2025-11-14T06:49:47-06:00 2024-12-31 481111111 CBIZ ADVISORS LLC 409 W KIEFFER RD MICHIGAN CITY IN 46360 990 2024-01-01 351139829 NORTHERN INDIANA EDUCATION FOUNDATION INC NORT 2198727032 402 FRANKLIN ST MICHIGAN CITY IN 463603327 DALE L BROWN VICE PRESIDENT 2198727032 2025-11-06 1 1 STEVE D BAKER P01539914 2198741437 2025-11-06 2024 2025-03-06 01:10:19Z CRAIG BRAJE 402 FRANKLIN STREET MICHIGAN CITY IN 46360 6866128 0 X WWW.NIEFONLINE.ORG X 1986 IN MEDICAL EDUCATION, MEDICAL LIBRARY SERVICES, AND PROMOTING HEALTH IN THE COMMUNITY. 10 9 2 0 0 0 0 100668 229410 229027 147694 431539 123540 123467 500644 884701 51199 46932 0 0 215356 217617 0 0 0 700558 726972 967113 991521 -466469 -106820 14052457 13813106 1108280 652008 12944177 13161098 X *MEDICAL EDUCATION, MEDICAL LIBRARY SERVICES, AND PROMOTING HEALTH IN THE COMMUNITY. 0 0 494430 46932 NORTHERN INDIANA EDUCATION FOUNDATION, INC. (NIEF) PROMOTES AND SUPPORTS EDUCATION IN NORTHERN INDIANA, WITH A SPECIFIC EMPHASIS ON MEDICALLY RELATED ACTIVITIES. NIEF 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 FOR ALL ATTENDEES. DURING 2024, NIEF SPONSORED 320 CME CREDITS OF CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. NIEF MAINTAINED CME RECORDS FOR 1,764 PHYSICIAN ATTENDEES AND 3,140 NON-PHYSICIANS.THE FOUNDATION FUNDED PROGRAMS AND PROVIDED TEACHERS AND ADMINISTRATIVE STAFF TO TRAIN NURSING AIDS THROUGH THE LAKESHORE MEDICAL TRAINING PROGRAMS. 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 2024, THE MEDICAL LIBRARIAN PROVIDED INTERLIBRARY LOANS (BORROWED AND LOANED) ON 1,548 OCCASIONS, PERFORMED 107 SEARCHES, AND FILLED 300 REQUESTS ONLINE.THE FOUNDATION'S FACILITIES PROVIDED SPACE FOR MEETINGS AND OTHER MEDICAL EDUCATIONAL FUNCTIONS. 220100 177823 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. 714530 1 1 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 6 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 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 0 0 0 TOM HATHOOT SECRETARY/TREASURER 4.00 X X 0 0 0 WILLIAM JAGGER DIRECTOR 2.00 X 0 0 0 JAMES T CALLAGHAN DIRECTOR 2.00 X 0 0 0 ROBERT B MCBRIDE MD DIRECTOR 2.00 X 0 0 0 DALE L BROWN VICE PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER CRAIG DIRECTOR 2.00 X 0 0 0 THOMAS ROBERTS MD DIRECTOR 2.00 X 0 0 0 DEAN MAZZONI DIRECTOR 2.00 X 0 0 0 GINA WATSON EXECUTIVE DIRECTOR 40.00 X 106455 0 12312 106455 0 12312 1 0 0 0 0 100668 100668 MEDICAL FACILITY LEASE 531120 177823 177823 PATIENT CONVENIENCE 531120 51204 51204 229027 222829 222829 6190137 5981427 208710 208710 208710 REIMBURSEMENT INCOME 611430 118767 118767 MISCELLANEOUS INCOME 531120 4700 4700 123467 884701 177823 0 606210 46932 46932 118767 118767 73599 73599 12679 12679 527 527 12045 12045 16879 16879 73951 73951 4143 4143 203689 184064 19625 3900 3900 24821 14221 10600 305165 205879 99286 52184 52184 LIBRARY SEARCH 16887 16887 DUES AND SUBSCRIPTIONS 9569 9569 MISCELLANEOUS 6941 6941 FOREIGN TAXES ON INVEST 4466 4466 4377 4377 991521 714530 276991 0 400 400 265693 121258 34541 35635 26106 33398 9636378 4863913 5077630 4772465 8648087 8849950 14052457 13813106 68280 67730 691584 261222 348416 323056 1108280 652008 X 12944177 13161098 12944177 13161098 14052457 13813106 -106820 323741 0 X X 1 X 0 1 0 X X 1 LAKESH MED TRAIN PRGM INC 351306847 2 1 46932 0 1 46932 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141800 141800 8942669 4329801 4612868 551909 534112 17797 4772465 DEFERRED RENT 320856 SECURITY DEPOSIT 2200 323056 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, 2024 AND 2023, AND NO AMOUNTS ARE ACCRUED AS OF DECEMBER 31, 2024 OR 2023 . 1 LAKESHORE MEDICAL TRAINING PROGRAM INC 402 FRANKLIN ST MICHIGAN CITY IN 46360 351306847 501(C) (3) 46932 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 49722 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 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. 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 118767 CASH