES 640297 CORE MECHANICAL SERVICES PO BOX 500 WARSAW IN 46581 HEATING & COOLING SERVICES 518102 14 3537 12906168 155710 13065415 NET PATIENT SERVICE RE 621110 115567222 115567222 MEDICAID FUNDS RECOVER 900099 4810229 4810229 NET 340B PROGRAM REVEN 900099 3376669 3376669 DISPROPORTIONATE SHARE 900099 123986 123986 123878106 2822347 2822347 2016044 1164897 851147 851147 851147 1250000 1336043 -86043 -86043 -86043 MISC. REVENUE 900099 67488 51740 15748 67488 140598460 123929846 0 3603199 84200 84200 3295482 3295482 70619877 63208972 7410905 10643043 9030577 1612466 4982416 4407666 574750 321815 321815 123506 123506 2339707 1191385 1148322 1198009 719878 478131 4359944 1652068 2707876 4873871 1511286 3362585 5990254 5547444 442810 2067408 1953259 114149 224051 118083 105968 351513 350790 723 3779704 3530634 249070 832183 759740 72443 HOSPITAL ASSESSMENT FEE 1817114 1817114 PATIENT EXPENSES 960673 960084 589 118864770 96843180 22021590 0 2825 37502462 37710107 4435295 5850366 7106877 6577054 118362 88362 1107511 1015030 106676873 33419307 57561246 73257566 42140317 51116530 623921 1285426 3715722 151881417 179333562 11997420 15709867 165574 153797 9027090 8775872 691121 1241990 21881205 25881526 X 130000212 153452036 130000212 153452036 151881417 179333562 21733690 1718134 0 X X 0 1 X 1 1 1 X 14475589 17836586 11609762 12713509 13061878 69697324 98498355 96332745 99981353 107683505 123878106 526374064 112973944 114169331 111591115 120397014 136939984 596071388 0 5363313 7844203 6422752 4355427 3391770 27377465 5363313 7844203 6422752 4355427 3391770 27377465 568693923 844166 1273716 3394563 3969294 4838391 14320130 844166 1273716 3394563 3969294 4838391 14320130 108085 136721 239112 400729 67488 952135 113926195 115579768 115224790 124767037 141845863 611343653 0.93020 0.92930 0.02340 0.01840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 108,085. 2021 AMOUNT: $ 136,721. 2022 AMOUNT: $ 239,112. 2023 AMOUNT: $ 377,882. 2024 AMOUNT: $ 67,488. MEDICAL RECORD REVENUE - 2023 AMOUNT: $ 22,847. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17244 17244 0 PART II-B, LINE 1: PORTION OF TRADE ORGANIZATION'S ANNUAL DUES ALLOCATED TO LOBBYING EFFORTS. 1 58081 658632 675425 41288 0 150000 7838057 7988057 63776105 17307901 46468204 21816600 15031763 6784837 13096111 1079643 12016468 73257566 DEFERRED COMPENSATION 445021 RIGHT OF USE LIABILITIES 729769 OTHER LIABILITIES 67200 1241990 X 143481491 1718134 1718134 141763357 -1164897 -1164897 140598460 120029667 1164897 1164897 118864770 0 118864770 PART IV, LINE 1B: THE ORGANIZATION IS AN AGENT FOR CLIENT/RESIDENT FUNDS, THE PAYEE ACCOUNTS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY BOWEN AND RECOGNIZE A TAX LIABILITY IF BOWEN 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 BOWEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, 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. BOWEN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -1,164,897. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,164,897. 0 CITY OF HUNTINGTON 300 CHERRY STREET HUNTINGTON IN 46750 356001061 GOV'T 20000 0 K-9 PROGRAM IN HUNTINGTON COUNTY HEALTH & HOSPITAL CORPORATION 3838 N RURAL STREET INDIANAPOLIS IN 46205 356005697 N/A 31500 0 ASSIST INDIVIDUALS IN THE COMMUNITY WITH NAVIGATION SERVICES PAIN BEHIND THE BADGE 2505 ANTHEM VILLAGE DR HENDERSON NV 89052 530868923 N/A 8500 0 FUNDING FOR LOCAL LAW ENFORCEMENT SOUTHSIDE HIGH SCHOOL 3601 S CALHOUN ST FORT WAYNE IN 46807 312890018 501C3 7100 0 CHEERLEADING PROGRAM SOUTHWEST ALLEN CO SCHOOLS MUSIC BOOSTERS 4310 HOMESTEAD RD FORT WAYNE IN 46814 237156447 501C3 7100 0 FUNDING FOR BAND EQUIPMENT WARSAW COMMUNITY SCHOOLS 1 ADMINISTRATION DRIVE WARSAW IN 46580 352009385 501C3 10000 0 SUPPORT ATHLETICS 4 2 X X X X X 0 1 0 0 0 0 0 0 0 ROBERT RYAN PRESIDENT AND CEO 850001 0 340000 