2024-08-28T06:52:16-05:00 2022-12-31 481111111 CBIZ MHM LLC 409 W KIEFFER RD MICHIGAN CITY IN 46360 990 2022-01-01 351139829 NORTHERN INDIANA EDUCATION FOUNDATION INC NORT 2198727032 402 FRANKLIN ST MICHIGAN CITY IN 463603327 DALE L BROWN VICE PRESIDENT 2198727032 2024-08-27 1 1 DIANE D WILCZEWSKI P01261776 2198741437 2024-08-27 2022 2024-08-08 14:25:15Z X GINA WATSON 402 FRANKLIN STREET MICHIGAN CITY IN 46360 3985108 0 X WWW.NIEFONLINE.ORG X 1986 IN MEDICAL EDUCATION, MEDICAL LIBRARY SERVICES, AND PROMOTING HEALTH IN THE COMMUNITY. 9 8 0 0 0 0 0 0 1053657 356128 1066660 460359 128934 123505 2249251 939992 51199 51199 0 0 321054 316930 0 0 0 945985 769484 1318238 1137613 931013 -197621 18815733 14055141 3337361 1567148 15478372 12487993 X *MEDICAL EDUCATION, MEDICAL LIBRARY SERVICES, AND PROMOTING HEALTH IN THE COMMUNITY. 0 0 499794 51199 NORTHERN INDIANA EDUCATION FOUNDATION, INC. (NIEF) PROMOTES AND SUPPORTS EDUCATION IN NORTHERN INDIANA, WITH A SPECIFIC EMPHASIS ON MEDICALLY RELATED ACTIVITIES. NIEF RAISES FUNDS, MAINTAINS A MEDICAL LIBRARY, CONDUCTS EDUCATIONAL PROGRAMS, PROVIDES ADMINISTRATIVE SUPPORT AND FUNDS VARIOUS CONTRACTUAL RELATIONSHIPS FOR LAKESHORE MEDICAL TRAINING PROGRAMS, INC.EXEMPT PURPOSE ACHIEVEMENTS:THE FOUNDATION PROVIDES CONTINUING EDUCATION PROGRAMS ACCREDITED BY THE INDIANA STATE MEDICAL ASSOCIATION AND THE IACET, FOR PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. THE FOUNDATION'S ADMINISTRATIVE STAFF MAINTAINS CME AND CEU RECORDS FOR ALL ATTENDEES. DURING 2022, NIEF SPONSORED 433.5 CME HOURS OF CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. NIEF MAINTAINED CME RECORDS FOR 1,1769 PHYSICIAN ATTENDEES AND 2,370 NON-PHYSICIANS.THE FOUNDATION FUNDED PROGRAMS AND PROVIDED TEACHERS AND ADMINISTRATIVE STAFF TO TRAIN NURSING AIDS THROUGH THE LAKESHORE MEDICAL TRAINING PROGRAMS. NATIONAL ACCREDITATION IS MAINTAINED FOR THESE PROGRAMS. NIEF CURRENTLY HAS 20 NURING ASSISTANT STUDENTS. THE FOUNDATION MAINTAINS A COMPREHENSIVE MEDICAL LIBRARY SERVICE, STAFFED BY A FULL TIME MEDICAL LIBRARIAN, TO MEET THE RESEARCH NEEDS OF THE STUDENTS AND OTHER HEALTHCARE PROFESSIONALS. DURING 2022, THE MEDICAL LIBRARIAN PROVIDED RESEARCH MATERIALS, ARTICLES AND BOOK LOANS ON 543 OCCASIONS.THE FOUNDATION'S FACILITIES PROVIDED SPACE FOR MEETINGS AND OTHER MEDICAL EDUCATIONAL FUNCTIONS. 0 179309 THE PROPERTY IS TO BE USED BY THE FRANCISCAN ALLIANCE, INC FORMERLY REFERRED TO AS SISTERS OF ST. FRANCIS HEALTH SERVICES, INC. (SSFHS) [A 501(C)(3)] TO PROVIDE MEDICAL CARE TO THE LAPORTE COUNTY, INDIANA POPULATION. DUE TO DEMOGRAPHICS OF THE POPULATION SURROUNDING THE PROPERTY, SIGNIFICANT MEDICAL CARE IS PROVIDED TO LAPORTE COUNTY RESIDENTS AT A DISCOUNT OR NO CHARGE TO THOSE ELIGIBLE RESIDENTS. FURTHERMORE, THE PROPERTY IS PREDOMINATELY USED BY FRANCISCAN ALLIANCE, INC. TO SUPPORT ITS CHARITABLE PURPOSES INCLUDING BEING REASONABLE AND NECESSARY TO THE CHARITABLE PURPOSES BY PROVIDING A LOCATION FOR PHYSICIANS TO PROVIDE MEDICAL CARE TO THE LAPORTE COUNTY POPULATION, INCLUDING THE INDIGENT POPULATION. 