2024-11-14T12:02:34-06:00 2023-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-01-01 350869064 VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC VISI 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 LYNN A MORALES FINANCE DIRECTOR 8122327611 2024-11-14 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-11-14 2023 2024-10-15 13:58:12Z TRUDY RUPSKA 400 8TH AVENUE TERRE HAUTE IN 47804 10391305 0 X WWW.MYHOSPICEVNA.ORG X 1916 IN PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY. 14 11 144 41 0 0 152448 217733 8861471 9245476 35545 148710 108614 -40867 9158078 9571052 0 0 0 0 7829858 7925969 0 0 18606 2291806 2258187 10121664 10184156 -963586 -613104 7594023 7353737 1226616 1165612 6367407 6188125 X PROVIDING THE BEST IN HOME HEALTH AND HOSPICE CARE IN THE WABASH VALLEY...OUR PASSION, OUR PROMISE, OUR PRIVILEGE 0 0 4659580 5389599 THE ORGANIZATION PROVIDES PHYSICIAN-DRIVEN SKILLED NURSING CARE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES AND HOME HEALTH AIDE SERVICES TO THE RESIDENTS OF VIGO AND SURROUNDING COUNTIES IN INDIANA. DURING THE YEAR, 38,834 HOME HEALTH CARE VISITS WERE MADE TO 1,952 PATIENTS WITH APPROXIMATELY 44% COMPRISED OF TRADITIONAL MEDICARE AND MEDICAID SERVICES, AND 41% COMPRISED OF MANAGED CARE PLANS. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. THESE PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 2144199 2696079 THE ORGANIZATION PROVIDES HOSPICE CARE AND SUPPORT TO TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 16,710 DAYS OF SERVICES WERE PROVIDED TO 288 PATIENTS DURING THE PERIOD FROM JANUARY 1, 2023 TO DECEMBER 31, 2023. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 96% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. 994312 1136990 THE ORGANIZATION ALSO PROVIDES IN-PATIENT HOSPICE CARE AND SUPPORT FOR PATIENTS THAT MEET THE MEDICARE GENERAL-IN-PATIENT (GIP) CRITERIA AND CAN NO LONGER BE CARED FOR IN THEIR HOMES. THIS SUPPORT IS PROVIDED TO THE TERMINALLY-ILL PATIENTS AND THEIR LOVED ONES LIVING IN VIGO AND SURROUNDING COUNTIES IN INDIANA. THIS IS DONE THROUGH A TEAM OF MEDICAL DIRECTORS AND ATTENDING PHYSICIANS, SKILLED NURSES, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT PROFESSIONALS AND HOSPICE TRAINED VOLUNTEERS. OVER 995 DAYS OF SERVICES WERE PROVIDED TO 324 PATIENTS DURING THE PERIOD FROM JANUARY 1, 2023 TO DECEMBER 31, 2023. MEDICAID AND MEDICARE SERVICES ACCOUNTED FOR APPROXIMATELY 90% OF THIS VOLUME. CHARITY CARE IS AVAILABLE TO PATIENTS WHO ARE UNABLE TO PAY. PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AND/OR REFERRAL SOURCE AND REVIEWED BY THE ORGANIZATION'S TEAM OF DIRECTORS AND CAREGIVERS. ADDITIONAL SUPPORT WAS PROVIDED BY UNION HEALTH FOUNDATION THROUGH CAPITAL CAMPAIGN CONTRIBUTIONS MADE WITH FUNDRAISING PROCEEDS.COMMUNITY HOSPICE AGENCIES ARE CONTRACTED TO USE OUR IN-PATIENT FACILITY. 187 DAYS OF SERVICE WERE PROVIDED TO 57 OF THESE PATIENTS. 10567 29703 OTHER PROGRAM SERVICES 10567 29703 7808658 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 4 0 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X LYNN MORALES 8122327611 400 8TH AVENUE TERRE HAUTE IN 47804 GREG GIBSON CHAIR 1.00 0.00 X X 0 0 0 DON IRELAND VICE CHAIR 1.00 0.00 X X 0 0 0 CAROL MYERS SECRETARY 1.00 0.00 X X 0 0 0 RHONDA SMITH ASST. SECRETARY 1.00 40.00 X X 0 488602 26701 MATTHEW NEALON ASST. TREASURER 7.00 40.00 X X 0 740221 44768 DON SCOTT JR TREASURER 1.00 4.00 X X 0 0 0 KAREN DYER DIRECTOR 1.00 0.00 X 0 0 0 MIKE FARR DIRECTOR 1.00 0.00 X 0 0 0 TROY HELMAN DIRECTOR 1.00 1.00 X 0 0 0 DERRI LEWELLYN DIRECTOR 1.00 0.00 X 0 0 0 TOM MILLER DIRECTOR 1.00 0.00 X 0 0 0 JENNY NEWLIN DIRECTOR 1.00 0.00 X 0 0 0 JOEL HARBAUGH UHF EXEC. DIRECTOR PARTIAL TERM 1.00 40.00 X 131439 0 17137 JEFF SMITH DIRECTOR 1.00 0.00 X 0 0 0 TRUDY RUPSKA PRESIDENT/CHIEF EXECUTIVE 40.00 0.00 X X 156006 0 3497 LYNN