2025-08-19T13:59:32-05:00 2024-12-31 311119890 BARNES DENNIG & CO LTD 5342 W VERMONT ST INDIANAPOLIS IN 46224 990PF 2024-01-01 351392974 HEALTHCARE INITIATIVES INC HEAL 3178054869 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 HALEY GILROY PRESIDENT/EXECUTIVE DIRECTOR 3178054869 2025-08-19 1 0 JOHN W KELLER CPA P01329619 3172412999 2025-08-19 2024 2025-03-06 01:10:19Z X 19863641 X X 1777 1777 1777 317610 317610 317610 1494439 4251349 1494439 1813826 1813826 319387 236500 39980 0 196520 1672 0 0 1672 22903 6871 0 16032 14000 700 0 13300 33113 24390 0 8723 23228 2324 0 20914 14443 1445 0 12998 117167 93944 0 23223 463026 169654 0 293382 664500 664500 1127526 169654 0 957882 686300 1644172 319387 72202 27688 27688 216325 210000 55000 6325 0 2819 12268 19508487 19835953 19835953 53994 26884 0 19692502 19909118 19863641 20951 19661 23660 16236 44611 35897 X 19647891 19873221 19647891 19873221 19692502 19909118 19647891 686300 0 20334191 460970 19873221 FIDELITY EVOKE - LT COVERED - 5851 P 2024-01-01 2024-12-31 1701953 928977 772976 772976 FIDELITY EVOKE - LT NONCOVERED - 5851 P 2024-01-01 2024-12-31 200573 39916 160657 160657 FIDELITY EVOKE - ST COVERED - 5852 P 2024-01-01 2024-12-31 646106 595580 50526 50526 FIDELITY EVOKE - LT COVERED - 5852 P 2024-01-01 2024-12-31 746108 497455 248653 248653 FIDELITY EVOKE - ST COVERED - 5853 P 2024-01-01 2024-12-31 53470 54332 -862 -862 FIDELITY EVOKE - LT COVERED - 5853 P 2024-01-01 2024-12-31 726656 640650 86006 86006 CAPITAL GAINS DIVIDENDS P 176483 176483 176483 1494439 49664 22854 0 22854 0 22854 13100 0 9754 0 22854 0 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 WWW.HEALTHCAREINITIATIVESINC.ORG HALEY GILROY 3178054869 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH L SONNER 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 VICE CHAIRMAN/TREASURER 3.00 25000 0 0 TIMOTHY HARDEN 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 SECRETARY 1.00 22000 0 0 EDWARD R SCHMIDT 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 CHAIRMAN 3.00 28000 0 0 W JASON DEPPEN 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 DIRECTOR 1.00 0 0 0 PATRICIA ROE 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 DIRECTOR 1.00 22000 0 0 HALEY GILROY 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 PRESIDENT/EXECUTIVE DIRECTOR 30.00 117500 0 0 TIMOTHY ROBINSON 9465 COUNSELORS ROW 200 INDIANAPOLIS IN 46240 DIRECTOR 1.00 22000 0 0 NONE 0 NONE 0 N/A 0 0 19999632 161504 0 20161136 0 0 20161136 302417 19858719 992936 992936 22854 22854 970082 0 970082 0 970082 957882 0 957882 970082 0 0 17361 45270 62631 957882 0 0 0 957882 0 12200 12200 50431 0 0 0 0 0 0 0 50431 5161 45270 X A KID AGAIN 8275 ALLISON POINTE TRAIL SUITE 220 INDIANAPOLIS IN 46250 N/A PC MEDICAL