244570 136691 NORTHERN INDIANA EDUCATION FOUNDATION, INC. ACQUIRED A BUILDING AND ENTERED INTO A LEASE AGREEMENT WITH HEALTHLINC, INC., A NON-PROFIT ORGAINZATION 501(C)(3), FOR HEALTHLINC TO USE THE FACILITY FOR PHYSICANS TO PROVIDE MEDICAL CARE FOR THE UNINSURED AND UNDERINSURED LOCAL POPULATION. HEALTHLINC, INC. IS ORGANIZED FOR THE PURPOSE OF PROVIDING PRIMARY MEDICAL, DENTAL, AND MENTAL HEALTH SERVICES TO THE UNDERSERVED OF NORTHWEST INDIANA. HEALTHLINC, INC. IS ALSO WORKING WITH LOCAL CARE PROVIDERS TO ACCOMPLISH ITS PURPOSE.THE FOUNDATION DOES NOT SEEK TO MAKE A PROFIT UNDER THE SUBJECT LEASE AGREEMENT. THE FOUNDATION PROVIDES, AT NO CHARGE, OFFICE SPACE TO OPEN DOOR COMMUNITY ALLIANCE A 501(C)(3). THE OPEN DOOR PROVIDES MEDICAL ASSISTANCE TO THE UNINSURED FOR MEDICAL SERVICES AND PRESCRIPTION MEDICATIONS. 744364 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X TOM HATHOOT 2198727032 402 FRANKLIN STREET MICHIGAN CITY IN 46360 CRAIG V BRAJE PRESIDENT 2.00 X X 6000 0 0 TOM HATHOOT SECRETARY/TREASURER 4.00 X X 6000 0 0 WILLIAM JAGGER DIRECTOR 2.00 X 4400 0 0 JAMES T CALLAGHAN DIRECTOR 2.00 X 4000 0 0 ROBERT B MCBRIDE MD DIRECTOR 2.00 X 4800 0 0 DALE L BROWN VICE PRESIDENT 2.00 X X 4800 0 0 CHRISTOPHER CRAIG DIRECTOR 2.00 X 3600 0 0 THOMAS ROBERTS MD DIRECTOR 2.00 X 4800 0 0 DEAN MAZZONI DIRECTOR 2.00 X 3600 0 0 GINA WATSON EXECUTIVE DIRECTOR 40.00 X 118506 0 10605 160506 0 10605 1 0 0 0 0 MEDICAL FACILITY LEASE 531120 316000 316000 PATIENT CONVENIENCE 531120 40128 40128 356128 167161 167161 3338314 3045116 293198 293198 293198 REIMBURSEMENT INCOME 611430 118505 118505 SUBSCRIBER 611430 5000 5000 123505 939992 316000 0 623992 51199 51199 160505 118505 42000 128186 128186 10631 10631 1362 1362 16246 16246 9850 9850 83061 83061 4957 4957 145948 122123 23825 4565 4565 118713 37716 80997 309434 206854 102580 47311 47311 LIBRARY SEARCH 16193 16193 DUES AND SUBSCRIPTIONS 9461 9461 MISCELLANEOUS 9222 9222 EDUCATION SUPPORT 7144 7144 3625 3625 1137613 744364 393249 0 403 400 21083 702393 41919 40797 36899 28290 9636378 4252136 8206846 5384242 10508583 7899019 18815733 14055141 76843 84018 2779774 1101126 480744 382004 3337361 1567148 X 15478372 12487993 15478372 12487993 18815733 14055141 X -197621 -2168205 -624553 X X 1 X 0 1 0 X X 2 LAKESH MED TRAIN PRGM INC 351306847 2 1 51199 0 FRANCISCAN ALLIANCE INC 351330472 3 1 0 0 2 51199 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 141800 141800 8942669 3748503 5194166 551909 503633 48276 5384242 DEFERRED RENT 380004 SECURITY DEPOSIT 2000 382004 X PART X, LINE 2: THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. THE FOUNDATION DID NOT RECORD ANY INTEREST OR PENALTIES ASSOCIATED WITH ANY UNRECOGNIZED TAX BENEFITS DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND NO AMOUNTS ARE ACCRUED AS OF DECEMBER 31, 2022 OR 2022. 