2026-07-06T09:17:21-05:00 2025-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2025-01-01 352072935 BROTHERS UNITED INC BROT 3179310292 1712 N MERIDIAN STREET 200 INDIANAPOLIS IN 46202 KHARA SMITH EXECUTIVE DIRECTOR 3179310292 2026-07-06 1 ABIGAIL HEDGES CPA P02058156 3177456411 2026-07-06 2025 2025-03-06 01:10:19Z KHARA SMITH 1712 N MERIDIAN STREET 200 INDIANAPOLIS IN 46202 3426953 0 X WWW.BUWELLNESS.ORG X 1999 IN THE MISSION OF BROTHERS UNITED IS TO ENHANCE THE HEALTH AND WELLNESS OF BLACK COMMUNITIES IN INDIANA. 5 5 21 53 0 0 1283862 1274618 1318353 2147710 3487 3330 -43819 -25333 2561883 3400325 56638 51375 0 0 875546 830605 0 0 74755 1554594 2187594 2486778 3069574 75105 330751 1048635 1334866 374017 329497 674618 1005369 THE MISSION OF BROTHERS UNITED IS TO ENHANCE THE HEALTH AND WELLNESS OF BLACK COMMUNITIES IN INDIANA. 0 0 2881884 51375 2147855 BROTHERS UNITED, DOING BUSINESS AS BU WELLNESS NETWORK, SEEKS TO FULFILL ITS MISSION THROUGH WORK THAT FALLS UNDER THREE PILLARS: HIV PREVENTION SERVICES, SUPPORTIVE SERVICES FOR PEOPLE LIVING WITH HIV, AND NUTRITION SERVICES TO ADDRESS FOOD DISPARITIES IN THE INDIANAPOLIS COMMUNITY. 2881884 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X BETH MARSH BOOKKEEPING PLUS 3174622049 232 E MCCLARNON DRIVE GREENFIELD IN 46140 KHARA SMITH EXECUTIVE DIRECTOR 40.00 X 114151 0 9753 DAMON RICE CHAIR 10.00 X X 0 0 0 JAMIE ROBERTS VICE CHAIR 10.00 X X 0 0 0 SARETTA BROWN SECRETARY 10.00 X X 0 0 0 DR DEMARC HISKSON TREASURER 10.00 X X 0 0 0 TERRELL PARKER TREASURER 10.00 X X 0 0 0 MICHAEL MENAFEE BOARD MEMBER 2.00 X 0 0 0 114151 0 9753 1 0 0 0 0 32198 1028342 214078 1274618 CONTRACT PHARMACY INCO 456110 2147710 2147710 2147710 3330 3330 1150 32198 26628 -25478 -25478 MISCELLANEOUS REVENUE 900099 145 145 145 3400325 2147855 0 -22148 51375 51375 123903 100362 12390 11151 594585 481614 59459 53512 54129 43843 5413 4873 57988 46970 5799 5219 52030 52030 45542 45542 11350 11174 176 148085 143296 4789 30653 30653 80855 80855 14935 14935 27493 27493 24904 24904 26568 26568 MEDICATION COSTS 1715774 1715769 5 0 EQUIPMENT RENTAL 9405 9405 0 3069574 2881884 112935 74755 265812 297576 52872 54730 220078 549778 16488 14138 394392 144722 261519 249670 231866 168974 1048635 1334866 73990 144112 68161 16411 231866 168974 374017 329497 X 674618 1005369 674618 1005369 1048635 1334866 330751 0 X X 0 1 X 1 1 1 X 1129555 1452006 1905490 1283862 1274618 7045531 1129555 1452006 1905490 1283862 1274618 7045531 378610 6666921 77 433 3707 3487 3330 11034 4566 750 145 5461 7062026 5056979 0.94410 0.96210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 251925 51269 200656 73261 61003 12258 69206 32450 36756 249670 RIGHT OF USE ASSET - OPERATING LEASE 168974 168974 LEASE LIABILITY - OPERATING LEASE 168974 168974 X 3426953 26628 26628 3400325 0 3400325 3096202 26628 26628 3069574 0 3069574 PART X, LINE 2: BROTHERS UNITED IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. BROTHERS UNITED IS CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE BROTHERS UNITED TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. BROTHERS UNITED IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. BROTHERS UNITED'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, WHICH TOTAL $0 AND $0, RESPECTIVELY, FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. BROTHERS UNITED'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,628. 