MORALES FINANCE DIRECTOR 40.00 0.00 X 110123 0 3501 SUSAN TURNER-COOPER CLINICAL DIRECTOR 40.00 0.00 X 27424 0 886 AMY MCHENRY REGULATORY DIRECTOR 40.00 0.00 X 95160 0 17539 TRACY RIPPY BUSINESS DEV. DIRECTOR 40.00 0.00 X 93888 0 11381 KIM STREETER HR & IT DIRECTOR 40.00 0.00 X 95843 0 12834 KIM WELKER PHYSICAL THERAPIST 40.00 0.00 X 223006 0 6935 EWA GASIOROWSKI PHYSICAL THERAPIST 40.00 0.00 X 102135 0 11599 EARL EVIDENTE PHYSICAL THERAPIST 40.00 0.00 X 136598 0 14742 FERNANDO DELA CRUZ OCCUPATIONAL THERAPIST 40.00 0.00 X 106281 0 12695 RENEE KELLER OCCUPATIONAL THERAPIST 40.00 0.00 X 102128 0 11720 1380031 1228823 195935 11 0 1 0 0 125131 92602 217733 NET PATIENT SERVICE REVENUE 621610 9245476 9245476 9245476 53228 53228 867973 772491 95482 95482 95482 0 125131 47762 -47762 -47762 MISC. INCOME 456199 5980 5980 FLU CLINICS REVENUE 456110 915 915 6895 9571052 9252371 0 100948 776657 591558 185099 5367590 4088341 1264974 14275 95147 72471 22455 221 1179147 898123 278284 2740 507428 386494 119755 1179 3706 2379 1327 23720 15228 8492 395948 337090 58858 47781 29872 17909 127830 79916 47723 191 298940 191918 107022 192899 120596 72303 216397 212560 3837 61452 38418 23034 24731 15461 9270 170797 78632 92165 53642 33536 20106 PATIENT EXPENSES 575566 575566 DUES & SUBSCRIPTIONS 6566 4105 2461 GRANT EXPENSE 4997 3124 1873 53215 33270 19945 10184156 7808658 2356892 18606 100 100 1723691 1209052 1324636 1558328 6789 10719 82826 23037 2574766 1456474 1115171 1118292 2485672 2905354 855138 528855 7594023 7353737 475472 505853 142097 152504 609047 507255 1226616 1165612 X 6066071 6045407 301336 142718 6367407 6188125 7594023 7353737 X -613104 276028 157794 X X 0 1 X 1 0 X 111924 1860590 174611 152448 217733 2517306 8369669 9246297 9404926 8861471 9245476 45127839 8481593 11106887 9579537 9013919 9463209 47645145 38070 45271 65000 35000 183341 0 38070 45271 65000 35000 183341 47461804 31801 39150 46936 47828 53228 218943 31801 39150 46936 47828 53228 218943 14935 933 1795 49500 6895 74058 8528329 11146970 9628268 9111247 9523332 47938146 0.99010 0.98990 0.00460 0.00470 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FLU CLINIC - 2019 AMOUNT: $ 3,880. 2020 AMOUNT: $ 375. 2021 AMOUNT: $ 1,381. 2022 AMOUNT: $ 2,139. 2023 AMOUNT: $ 915. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 11,055. 2020 AMOUNT: $ 558. 2021 AMOUNT: $ 414. 2022 AMOUNT: $ 47,361. 2023 AMOUNT: $ 5,980. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 179 179 0 PART II-B, LINE 1: PORTION OF DUES PAID TO NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION (NHPCO) ATTRIBUTED TO LOBBYING EXPENSES. 301336 8973 167591 142718 358973 3490 61127 301336 354375 7974 3376 358973 454812 4820 105257 354375 717208 5959 268355 454812 1.00000 0 0 1385021 373397 1011624 1189745 1083077 106668 1118292 RIGHT-OF-USE OPERATING LEASE ASSET 411476 INTEREST IN NET ASSETS OF UNION HOSPITAL FOUNDATION 117379 528855 OPERATING LEASE LIABILITY CURRENT 95385 OPERATING LEASE LIABILITY NONCURRENT 363656 FINANCE LEASE LIABILITY CURRENT 12651 CAPITAL LEASE LIABILITY ACCT 35563 507255 X 10052636 276028 157794 433822 9618814 -47762 -47762 9571052 10231918 47762 47762 10184156 0 10184156 PART V, LINE 4: THE ORGANIZATION REPORTS ITS FINANCIAL POSITION AND ACTIVITIES WITH TEMPORARILY RESTRICTED NET ASSETS, WHICH REPRESENT NET ASSETS THAT ARE RESTRICTED BY THE DONOR, GRANTOR, OR OTHER OUTSIDE PARTY FOR A SPECIFIC PURPOSE OR SUBJECT TO THE PASSAGE OF TIME. WHEN A RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME OR PURPOSE RESTRICTION IS ACCOMPLISHED, TEMPORARILY RESTRICTED NET ASSETS ARE RECLASSIFIED TO UNRESTRICTED NET ASSETS AND REPORTED IN THE STATEMENT OF OPERATIONS AS "NET ASSETS RELEASED FROM RESTRICTIONS." DURING THE YEAR TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE FOR THE PURPOSES OF BEREAVEMENT SUPPORT, CAPITAL IMPROVEMENTS, AND OTHER. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION 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 CORPORATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, 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. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TAX YEARS RELATED TO PREVIOUS YEARS ENDED DECEMBER 31, 2022 AND 2021, ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN UNION HOSPITAL FOUNDATION 157,794. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -47,762. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 47,762. HOSPICE HOLIDAY CELEBRATION 102239 102239 28741 4602 TULIPS 16431 16431 10963 2 6461 6461 3456 125131 125131 28741 19021 47762 -47762 X X 0 0 0 0 0 0 0 0 0 MATTHEW NEALON ASST. TREASURER 0 528287 0 124710 0 87224 0 16250 0 28518 0 784989 0 0 RHONDA SMITH ASST. SECRETARY 0 359933 0 70813 0 57856 0 16250 0 10451 0 515303 0 0 KIM WELKER PHYSICAL THERAPIST 223006 0 0 0 0 0 6774 0 161 0 229941 0 0 0 TRUDY RUPSKA PRESIDENT/CHIEF EXECUTIVE 156006 0 0 0 0 0 3313 0 184 0 159503 0 0 0 EARL EVIDENTE PHYSICAL THERAPIST 136598 0 0 0 0 0 4322 0 10420 0 151340 0 0 0 SYCAMORE INSURANCE ASSOCIATION BOARD MEMBER FOR THE ORGANIZATION, DON SCOTT, IS AN OFFICER AND OWNER 54330 SYCAMORE INSURANCE PROVIDES INSURANCE PRODUCTS TO THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE ORGANIZATION HAS ONE SOLE MEMBER THAT IS UNION FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW BY THE ORGANIZATION'S FINANCE DIRECTOR AND FINANCE COMMITTEE. THE GOVERNING BODY RECEIVES AN ELECTRONIC COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW AND APPROVE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, THE POLICY IS PRESENTED TO THE BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THE REGULATORY DIRECTOR IS RESPONSIBLE FOR DISTRIBUTION, COLLECTION AND STORAGE OF THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS. THIS POLICY COVERS ALL STAFF AND ALL BOARD MEMBERS AND ANY CONFLICTS DISCLOSED ARE REVIEWED/RESEARCHED BY THE REGULATORY DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS AS THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES COMPENSATION BY REFERENCE TO SIMILAR POSITIONS IN THE LOCAL MEDICAL FIELD. THE BOARD OF DIRECTORS OF THE ORGANIZATION ANNUALLY APPROVES THE EMPLOYMENT CONTRACT. ON AN ANNUAL BASIS, THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION MEETS WITH THE VARIOUS MANAGEMENT EMPLOYEES OF THE ORGANIZATION TO REVIEW THE PERFORMANCE OF EACH INDIVIDUAL AND TO DETERMINE IF GOALS HAVE BEEN MET. THE BOARD OF DIRECTORS APPROVES ANY ADJUSTMENT IN COMPENSATION TO THESE INDIVIDUALS. THE BOARD OF DIRECTORS CONSIDERS THE INDIANA HOSPITAL ASSOCIATION AND SAFE HARBOR SURVEYS AS BENCHMARKS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION. DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF 157,794. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT; AND, NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. CENTER FOR OCCUPATIONAL HEALTH 4001 WABASH AVE TERRE HAUTE IN 47803 352118417 OCCUPATIONAL HEALTH SERVICES IN 501(C)(3) LINE 3 UNION HOSPITAL 1 UNION ASSOCIATED PHYSICIAN CLINIC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 270581401 PHYSICIAN GROUP IN 501(C)(3) LINE 10 UNION HEALTH SYSTEMS 1 UNION HEALTH SYSTEMS 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 270581133 MANAGEMENT ORGANIZATION IN 501(C)(3) LINE 12B, II N/A 0 UNION HOSPITAL FOUNDATION INC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 351642823 FUNDRAISING IN 501(C)(3) LINE 12C, III-FI N/A 0 UNION HOSPITAL INC 1606 NORTH 7TH STREET TERRE HAUTE IN 47804 350876396 HOSPITAL IN 501(C)(3) LINE 3 UNION HEALTH SYSTEMS 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 IPACS INC 1606 N SEVENTH STREET TERRE HAUTE IN 47804 351720998 COLLECTION AGENCY IN N/A C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0