0 34809 0 0 0 36223 0 1261033 0 0 0 JAY BAUMGARTNER CFO 617164 0 340000 0 144454 0 0 0 36387 0 1138005 0 121454 0 SHANNON HANNON COO 509935 0 340000 0 23000 0 0 0 23509 0 896444 0 0 0 DR HANI AHMAD STAFF PSYCHIATRIST 264738 0 419694 0 40942 0 0 0 26865 0 752239 0 0 0 DR KISHORE SRIRAM MEDICAL DIRECTOR 287631 0 253033 0 12019 0 15000 0 21400 0 589083 0 0 0 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 386600 0 120223 0 13800 0 15000 0 21400 0 557023 0 0 0 DR CAROLYN GREER STAFF PSYCHIATRIST 247238 0 246900 0 10342 0 0 0 26827 0 531307 0 0 0 DR AMBREEN GHORI STAFF PSYCHIATRIST 273077 0 207375 0 2327 0 0 0 903 0 483682 0 0 0 PART I, LINE 4B ELIGIBLE EMPLOYEES PARTICIPATE IN A 457(F) DEFERRED COMPENSATION PLAN. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII PARTICIPATED IN THE PLAN IN 2024: -JAY BAUMGARTNER -DR. SRIRAM -DR. MAHARJAN $121,454 WAS PAID OUT TO JAY BAUMGARTNER. DR HANI AHMAD SEE PART V SEE PART V X 328362 88362 0 1 1 88362 SCHEDULE L, PART II, LOAN TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: DR. HANI AHMAD(B) RELATIONSHIP WITH ORGANIZATION: HIGHEST COMPENSATED EMPLOYEE(C) PURPOSE OF LOAN: PHYSICIAN RECRUITMENT FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN WAS EMAILED TO ALL BOARD OF DIRECTORS PRIOR TO FILING. THE 990 WAS THEN DISCUSSED WITH THE BOARD OF DIRECTORS DURING A REGULARLY SCHEDULED BOARD MEETING AND FINAL APPROVAL BY THE BOARD WAS REQUIRED BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOWEN HEALTH MAINTAINS A POLICY ON CONFLICT OF INTEREST WITHIN THE ORGANIZATION. ALL BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. INFORMATION IS FULLY DISCLOSED TO THE BOARD CHAIR AND EMPLOYEES INVOLVED IN DECISION-MAKING. BOARD OF DIRECTORS ARE PROHIBITED FROM VOTING ON AGREEMENTS WHERE THEY MAY HAVE A CONFLICT OF INTEREST. CONTRACTS ARE MONITORED TO DETERMINE WHETHER ANY POTENTIAL UNDISCLOSED CONFLICT OF INTEREST MAY OCCUR. ANY POTENTIAL UNDISCLOSED CONFLICTS OF INTEREST ARE FULLY INVESTIGATED BEFORE AGREEMENTS ARE RATIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR HANDLING THE CONTRACT AND COMPENSATION FOR THE PRESIDENT/CEO. THEY WILL EACH YEAR CONDUCT A PERFORMANCE EVALUATION ON THE PRESIDENT/CEO AND PRESENT THEIR REVIEW TO THE FULL BOARD OF DIRECTORS FOR THEIR APPROVAL. AFTER THE EVALUATION IS COMPLETED, A REVIEW OF THE COMPENSATION FOR THE PRESIDENT/CEO IS CONDUCTED. AN INDEPENDENT CONSULTANT IS UTILIZED TO PROVIDE TOTAL COMPENSATION BENCHMARK DATA FROM COMPARABLE HEALTHCARE ORGANIZATIONS WITHIN INDIANA, AND THE MIDWEST. BASED ON DISCUSSION WITH THE CONSULTANT AND THE REVIEW OF THE COMPARABLE BENCHMARKS, THE TOTAL COMPENSATION OF THE PRESIDENT/CEO IS SET BY THE EXECUTIVE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. THE PRESIDENT/CEO IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR ALL OTHER KEY EMPLOYEES OF THE ORGANIZATION. AN INDEPENDENT CONSULTANT IS UTILIZED TO PROVIDE BENCHMARK INFORMATION WITH OTHER HEALTHCARE INDUSTRIES ARE UTILIZED WHEN DETERMINING THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR AUDIT OVERSIGHT. THEY MAKE RECOMMENDATIONS ON THE HIRING OF OUR AUDITORS, HAVE ACCESS TO THE AUDITORS AT ANY TIME DURING THE AUDIT PROCESS, AND PARTICIPATE IN FINAL REVIEWS PRIOR TO PRESENTING TO OUR FULL BOARD OF DIRECTORS. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PRESENTED WITH COPIES OF OUR AUDITED FINANCIAL STATEMENTS AND HAVE THE OPPORTUNITY TO INTERACT WITH AUDITORS AS NECESSARY. BOWEN APARTMENTS 2621 E JEFFERSON ST WARSAW IN 465810497 351908138 HOUSING TO HANDICAPPED IN 501(C)(3) LINE 10 N/A 0 BOWEN RESIDENTIAL 2621 E JEFFERSON ST WARSAW IN 465810497 351815690 HOUSING TO HANDICAPPED IN 501(C)(3) LINE 10 N/A 0 HOUSING FOR HOPE 2621 E JEFFERSON ST WARSAW IN 465810497 352024026 HOUSING FOR LOWER INCOME IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0