EDUCATION AND ADVOCACY 25000 AMERICAN ACADEMY OF DERMATOLOGY 9500 W BRYN MAWR AVENUE SUITE 500 ROSEMONT IL 60018 N/A PC CAMP DISCOVERY 2500 BOYS AND GIRLS CLUB OF BOONE COUNTY 1575 MULBERRY STREET ZIONSVILLE IN 46077 N/A PC GENERAL SUPPORT 2500 CHILDREN'S THERAPLAY FOUNDATION 9919 TOWNE ROAD CARMEL IN 46032 N/A PC GENERAL SUPPORT 10000 COBURN PLACE 604 E 38TH STREET INDIANAPOLIS IN 46205 N/A PC GENERAL SUPPORT 2500 DIABETES YOUTH FOUNDATION OF INDIANA 5050 E 211TH STREET NOBLESVILLE IN 46062 N/A PC GENERAL SUPPORT 5000 DOUBLE H RANCH 97 HIDDEN VALLEY ROAD LAKE LUZERNE NY 12846 N/A PC GENERAL SUPPORT 2500 DYSLEXIA INSTITUTE OF INDIANA 8395 KEYSTONE CROSSING SUITE 110 INDIANAPOLIS IN 46240 N/A PC MUTZ SCHOLARSHIP FUND 2500 GLEANERS FOOD BANK OF INDIANA INC 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 N/A PC RESOURCE CENTER, IN PARTNERSHIP WITH GENESSARET 25000 HOPE ACADEMY RECOVERY HIGH SCHOOL 3919 MADISON AVE SUITE 100 INDIANAPOLIS IN 46227 N/A PC EDUCATIONAL PROFRESSIONALISM/MEDICAL SUPPORT 50000 INDIANA BLIND CHILDREN'S FOUNDATION 7725 N COLLEGE AVE INDIANAPOLIS IN 46240 N/A PC ADAPTIVE KITCHEN 30000 INDIANA CENTER FOR YOUTH ABUSE & SUICIDE 4607 E 106TH STREET CARMEL IN 46033 N/A PC CENTER GROVE COMMUNITY SCHOOLS AND DIGITAL SAFETY PROGRAMMING 25000 IU SCHOOL OF MEDICINE 340 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC IU SCHOOL OF MEDICINE - VONDEILEN CURTIS FELLOWSHIP 5000 IU SCHOOL OF MEDICINE 340 W 10TH STREET INDIANAPOLIS IN 46202 N/A PC PANCREATIC CYST/CANCER CENTER 2500 BREAKTHROUGH T1D - INDIANA CHAPTER 225 S EAST ST SUITE 280 INDIANAPOLIS IN 46202 N/A PC SUPPORT INDIANA STATE CHAPTER 5000 JOSEPH MALEY FOUNDATION PO BOX 681010 INDIANAPOLIS IN 46268 N/A PC GENERAL SUPPORT 10000 JOY'S HOUSE (TMP ENTERPRISES INC) 2028 BROAD RIPPLE AVENUE INDIANAPOLIS IN 46220 N/A PC GENERAL OPERATING SUPPORT 25000 KIDS DANCE OUTREACH 456 N MERIDIAN ST INDIANAPOLIS IN 46244 N/A PC GENERAL SUPPORT 2500 MLK CENTER 40 WEST 40TH STREET INDIANAPOLIS IN 46208 N/A PC HOUSING/UTILITY BARRIER BUSTING FUND AND GENERAL SUPPORT 50000 PURDUE UNIVERSITY FOUNDATION 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 N/A PC INSTITUTE FOR DRUG DISCOVERY 2500 RACHAEL'S FIRST WEEK PO BOX 556 ZIONSVILLE IN 46077 N/A PC GENERAL SUPPORT 2500 REHABILITATION HOSPITAL OF INDIANA 4141 SHORE DRIVE INDIANAPOLIS IN 46254 N/A PC PHYSICAL MEDICINE AND REHAB RESIDENT SUPPORT 25000 REINS AND RAINBOWS 1132 E 250 S WABASH IN 46992 N/A PC GENERAL SUPPORT 5000 JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION 30 S MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46204 N/A PC CAMP ABOUT FACE 5000 SALVATION ARMY INDIANA DIVISION 6060 CASTLEWAY WEST DRIVE INDIANAPOLIS IN 46250 N/A PC HURRICANE RELIEF - 