2024-08-15T08:59:52-05:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 351378456 RIVERVIEW HOSPITAL FOUNDATION INC D/B/A RIVERVIEW HEALTH FOUNDATION RIVE 3177767317 PO BOX 220 NOBLESVILLE IN 46061 MEGAN WILES EXECUTIVE DIRECTOR 3177767317 2024-08-15 1 1 TYLER K GREENE CPA P00057872 3176334705 2024-08-15 2023 2024-08-08 14:25:15Z MEGAN WILES PO BOX 220 NOBLESVILLE IN 46061 3133198 0 X RIVERVIEW.ORG/FOUNDATION X 1976 IN THE CORPORATION HAS BEEN ORGANIZED TO PRIMARILY SUPPORT RIVERVIEW HEALTH. 19 19 0 187 0 0 750935 554727 0 0 310152 222394 -1102 53259 1059985 830380 782291 607245 0 0 0 0 0 0 0 70232 121202 852523 728447 207462 101933 5659970 6270684 36106 23886 5623864 6246798 X MISSION: CREATE MEANINGFUL CHARITABLE GIVING OPPORTUNITIES IN SUPPORT OF RIVERVIEW HEALTH AND ADVANCE OUR COMMUNITY'S HEALTH AND QUALITY OF LIFE NOW AND IN THE FUTURE. VISION: OUR DONORS ARE PARTNERS IN SAVING AND CHANGING LIVES IN OUR COMMUNITY THROUGH THEIR CHARITABLE GIVING. VALUES: EXHIBIT THE HIGHEST STANDARDS OF FUNDRAISING ETHICS, BE GOOD STEWARDS OF DONATED GIFTS, ENSURE STRONG DIVERSITY 0 0 570290 547608 DISTRIBUTIONS TO RIVERVIEW HEALTH. THE CORPORATION HAS BEEN ORGANIZED FOR THE PRIMARY PURPOSE OF SUPPORTING RIVERVIEW HEALTH, PROMOTING IMPROVEMENT OF THE FACILITIES AND SERVICES OF RIVERVIEW HEALTH, AND RAISING AND EXPENDING FUNDS FOR THE BENEFIT OF RIVERVIEW HEALTH. IN 2023, THE FOUNDATION PROVIDED FUNDS TO SUPPORT THE EMPLOYEES OF RIVERVIEW HEATH, THE EXPANSION OF THE INFUSION CENTER, COVID-19 SUPPORT FUNDS AND SUPPORT FOR OTHER ONGOING PROJECTS INCLUDING THE ACUTE INPATIENT REHABILITATION UNIT RENOVATION. 11250 11250 DURING 2023, $11,250 WORTH OF SCHOLARSHIPS WERE AWARDED TO 8 INDIVIDUALS. 15953 15953 TO HELP FOR HEALING PRESCRIPTION ASSISTANCE 12648 12648 ASSISTANCE TO EMPLOYEES OF RIVERVIEW HEALTH 19786 19786 32434 32434 629927 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X RIVERVIEW HEALTH FOUNDATION 3177767317 PO BOX 220 NOBLESVILLE IN 46061 ESTHER LAKES CHAIR 1.00 0.00 X X 0 0 0 RICK CONNER VICE CHAIR 1.00 0.00 X X 0 0 0 GREGORY O'CONNOR SECRETARY / TREASURER 1.00 0.00 X X 0 0 0 ANDREW CORNELL PAST CHAIR 1.00 0.00 X X 0 0 0 AARON COERS DIRECTOR 1.00 0.00 X 0 0 0 KATE BORKOWSKI DIRECTOR 1.00 0.00 X 0 0 0 CHUCK GOODRICH DIRECTOR 1.00 0.00 X 0 0 0 LESLIE CRAIG HENDERZAHS DIRECTOR 1.00 0.00 X 0 0 0 MONICA PECK DIRECTOR 1.00 0.00 X 0 0 0 CORBY THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 JOHN WEINGARDT DIRECTOR 1.00 0.00 X 0 0 0 MELISSA LAWYER ZOCCOLA DIRECTOR 1.00 0.00 X 0 0 0 CONNIE CHESNEY DIRECTOR 1.00 0.00 X 0 0 0 CRAIG CROSSER DIRECTOR 1.00 0.00 X 0 0 0 DR KENT ERB DIRECTOR 1.00 0.00 X 0 0 0 MARK LABARR DIRECTOR 1.00 0.00 X 0 0 0 LAURIE LASBURY DIRECTOR 1.00 0.00 X 0 0 0 GINA TERRIL DIRECTOR 1.00 0.00 X 0 0 0 SUSAN WAGNER DIRECTOR 1.00 0.00 X 0 0 0 DR KATHLEEN BUSBY DIRECTOR PARTIAL TERM 1.00 0.00 X 0 0 0 MEGAN WILES EXECUTIVE DIRECTOR 39.00 1.00 X 0 136946 4296 0 136946 4296 0 0 0 0 0 160210 5000 389517 4584 554727 151450 151450 2312410 2241466 70944 70944 70944 107845 160210 60557 47288 47288 6766 795 5971 5971 830380 0 0 275653 547608 547608 59637 59637 1855 1855 10911 10911 29788 29788 13262 13262 22682 22682 6154 6154 MEALS, CATERING AND BEV 18671 18671 GIFTS AND AWARDS 4632 