2025-01-27T07:24:45-06:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 351057889 BOWEN HEALTH INC FKA THE OTIS R BOWEN CENTER FOR HUMAN SERVICES INC BOWE 5742677169 2621 E JEFFERSON ST WARSAW IN 46581 JAY BAUMGARTNER CFO 5742677169 2025-01-24 1 1 TYLER K GREENE CPA P00057872 3176334705 2025-01-24 2023 2025-03-06 01:10:19Z X JAY BAUMGARTNER 2621 E JEFFERSON ST WARSAW IN 46581 124799001 0 X WWW.BOWENHEALTH.ORG X 1960 IN TO STRENGTHEN OUR COMMUNITIES & IMPROVE THE HEALTH & WELL-BEING OF THOSE WE ARE PRIVILEGED TO SERVE. 16 16 1628 17 0 0 11631842 12743473 99981353 107683505 1156628 2005665 1331232 1253308 114101055 123685951 27900 27600 0 0 78026250 80591790 0 0 0 23606702 26106372 101660852 106725762 12440203 16960189 130332011 151881417 20584820 21881205 109747191 130000212 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 86810900 27600 107706352 BOWEN HEALTH, INC. F/K/A THE OTIS R. BOWEN FOR HUMAN SERVICES, INC. (THE ORGANIZATION), 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, OPIOID TREATMENT, AND CONSULTATIVE SERVICES. THE CENTER PROVIDES SERVICES IN OVER 25 COUNTIES IN NORTHERN INDIANA WITH OFFICES IN THE FOLLOWING COUNTIES - ALLEN, DEKALB, HUNTINGTON, KOSCIUSKO, LAGRANGE, MARSHALL, NOBLE, STEUBEN, WABASH, AND WHITLEY. DURING THE PAST YEAR, THE ORGANIZATION OBTAINED FQHC LOOKALIKE STATUS FOR ALL OF OUR BRICK AND MORTAR OUTPATIENT FACILITIES.THE ORGANIZATION EMPLOYED 1,145 EMPLOYEES DURING FY 2024, AND PROVIDED THE FOLLOWING SERVICES TO OVER 30,000 PATIENTS:INPATIENT: 3,203 DAYSRESIDENTIAL CARE: 16,733 DAYSHEALTH CLINIC: 148,993 VISITSOUTPATIENT CARE: 116,934 VISITSREHABILITATIVE SERVICES: 512,130 HOURSOPIOID TREATMENT FACILITY: 129,324 VISITS 86810900 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 0 0 0 0 0 0 0 0 1 0 0 0 1 129 0 1 1628 1 0 0 0 0 0 0 0 0 0 0 1 0 X 16 16 0 0 1 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 KEITH GILLENWATER CHAIRPERSON 1.00 0.00 X X 0 0 0 MATT DITZLER 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 ANGIE BEAUCHAMP BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY BRADY BOARD MEMBER 1.00 12.00 X 0 0 0 DEBRA BRICE BOARD MEMBER 1.00 0.00 X 0 0 0 JIM FLECK BOARD MEMBER 1.00 0.00 X 0 0 0 SHIRLEY GIDLEY BOARD MEMBER 1.00 0.00 X 0 0 0 ROXANNE FRANCO 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 DUANE HOUGENDOBLER BOARD MEMBER 1.00 0.00 X 0 0 0 JIM SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 JON GARBER BOARD MEMBER PARTIAL TERM 1.00 0.00 X 0 0 0 ROBERT RYAN PRESIDENT AND CEO 40.00 0.00 X 1735112 0 25820 JAY BAUMGARTNER CFO 40.00 0.00 X 885386 0 19858 SHANNON HANNON COO 40.00 0.00 X 874812 0 16187 DR HANI AHMAD STAFF PSYCHIATRIST 40.00 0.00 X 563417 0 25862 ANDREW GRIMM VP - IT 40.00 0.00 X 400698 0 411 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 40.00 0.00 X 458946 0 35377 DR CAROLYN GREER STAFF PSYCHIATRIST 40.00 0.00 X 425419 0 25904 DR KISHORE SRIRAM MEDICAL DIRECTOR 40.00 0.00 X 451594 0 35377 5795384 0 184796 65 0 1 0 WJ CAREY CONSTRUCTION PO BOX 534 7004 W 350 S SOUTH WHITLEY IN 46787 GENERAL CONTRACTOR 8885726 PRIME TIME HEALTHCARE LLC 15380 WEIR ST OMAHA NV 68137 NURSE STAFFING AGENCY 618650 MM CUSTOM CLEANING PO BOX 429 AUBURN IN 46706 JANITORIAL SERVICES 397984 JW CLEANING SERVICES 851 N TIMBERLINE CIRCLE WEST WARSAW IN 46582 JANITORIAL SERVICES 352628 CORE MECHANICAL SERVICES PO BOX 500 WARSAW IN 46581 HEATING & COOLING 319980 9 29964 12515899 197610 12743473 NET PATIENT REVENUE 621110 100160986 100160986 MEDICAID FUNDS RECOVER 900099 5603097 5603097 NET 340B PROGRAM REVEN 900099 1819742 1819742 DISPROPORTIONATE SHARE 900099 75000 75000 TRAINING & EDUCATION R 900099 17525 17525 7155 7155 107683505 2003665 2003665 1965629 1113050 852579 852579 852579 2000 0 2000 2000 2000 MISC. REVENUE 900099 377882 377882 MEDICAL RECORDS REVENU 900099 22847 22847 400729 123685951 107706352 0 3236126 27600 27600 3557174 3557174 61662711 56170734 5491977 10807506 9250337 1557169 4564399 3879303 685096 140480 140480 106221 106221 1920805 1330696 590109 1147651 401634 746017 8652667 2544132 6108535 4990403 4556800 433603 2338237 2168403 169834 143067 83108 59959 347486 347486 