1 LAKESHORE MEDICAL TRAINING PROGRAM INC 402 FRANKLIN ST MICHIGAN CITY IN 46360 351306847 501(C) (3) 51199 0 TO TRAIN AND EDUCATE PERSONNEL AND STUDENTS IN ANY OF THE RECOGNIZED TECHNICAL AND/OR PROFESSIONAL CAREERS. PART I, LINE 2: NORTHERN INDIANA EDUCATION FOUNDATION (NIEF) GRANTS FUNDS TO LAKESHORE MEDICAL TRAINING PROGRAM. TO ENSURE THE GRANT IS USED FOR PROPER PURPOSES, NIEF BOARD MEMBERS SERVE AS PRESIDENT, SECRETARY/TREASURER AND MEDICAL DIRECTOR OF LAKESHORE MEDICAL TRAINING PROGRAM. THEY REVIEW THE MONTHLY FINANCIALS FOR THAT ORGANIZATION, AS WELL AS PROGRAM SERVICE DATA. STUDENT DATA REPORTS INCLUDE THE NUMBERS OF APPLICANTS, ACCEPTANCES, TRAINEES AND THOSE WHO SUCCESSFULLY COMPLETE THE PROGRAM. THE LAKESHORE REPORTS ARE MADE AVAILABLE FOR REVIEW BY THE FULL NIEF BOARD. MICHIANA CONSTRUCTION MANAGEMENT ENTITY OWNED 100% BY DIRECTOR DALE BROWN 34932 REPAIRS & MAINTENANCE AND CAPITAL IMPROVEMENTS 0 FORM 990, PART VI, SECTION B, LINE 11B IT IS THE NORTHERN INDIANA EDUCATION FOUNDATION'S POLICY THAT EACH DIRECTOR BE PROVIDED A COPY OF THE ORGANIZATION'S FINALIZED FORM 990 FOR REVIEW PRIOR TO FILING WITH THE IRS. THE EXECUTIVE DIRECTOR PROVIDES A COPY TO EACH DIRECTOR EITHER AT THE BOARD MEETING, BY MAIL, HAND-DELIVERED, OR EMAILED PRIOR TO THE MEETING. THE DIRECTORS HAVE AUTHORIZED THE BOARD TREASURER TO PERFORM THE FINAL REVIEW OF THE DRAFT FORM 990, WHO WILL SUBSEQUENTLY PRESENT HIS RECOMMENDATION TO ACCEPT THE FINALIZED FORM 990. DISTRIBUTION AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 12C THE NORTHERN INDIANA EDUCATION FOUNDATION'S BOARD OF DIRECTORS ADOPTED AND REGULARLY EVALUATES A WRITTEN CONFLICT OF INTEREST POLICY. TO MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY EACH DIRECTOR IS GIVEN AN OPPORTUNITY TO DISCLOSE INTERESTS THAT COULD BE IN CONFLICT, OR POSSIBLY GIVE RISE TO A CONFLICT, BY COMPLETING AND SIGNING A DISCLOSURE FORM EACH YEAR. THE BOARD PRESIDENT REVIEWS EACH SIGNED FORM, DETERMINES IF A CONFLICT EXISTS, AND ENSURES THAT ACTION IS TAKEN TO RESOLVE THE CONFLICT. IF A POTENTIAL CONFLICT OF INTEREST EXISTS WITH RESPECT TO A PROPOSED TRANSACTION BETWEEN AN INTERESTED BOARD MEMBER AND THE ORGANIZATION, THAT BOARD MEMBER WILL NOT PARTICIPATE IN THE DELIBERATIONS, AND DECISION-MAKING VOTE, BY THE OTHER DISINTERESTED BOARD MEMBERS ON THE PROPOSAL. BOARD MINUTES WILL REFLECT THE POTENTIAL CONFLICT DISCLOSURE, VOTE TAKEN, AND ABSTENTION FROM VOTING OF THE INTERESTED BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND BOARD OFFICERS IS DETERMINED ANNUALLY AS PART OF