2024-02-02T13:33:39-06:00 2023-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-07-01 351057889 THE OTIS R BOWEN CENTER FOR HUMAN SERVICES INC OTIS 5742677169 2621 E JEFFERSON ST WARSAW IN 46581 JAY BAUMGARTNER SENIOR VP - FINANCIAL SERVICES 5742677169 2024-02-02 1 JAY BAUMGARTNER 999009999 0 TYLER K GREENE CPA P00057872 3176334705 2024-02-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAY BAUMGARTNER 2621 E JEFFERSON ST WARSAW IN 46581 115246870 0 X WWW.BOWENCENTER.ORG X 1960 IN TO STRENGTHEN OUR COMMUNITIES & IMPROVE THE HEALTH & WELL-BEING OF THOSE WE ARE PRIVILEGED TO SERVE. 14 14 1740 15 0 0 17914420 11631842 96332745 99981353 757229 1156628 306362 1331232 115310756 114101055 27900 27900 0 0 81092900 78026250 0 0 0 19949574 23606702 101070374 101660852 14240382 12440203 127423736 130332011 32471663 20584820 94952073 109747191 X BOWEN CENTER'S MISSION IS TO STRENGTHEN OUR COMMUNITIES AND TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE ARE PRIVILEGED TO SERVE. 0 0 82827634 27900 99981353 THE OTIS R. BOWEN FOR HUMAN SERVICES, INC. (THE CENTER), IS A COMMUNITY MENTAL HEALTH CENTER AND FQHC LOOKALIKE WITH THE PURPOSE OF PROVIDING A FULL RANGE OF BEHAVIORAL HEALTH SERVICES AND PRIMARY CARE. SERVICES PROVIDED INCLUDE: PRIMARY CARE, PSYCHIATRIC, OUTPATIENT COUNSELING, INPATIENT, CRISIS INTERVENTION, SUBSTANCE ABUSE, REHABILITATION, RESIDENTIAL, AND CONSULTATIVE SERVICES. THE CENTER PROVIDES SERVICES IN 30 COUNTIES IN NORTHERN INDIANA WITH OFFICES IN THE FOLLOWING COUNTIES - ALLEN, DEKALB, HUNTINGTON, KOSCIUSKO, LAGRANGE, MARSHALL, NOBLE, STEUBEN, WABASH, AND WHITLEY. [CONTINUES ON SCHEDULE O]THE CENTER HAD EMPLOYED AN AVERAGE OF 1,200 EMPLOYEES DURING FY 2023, AND PROVIDED THE FOLLOWING SERVICES TO OUR PATIENTS:INPATIENT: 4,559 DAYSRESIDENTIAL CARE: 17,358 DAYSOUTPATIENT CARE: 211,676 HOURSHEALTH CLINIC: 65,791 VISITSOPIOID TREATMENT FACILITY: 151,028 VISITSREHABILITATIVE SERVICES: 553,707 HOURS 82827634 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 1 0 0 0 0 0 0 0 1 0 0 0 1 107 0 1 1740 1 0 0 0 0 0 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JAY BAUMGARTNER 5742677169 2621 E JEFFERSON ST PO BOX 497 WARSAW IN 465810497 CINDY BRADY CHAIRPERSON 1.00 12.00 X X 0 0 0 KEITH GILLENWATER VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 DAN WOODS SECRETARY/TREASURER 1.00 1.00 X 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 DEBRA BRICE BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA BURDGE BOARD MEMBER - PARTIAL TERM 1.00 0.00 X 0 0 0 MATT DITZLER BOARD MEMBER 1.00 0.00 X 0 0 0 JIM FLECK BOARD MEMBER 1.00 0.00 X 0 0 0 JON GARBER BOARD MEMBER 1.00 0.00 X 0 0 0 SHIRLEY GIDLEY BOARD MEMBER 1.00 0.00 X 0 0 0 ROXANNE GONZALES BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL HOCHSTETLER BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC HELFRICH BOARD MEMBER 1.00 0.00 X 0 0 0 BETH PINKERTON BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT RYAN PRESIDENT AND CEO 40.00 0.00 X 1061277 0 21989 JAY BAUMGARTNER CFO 40.00 0.00 X 1342793 0 111216 SHANNON HANNON COO 40.00 0.00 X 539909 0 84109 KURT CARLSON