3310103 3041415 268688 HOSPITAL ASSESSMENT FEE 1634673 1634673 PATIENT EXPENSES 1374579 1374579 106725762 86810900 19914862 0 35660441 37502462 6680537 4435295 7287010 7106877 148362 118362 1438898 1107511 88845667 31284421 47779127 57561246 30684214 42140317 450632 623921 202790 1285426 130332011 151881417 10498121 11997420 248484 165574 9268052 9027090 570163 691121 20584820 21881205 X 109747191 130000212 109747191 130000212 130332011 151881417 16960189 3292832 0 X X 0 1 X 1 1 1 X 11885639 14475589 17836586 11609762 12713509 68521085 79179739 98498355 96332745 99981353 107683505 481675697 91065378 112973944 114169331 111591115 120397014 550196782 0 4380551 5363313 7844203 6422752 4355427 28366246 4380551 5363313 7844203 6422752 4355427 28366246 521830536 843877 844166 1273716 3394563 3969294 10325616 843877 844166 1273716 3394563 3969294 10325616 134547 108085 136721 239112 400729 1019194 92043802 113926195 115579768 115224790 124767037 561541592 0.92930 0.93340 0.01840 0.01340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 134,547. 2020 AMOUNT: $ 108,085. 2021 AMOUNT: $ 136,721. 2022 AMOUNT: $ 239,112. 2023 AMOUNT: $ 377,882. MEDICAL RECORD REVENUE - 2023 AMOUNT: $ 22,847. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4331 4331 0 PART II-B, LINE 1: PORTION OF TRADE ORGANIZATION'S ANNUAL DUES ALLOCATED TO LOBBYING EFFORTS. 1 102129 788187 832235 58081 0 150000 7488694 7638694 55991294 17599062 38392232 19220332 13685359 5534973 5995347 5995347 57561246 DEFERRED COMPENSATION 691121 691121 X 128089833 3292832 -2000 3290832 124799001 -1113050 -1113050 123685951 107836812 1111050 1111050 106725762 0 106725762 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, 2024 AND 2023, 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 2D - OTHER ADJUSTMENTS: GAIN ON ASSET DISPOSAL -2,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -1,113,050. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,113,050. GAIN ON ASSET DISPOSAL -2,000. 0 HEALTH & HOSPITAL CORPORATION 3838 N RURAL STREET INDIANAPOLIS IN 46205 356005697 N/A 27600 0 ASSIST INDIVIDUALS IN THE COMMUNITY WITH NAVIGATION SERVICES 1 X X X X X 0 1 0 0 0 0 0 0 0 ROBERT RYAN PRESIDENT AND CEO 830453 0 340000 0 564659 0 0 0 25820 0 1760932 0 535370 0 JAY BAUMGARTNER CFO 616946 0 255000 0 13440 0 0 0 19858 0 905244 0 0 0 SHANNON HANNON COO 427124 0 204000 0 243688 0 0 0 16187 0 890999 0 230248 0 DR HANI AHMAD STAFF PSYCHIATRIST 240736 0 282441 0 40240 0 0 0 25862 0 589279 0 0 0 DR SANTOSH MAHARJAN STAFF PSYCHIATRIST 386706 0 58800 0 13440 0 15000 0 20377 0 494323 0 0 0 DR KISHORE SRIRAM MEDICAL DIRECTOR 286706 0 152648 0 12240 0 15000 0 20377 0 486971 0 0 0 DR CAROLYN GREER STAFF PSYCHIATRIST 223236 0 193085 0 9098 0 0 0 25904 0 451323 0 0 0 ANDREW GRIMM VP - IT 190000 0 30000 0 180698 0 0 0 411 0 401109 0 180698 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 2023: -ROBERT RYAN -JAY BAUMGARTNER -DR. SRIRAM -DR. MAHARJAN -SHANNON HANNON DR HANI AHMAD SEE PART V SEE PART V X 328362 118362 0 1 1 118362 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 A, LINE 4 THE OTIS R. BOWEN CENTER FOR HUMAN SERVICES, INC. LEGALLY CHANGED THEIR NAME WITH THE INDIANA SECRETARY OF STATE TO BOWEN HEALTH, INC. ON OCTOBER 1, 2024. 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 ORGANIZATION. INFORMATION IS FULLY DISCLOSED AND SHARED WITH OTHERS INVOLVED IN DECISION-MAKING. BOARD OF DIRECTORS ARE PROHIBITED FROM VOTING ON AGREEMENTS WHERE THEY MAY 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 BOWEN HEALTH. AN OUTSIDE CONSULTANT IS UTILIZED TO HELP GATHER AND PREPARE THIS INFORMATION. INFORMATION PROVIDED INCLUDES SALARY SURVEYS FROM VARIOUS OTHER HEALTHCARE ENTITIES, THE INDIANA COUNCIL SALARY AND BENEFIT SURVEY OF COMMUNITY MENTAL HEALTH CENTERS AND A REVIEW OF COMPENSATION OR 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 ORGANIZATION. AN OUTSIDE SALARY CONSULTANT WAS UTILIZED FOR ALL EMPLOYEES AND COMPARATIVE DATA SUCH AS INDIANA'S COUNCIL'S SALARY AND BENEFIT SURVEY ALONG WITH OTHER BENCHMARK SURVEYS FROM OTHER HEALTHCARE INDUSTRIES ARE 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 1 0