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GREATER INDIANA 50 E 91ST STREET SUITE 100 INDIANAPOLIS IN 46240 N/A PC GENERAL SUPPORT 7000 AMERICAN HEART ASSOCIATION - INDIANA 8720 CASTLE CREEK PKWY E DR 100 INDIANAPOLIS IN 46250 N/A PC STEM GOES RED PROGRAM 2500 CHILD NEUROLOGY FOUNDATION 601 W SHORT STREET LEXINGTON KY 40508 N/A PC GENERAL SUPPORT 2500 FELEGE HIYWOT CENTER 1648 SHELDON STREET INDIANAPOLIS IN 46218 N/A PC GENERAL SUPPORT 2500 HEAR INDIANA INC 4740 KINGSWAY DR 33 INDIANAPOLIS IN 46205 N/A PC GENERAL SUPPORT 2500 INDIANA CANINE ASSISTANT NETWORK 5100 CHARLES CT SUITE 100 ZIONSVILLE IN 46077 N/A PC GENERAL SUPPORT 2500 LEUKEMIA & LYMPHOMA SOCIETY 11550 N MERIDIAN ST CARMEL IN 46032 N/A PC GENERAL SUPPORT 10000 LITTLE RED DOOR CANCER AGENCY 1801 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 N/A PC GENERAL SUPPORT 2500 PHILLIPS TEMPLE CME CHURCH 210 E 34TH STREET INDIANAPOLIS IN 46205 N/A PC GENERAL SUPPORT, PLANTING SEEDS OF HOPE COMMUNITY INITIATIVE 10000 PROJECT PERIOD 8048 HOOVER LANE INDIANAPOLIS IN 46260 N/A PC GENERAL SUPPORT 5000 REGENSTRIEF INSTITUTE 1101 WEST 10TH STREET INDIANAPOLIS IN 46202 N/A PC WECARE PROGRAM 2500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC HURRICANE RELIEF - FLORIDA 5000 SCHOOLS CARE INCORPORATED 116 EAST BERRY STREET SUITE 1300 FORT WAYNE IN 46802 N/A PC GENERAL SUPPORT 10000 SERVANTS AT WORK INC 8427 ZIONSVILLE ROAD INDIANAPOLIS IN 46268 N/A PC GENERAL SUPPORT 2500 SUMMER STOCK STAGE PO BOX 55012 INDIANAPOLIS IN 46205 N/A PC HIV/AIDS EDUCATION FOR RENT PRODUCTION 2500 THE JULIAN CENTER 2011 N MERIDIAN ST INDIANAPOLIS IN 46202 N/A PC GENERAL SUPPORT 2500 TRUSTED MENTORS 546 E 17TH STREET SUITE 102 INDIANAPOLIS IN 46202 N/A PC GENERAL SUPPORT 2500 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 N/A PC GENERAL SUPPORT 5000 664500 0 14 1777 14 317610 14 1494439 0 1813826 0 1813826 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22903 6871 0 16032 EVOKE ADVISORS - FIDELITY INVESTMENTS 19835953 19835953 LEGAL FEES 1672 0 0 1672 OFFICE DEPOSIT 2052 2052 ROU ASSET 37939 24832 EXCESS TAX REFUND 14003 0 UNREALIZED GAIN ON INVESTMENTS 460970 INVESTMENT FEES 90053 90053 0 0 COMPUTER AND SOFTWARE 4182 418 0 3764 OFFICE SUPPLIES 2404 240 0 2164 INSURANCE 12677 1268 0 11409 PROFESSIONAL DEVELOPMENT 2080 0 0 2080 BANK CHARGES 385 39 0 346 MISCELLANEOUS EXPENSES 3697 237 0 3460 PAYROLL FEES 1689 1689 0 0 LEASE LIABILITY 23660 10436 INCOME TAX PAYABLE 0 5800 VALIANT HEALTH INC ORGANIZATION'S ASSETS PLEDGED AS COLLATERAL 350000 0 2016-06 2021-12 PAYMENT IN THE NEAR TERM 6.000000000000 NONE OPERATIONAL SUPPORT N/A 0 MEDICAL ADVISORY PANEL FEES 10500 0 0 10500 CONSULTING 3500 700 0 2800 FEDERAL EXCISE TAXES 18882 18882 0 0 PAYROLL TAXES 9692 969 0 8723 FOREIGN TAXES 4539 4539 0 0