4632 RECOGNITION EXPENSES 2823 2823 10424 10424 728447 629927 98520 0 245612 104505 162397 199754 6060 4786 15380 15380 0 0 5240424 5954087 5477 7552 5659970 6270684 36106 23886 36106 23886 X 2219396 2831651 3404468 3415147 5623864 6246798 5659970 6270684 101933 521001 0 X X 0 1 X 1 0 X 1147271 347994 547456 750935 554727 3348383 1147271 347994 547456 750935 554727 3348383 102684 3245699 149513 160431 187321 117994 151450 766709 4115092 0.78870 0.79710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3406247 356353 347453 3415147 3372235 309548 275536 3406247 3391853 205484 225102 3372235 3567879 169605 697 346328 3391853 3033506 842577 308204 3567879 0.90000 0.10000 1 0 15380 15380 0 0 X 1378713 521001 521001 857712 -3588 -23744 -27332 830380 755779 23744 23744 732035 -3588 -3588 728447 PART V, LINE 4: THE FOUNDATION HAS DONOR RESTRICTED NET ASSETS THAT MUST BE USED FOR THE DONOR SPECIFIED PURPOSE. THE FOUNDATION ALSO MAINTAINS SEVERAL PERMANENT FUNDS WITH DONOR-RESTRICTED ENDOWMENTS. IT IS THE FOUNDATION'S POLICY THAT ALL EARNINGS ON INVESTMENTS ARE AUTHORIZED FOR SPENDING FOR THE UNDERLYING ENDOWMENT WITH A MAXIMUM SPENDING OF FIVE PERCENT OF THE PREVIOUS YEAR'S ENDING MARKET VALUE. THE ORIGINAL GIFTS INTO DONOR-RESTRICTED ENDOWMENT FUNDS MAY NOT BE INVADED WITHOUT THE APPROVAL OF THE DONOR. PART X, LINE 2: ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -23,744. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 23,744. HEARTFELT GOLF OUTING 129000 114600 14400 1100 3962 11340 1235 700 1657 WOMEN OF VISION 81000 29260 51740 2060 1200 9912 6500 2445 2 58055 16350 41705 175 1187 10100 5984 1000 268055 160210 107845 1275 7209 22640 17131 7200 5102 60557 47288 1 RIVERVIEW HOSPITAL (DBA RIVERVIEW HEALTH) 395 WESTFIELD ROAD NOBLESVILLE IN 46060 351128943 GOVERNMENT HOSPITAL 547608 0 CAPITAL IMPROVEMENTS, EDUCATIONAL PROGRAMS, MEDICAL RESEARCH, NEW HEALTH SERVICES AND OTHER SERVICES RELATED TO THE PRINCIPAL PURPOSES OF THE HOSPITAL 1 0 ASSISTANCE TO EMPLOYEES OF RIVERVIEW HEALTH 47 12648 ENDOWMENT FUNDS SCHOLARSHIPS 8 11250 HELP FOR HEALING PRESCRIPTION ASSISTANCE 155 15953 PART I, LINE 2: GRANTS & OTHER ASSISTANCE TO INDIVIDUALS ARE AWARDED TO GRADUATING SENIORS FROM HAMILTON COUNTY HIGH SCHOOL AND TO EMPLOYEES OF RIVERVIEW HEALTH. EIGHT SCHOLARSHIPS WERE AWARDED IN 2023 THROUGH A SCHOLARSHIP COMMITTEE, SELECT BY EACH SCHOOL SYSTEM AND TWO SCHOLARSHIPS WERE AWARDED TO NURSES WITHIN RIVERVIEW HEALTH CONTINUING THEIR EDUCATION. GRANTS ARE AWARDED TO RIVERVIEW HEALTH EMPLOYEES IN ORDER TO AID HOSPITAL EMPLOYEES WHO ARE TEMPORARILY IN ADVERSE FINANCIAL POSITIONS. ALL GRANTS AND OTHER ASSISTANCE PROVIDED TO 501(C)(3) ORGANIZATIONS ARE FOR GENERAL SUPPORT. THE FOUNDATION DOES NOT MONITOR THE USE OF THE FUNDS BY THESE PUBLIC CHARITIES. FORM 990, PART VI, SECTION A, LINE 6 RIVERVIEW HEALTH FOUNDATION IS A PUBLIC BENEFIT CORPORATION ORGANIZED AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3). THERE ARE TWO CLASSES OF MEMBERS IN THE CORPORATION, BOARD MEMBERS AND HOSPITAL MEMBER. THE NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS ARE BETWEEN 3 AND 30. THERE ARE TWO CLASSES OF DIRECTORS, NAMELY COMMUNITY AND HOSPITAL. COMMUNITY DIRECTORS SHALL BE ELECTED BY THE MEMBERS. HOSPITAL DIRECTORS ARE APPOINTED BY THE HOSPITAL MEMBER, RIVERVIEW HOSPITAL (D/B/A RIVERVIEW HEALTH). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE TWO CLASSES OF DIRECTORS, NAMELY COMMUNITY AND HOSPITAL. COMMUNITY DIRECTORS SHALL BE ELECTED BY THE MEMBERS. HOSPITAL DIRECTORS ARE APPOINTED BY THE HOSPITAL MEMBER, RIVERVIEW HOSPITAL (D/B/A RIVERVIEW HEALTH). HOSPITAL DIRECTORS MAY ONLY BE REMOVED BY THE HOSPITAL MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE HOSPITAL MEMBER SHALL HAVE THE SOLE AUTHORITY TO APPROVE THE FOLLOWING MATTERS: APPROVING THE OPERATING AND CAPITAL BUDGETS, APPROVING ANY UNBUDGETED EXPENDITURE IN EXCESS OF $1,000, APPOINTING OR REMOVING THE EXECUTIVE DIRECTOR, GRANTING ANY NAMING RIGHTS OR SIGNAGE IN ANY FACILITY OF THE HOSPITAL MEMBER, INCURRING ANY DEBT IN EXCESS OF $1,000, ENTERING INTO ANY TRANSACTIONS THAT ARE AFFILIATED WITH A COMPETITOR OF THE HOSPITAL MEMBER, DISSOLVING THE CORPORATION, ENTERING INTO A MATERIAL TRANSACTION OUTSIDE THE ORDINARY COURSE OF BUSINESS, AND ADOPTING OR REVISING ANY POLICY THAT WOULD HAVE A MATERIAL ADVERSE IMPACT ON THE HOSPITAL MEMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, DRAFTS ARE REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, FOUNDATION'S EXECUTIVE COMMITTEE, FOUNDATION'S BOARD OF DIRECTOR CHAIR, AND CFO OF RIVERVIEW HEALTH. DRAFT CHANGES ARE MADE AND A FINAL COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE AS WELL AS PROVIDED TO ALL VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE RIVERVIEW HEALTH FOUNDATION IS A CHARITABLE ORGANIZATION WHOSE BOARD MEMBERS AND FOUNDATION MANAGERS ARE CHOSEN TO SERVE THE PUBLIC PURPOSES TO WHICH IT IS DEDICATED. THESE PERSONS HAVE A DUTY TO CONDUCT THE AFFAIRS OF THE FOUNDATION IN A MANNER CONSISTENT WITH SUCH PURPOSES AND NOT TO ADVANCE THEIR PERSONAL INTERESTS. THE CONFLICT OF INTEREST POLICY IS INTENDED TO PERMIT THE FOUNDATION AND ITS BOARD MEMBERS AND FOUNDATION MANAGERS TO IDENTIFY, EVALUATE, AND ADDRESS ANY REAL, POTENTIAL, OR APPARENT CONFLICTS OF INTEREST THAT MIGHT, IN FACT OR IN APPEARANCE, CALL INTO QUESTION THEIR DUTY OF UNDIVIDED LOYALTY TO THE FOUNDATION. RIVERVIEW HEALTH FOUNDATION REQUIRES EACH MEMBER OF ITS BOARD OF DIRECTORS AND FOUNDATION EXECUTIVE DIRECTOR ANNUALLY 1) TO REVIEW THE CONFLICT OF INTEREST POLICY; 2) TO DISCLOSE ANY POSSIBLE PERSONAL, FAMILY, OR BUSINESS RELATIONSHIP THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, AND 3) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS ACTING AND WILL ACT IN ACCORDANCE WITH THE LETTER AND SPIRIT OF SUCH POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE INDIVIDUALS IDENTIFIED AS EXECUTIVE DIRECTOR, OTHER OFFICERS, AND KEY EMPLOYEES FOR RIVERVIEW HEALTH FOUNDATION ARE EMPLOYEES OF RIVERVIEW HEALTH AND SOLELY COMPENSATED BY RIVERVIEW HEALTH. THE DETERMINATION, REVIEW AND DOCUMENTATION OF THIS PROCESS IS UNDERTAKEN BY RIVERVIEW HEALTH. THE PROCESS FOR DETERMINING COMPENSATION ENTAILS A COLLECTION OF COMPARABLE DATA FROM OTHER THIRD PARTY SURVEYS ANNUALLY BY THE HUMAN RESOURCES DEPARTMENT OF RIVERVIEW HEALTH AND DOCUMENATION OF DECISIONS FOR APPROVED SALARIES AND WAGES BY THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. 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