8 33348 32198 1150 155 816 4204 21454 33348 32198 1150 155 816 4204 21454 26629 -25479 0 CLIENT HOUSING, TRANSPORTATION, AND MEAL ASSISTANCE 204 51375 FORM 990, PART VI, SECTION B, LINE 11B THE CONFLICT OF INTEREST POLICY APPLIES TO BOARD MEMBERS AND AGENCY STAFF. INDIVIDUALS WITH ACTUAL OR POTENTIAL FINANCIAL INTERESTS ARE REQUIRED TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR A COMMITTEE WITH BOARD-DELEGATED AUTHORITY. THE DISINTERESTED MEMBERS OF THE BOARD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, WHEN APPLICABLE, REVIEW THE PROPOSED TRANSACTION, INVESTIGATE ALTERNATIVES IF APPROPRIATE, AND DETERMINE WHETHER THE TRANSACTION IS FAIR, REASONABLE, AND IN THE ORGANIZATION'S BEST INTEREST. INTERESTED PERSONS MAY PRESENT INFORMATION BUT MUST LEAVE THE MEETING DURING DELIBERATIONS AND VOTING ON THE CONFLICT AND THE RELATED TRANSACTION. THE POLICY ALSO PROHIBITS EMPLOYEES AND BOARD MEMBERS FROM SOLICITING OR ACCEPTING GRATUITIES OR OTHER ITEMS OF MONETARY VALUE FROM CONTRACTORS OR OTHER PARTIES DOING BUSINESS WITH THE ORGANIZATION, AND VIOLATIONS OF THE POLICY MAY RESULT IN DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING THE BOARD, THE BOARD MEMBER SHALL EXECUTE A STATEMENT SETTING FORTH ANY POSSIBLE CONFLICTS OF INTEREST RELATIVE TO THE CORPORATION OR STATING THAT NO SUCH CONFLICTS EXIST. THEREAFTER, EACH BOARD MEMBER SHALL EXECUTE THE AFORESAID STATEMENT AT THE BEGINNING OF EACH FISCAL YEAR. ANY DIRECTOR, OFFICER, EMPLOYEE, OR COMMITTEE MEMBER HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL GIVE PROMPT, FULL AND FRANK DISCLOSURE OF HER/HIS INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HER/HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON, AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE INDEPENDENT BOARD OF DIRECTORS, WITH RECOMMENDATIONS INFORMED BY THE FINANCE COMMITTEE OR A BOARD MEMBER IN CONSULTATION WITH THE ORGANIZATION'S THIRD-PARTY BOOKKEEPER. THE BOARD ALSO APPROVES THE OVERALL SALARY BUDGET AND DOCUMENTS ITS DELIBERATIONS IN MEETING MINUTES. THE EXECUTIVE DIRECTOR ESTABLISHES COMPENSATION FOR OTHER EMPLOYEES BASED ON PERFORMANCE EVALUATIONS AND INDEPENDENT SALARY SURVEYS, WHILE THE BOARD AND EXECUTIVE DIRECTOR USE ANNUAL NONPROFIT COMPENSATION DATA TO ENSURE SALARIES ARE COMPARABLE TO THOSE OF SIMILAR ORGANIZATIONS. IN ADDITION, COMPENSATION FUNDED BY FEDERAL GRANTS IS ADMINISTERED IN ACCORDANCE WITH APPLICABLE HRSA SALARY LIMITATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE SELECTION AND REVIEW PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.