THE BUDGET AND SALARY PRESENTATION. APPROVAL BY THE FULL BOARD OF DIRECTORS IS REQUIRED AND DOCUMENTED IN THE ANNUAL MEETING MINUTES. THE EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE STATED IN HER EMPLOYMENT CONTRACT, WHICH IS ALSO REVIEWED ANNUALLY. THE PROCESS FOR DETERMINING FAIR AND REASONABLE COMPENSATION IS LINKED TO EDUCATION, EXPERIENCE, EXTENT OF JOB DUTIES, PERFORMANCE, AND DATA OBTAINED FROM COMPARABLE INDUSTRY. NATIONAL AND REGIONAL COMPARABILITY DATA WAS REVIEWED FOR THE JOB CATEGORIES AND DUTIES PERFORMED BY THE EXECUTIVE DIRECTOR, INCLUDING BUT NOT LIMITED TO ADMINISTRATION WITH ADDITIONAL PROPERTY AND FACILITIES MANAGEMENT RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 FORMS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR SALES - TYPE LEASE ADJUSTMENT -624,552. ROUNDING -1. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF FINANCIALS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD OF DIRECTORS REVIEWS THE REVIEWED FINANCIAL STATEMENTS BEFORE THEY ARE FINALIZED. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. AMENDED FOR 1099 BROKERAGE STATEMENT CHANGES FROM HORIZON TRUST & INVESTMEN INVESTMENT INCOME HAS INCREASED BY $81,182. THIS IS MADE UP AN INCREASE IN DIVIDENDS OF $37,135 AND LONG TERM CAPITAL GAIN DISTRIBUTIONS OF $44,047. NET ASSETS INCREASED BY $ 82,542 WHICH INCLUDES THE INCREASE IN INCOME AND A NONDIVIDEND DISTRIBUTION OF $ 1,360. THE CHANGES RESULTED FROM AN AMENDED 1099 BROKERAGE STATEMENT PROVIDED BY HORIZON TRUST & INVESTMENT MANAGEMENT. LINE G, GROSS RECEIPTS INCREASED BY $ 82,542, THE AMOUNT OF ADDITIONAL GROSS INVESTMENT INCOME. -PART I, LINE 10, SHOWS THE NET CHANGE OF $81,182 AS AN INCREASE TO INVESTMENT INCOME. THE PREVIOUSLY REPORTED FIGURE WAS $379,177. -PART I, LINE 20 & 22 SHOWS AN INCREASE IN ASSETS OF $ 82,542. -PART VIII, LINE 3, SHOWS AND INCREASE IN DIVIDENDS OF $37,135. THE PREVIOUSLY REPORTED FIGURE WAS $130,026. -PART VIII, LINE 7 D, SHOWS AN INCREASE OF $44,047 FOR LONG TERM CAPITAL GAIN DISTRIBUTIONS. THE - PREVIOUSLY REPORTED FIGURE WAS $249,151. TOTAL REVENUE CHANGED ACCORDINGLY. -PART X, LINE 11, INVESTMENTS INCREASED BY $ 82,542 AS DID NET ASSETS LINE 27 & 32. -PART XI, LINE 1, TOTAL REVENUE CHANGED ACCORDINGLY. -PART XI, LINE 3, REVENUE LESS EXPENSES CHANGED ACCORDINGLY. -PART XI, LINE 5, NET UNREALIZED LOSSES DECREASED BY $ 1,360. -PART XI, LINE 10, NET ASSETS CHANGED ACCORDINGLY. NIEF REALTY LLC 402 FRANKLIN STREET MICHIGAN CITY IN 46360 351139829 FACILITATE THE PURCHASE, FINANCING AND LEASE OF REAL ESTATE IN N/A LAKESHORE MEDICAL TRAINING PROGRAM INC 402 FRANKLIN STREET MICHIGAN CITY IN 46360 351306847 PROVIDE TRAINING TO MEET HEALTHCARE NEEDS IN 501(C)(3) LINE 2 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 LAKESHORE MEDICAL TRAINING PROGRAM INC Q 118505 CASH