FORMER PRESIDENT AND CEO 40.00 0.00 X 1630276 0 3197 DR HANI AHMAD STAFF PSYCHIATRIST 40.00 0.00 X 522455 0 22070 DR RICHARD RUHROLD HSPP PSYCHOLOGIST 40.00 0.00 X 492788 0 12263 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 40.00 0.00 X 468007 0 33648 DR CAROLYN GREER STAFF PSYCHIATRIST 40.00 0.00 X 411041 0 18648 DR KISHORE SRIRAM MEDICAL DIRECTOR 40.00 0.00 X 408819 0 33648 6877365 0 340788 54 0 1 0 WJ CAREY CONSTRUCTION PO BOX 534 7004 W 350 S SOUTH WHITLEY IN 46787 GENERAL CONTRACTOR 1561183 PRIME TIME HEALTHCARE LLC 15380 WEIR ST OMAHA NV 68137 NURSE STAFFING AGENCY 1315103 MM CUSTOM CLEANING PO BOX 429 AUBURN IN 46706 JANITORIAL SERVICES 390841 JW CLEANING SERVICES 851 N TIMBERLINE CIRCLE WEST WARSAW IN 46582 JANITORIAL SERVICES 327436 CORE MECHANICAL SERVICES PO BOX 500 WARSAW IN 46581 HEATING & COOLING 264042 9 48295 11481135 102412 11631842 NET PATIENT SERVICE RE 621110 92361213 92361213 MEDICAID FUNDS RECOVER 900099 7575000 7575000 DISPROPORTIONATE SHARE 900099 45140 45140 99981353 1278921 1278921 2115642 1023522 1092120 1092120 1092120 122293 -122293 -122293 -122293 239112 239112 239112 114101055 99981353 0 2487860 27900 27900 4752599 4752599 59759160 55749298 4009862 8999776 7743500 1256276 4514715 3813005 701710 87292 1075 86217 97300 726 96574 1778867 993641 785226 775770 208080 567690 8195818 2426602 5769216 4162060 3752199 409861 2482216 2392698 89518 116897 65208 51689 355543 355543 3123634 2868497 255137 HOSPITAL ASSESSMENT FEE 1377511 1377511 PATIENT EXPENSES 1053794 1052151 1643 101660852 82827634 18833218 0 31915809 35660441 6724512 6680537 6025855 7287010 178362 148362 1252801 1438898 75763846 27984719 42199294 47779127 37494368 30684214 1441026 450632 191709 202790 127423736 130332011 11718159 10498121 115278 248484 9500000 9268052 11138226 570163 32471663 20584820 X 94952073 109747191 94952073 109747191 127423736 130332011 12440203 2354915 0 X X 0 1 X 1 1 1 X 8324625 11885639 14475589 17836586 11609762 64132201 73466821 79179739 98498355 96332745 99981353 447459013 81791446 91065378 112973944 114169331 111591115 511591214 0 3978268 4380551 4227282 7844203 6422752 26853056 3978268 4380551 4227282 7844203 6422752 26853056 484738158 619008 843877 844166 1273716 3394563 6975330 619008 843877 844166 1273716 3394563 6975330 124346 134547 108085 136721 239112 742811 82534800 92043802 113926195 115579768 115224790 519309355 0.93340 0.94140 0.01340 0.00850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 124,346. 2019 AMOUNT: $ 134,547. 2020 AMOUNT: $ 108,085. 2021 AMOUNT: $ 136,721. 2022 AMOUNT: $ 239,112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4079 4079 0 PART II-B, LINE 1: PORTION OF TRADE ORGANIZATION'S ANNUAL DUES ALLOCATED TO LOBBYING EFFORTS. 1 116268 870196 884336 102129 0 362000 7488694 7850694 47005491 15724141 31281350 17553159 12260578 5292581 3354502 3354502 47779127 DEFERRED COMPENSATION 570163 570163 X 117479492 2354915 2354915 115124577 -1023522 -1023522 114101055 102684374 1023522 1023522 101660852 0 101660852 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 THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER 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 CENTER AND HAS CONCLUDED THAT AS OF JUNE 30, 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 CENTER 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 -1,023,522. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,023,522. 0 HEALTH & HOSPITAL CORPORATION 3838 N RURAL STREET INDIANAPOLIS IN 46205 356005697 N/A 27900 0 ASSIST INDIVIDUALS IN THE COMMUNITY WITH NAVIGATION SERVICES 1 X X X X X 0 1 0 0 0 0 0 0 0 KURT CARLSON FORMER PRESIDENT AND CEO 522300 0 350000 0 757976 0 0 0 3197 0 1633473 0 743014 0 JAY BAUMGARTNER CFO 547936 0 249375 0 545482 0 92650 0 18566 0 1454009 0 533042 0 ROBERT RYAN PRESIDENT AND CEO 716337 0 332500 0 12440 0 0 0 21989 0 1083266 0 0 0 SHANNON HANNON COO 367081 0 166250 0 6578 0 71570 0 12539 0 624018 0 0 0 DR HANI AHMAD STAFF PSYCHIATRIST 237456 0 244999 0 40000 0 0 0 22070 0 544525 0 0 0 DR RICHARD RUHROLD HSPP PSYCHOLOGIST 158390 0 25000 0 309398 0 0 0 12263 0 505051 0 302420 0 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 397167 0 58400 0 12440 0 15000 0 18648 0 501655 0 0 0 DR KISHORE SRIRAM MEDICAL DIRECTOR 288036 0 108543 0 12240 0 15000 0 18648 0 442467 0 0 0 DR CAROLYN GREER STAFF PSYCHIATRIST 222936 0 183405 0 4700 0 0 0 18648 0 429689 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 2022: -KURT CARLSON -ROBERT RYAN -JAY BAUMGARTNER -DR. SRIRAM -DR. MAHARJAN -SHANNON HANNON DR HANI AHMAD SEE PART V SEE PART V X 328362 148362 0 1 1 148362 KURT CARLSON FORMER PRESIDENT/CEO 101200 CONSULTING 0 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 ALL BOARD OF DIRECTORS AND EXECUTIVE STAFF (PRESIDENT/CEO AND ALL VPS) ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THEY MAY HAVE WITH THE CENTER. INFORMATION IS FULLY DISCLOSED AND SHARED WITH OTHERS INVOLVED IN DECISION-MAKING. BOARD OF DIRECTORS ARE PROHIBITED FROM VOTING ON AGREEMENTS WHERE THEY HAVE A CONFLICT OF INTEREST. CONTRACTS ARE MONITORED TO DETERMINE WHETHER ANY POTENTIAL UNDISCLOSED CONFLICT OF INTEREST MAY OCCUR. THESE ARE FULLY INVESTIGATED AND DISCUSSED WITH THE PERSON IN QUESTION TO ENSURE EITHER NO CONFLICT OF INTEREST EXISTS, OR THAT THE CONFLICT OF INTEREST IS FULLY DISCLOSED. 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. INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS BY THE CFO OF THE BOWEN CENTER. AN OUTSIDE CONSULTANT IS UTILIZED TO HELP GATHER AND PREPARE THIS INFORMATION. INFORMATION PROVIDED INCLUDES THE INDIANA COUNCIL SALARY AND BENEFIT SURVEY OF COMMUNITY MENTAL HEALTH CENTERS AND A REVIEW OF COMPENSATION OF OTHER PRESIDENT/CEO'S OF COMMUNITY MENTAL HEALTH CENTERS BY REVIEWING THEIR 990 RETURNS. THE PRESIDENT/CEO IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR ALL OTHER KEY EMPLOYEES OF THE CENTER. COMPARATIVE DATA SUCH AS INDIANA'S COUNCIL'S SALARY AND BENEFIT SURVEY IS 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 BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR AUDIT OVERSIGHT AND NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. 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 0 0