2026-09-10T19:23:48-05:00 2025-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2025-01-01 351720795 BLOOMINGTON HEALTH FOUNDATION INC BLOO 8125583409 101 W KIRKWOOD AVE SUITE 312 BLOOMINGTON IN 47404 MICHELLE GILCHRIST PRESIDENT & CEO 8125583409 2026-09-08 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2026-09-08 2025 MICHELLE GILCHRIST 101 W KIRKWOOD AVE SUITE 312 BLOOMINGTON IN 47404 15825248 0 X BLOOMHF.ORG X 1987 IN HELPING THE PEOPLE OF BLOOMINGTON AND SURROUNDING COMMUNITIES LEAD HEALTHIER LIVES. 18 18 2 25 0 0 171206 208354 8790 4723 891670 2234743 -14041 -13333 1057625 2434487 1149088 759650 0 0 299653 317447 0 0 184617 269995 264268 1718736 1341365 -661111 1093122 29127872 31878041 1485705 1738974 27642167 30139067 X WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES. 0 0 917339 759650 4723 WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES. STEPS TAKEN INCLUDE THE FOLLOWING:CONVENE COMMUNITY LEADERS TO ADDRESS SHARED HEALTH CONCERNS FOR THE PURPOSE OF MAKING TRANSFORMATIONAL IMPACT IN HEALTH OUTCOMES WITHIN MONROE COUNTY AND THE SOUTH-CENTRAL REGION THAT INSPIRE PHILANTHROPIC SUPPORT AND LEVERAGE EXISTING ASSETS TO IMPLEMENT INNOVATIVE AND EVIDENCE-BASED SOLUTIONS WITH COMMUNITY PARTNERS AND OTHER STAKEHOLDERS.VALUES: COLLABORATIVE - BHF WILL ACHIEVE MORE BY WORKING TOGETHERINCLUSIVE - BHF WILL EMBRACE DIFFERENCES WITH RESPECT INNOVATIVE - BHF WILL ENCOURAGE BOLD SOLUTIONS TO TOUGH PROBLEMSEXCELLENCE - BHF WILL STRIVE TO EXCEL IN EVERY ASPECT OF THE ORGANIZATIONEMPOWERING - BHF WILL ENCOURAGE AND STRENGTHEN COMMUNITY PARTNERSGOOD STEWARDS - BHF WILL PLAN AND MANAGE RESOURCES RESPONSIBLY IMPACTFUL - BHF WILL IMPROVE HEALTH OUTCOMES BY MEASURING EFFECTIVENESSCONNECTIVE - BHF WILL BRIDGE SOCIAL GAPS USING PARTNERSHIPS AND RESOURCES 917339 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 8 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IN X THE ORGANIZATION 8125583409 101 W KIRKWOOD AVE SUITE 312 BLOOMINGTON IN 47404 ANGELA OPSAHL MD BOARD MEMBER 1.00 X 0 0 0 BEN NIEHOFF BOARD MEMBER 1.00 X 0 0 0 CHRISTAL GREENE MD BOARD MEMBER 1.00 X 0 0 0 DENISE HOWARD OD BOARD MEMBER 1.00 X 0 0 0 JENNIFER STEINMETZ BOARD MEMBER 1.00 X 0 0 0 JOHN HURLOW BOARD MEMBER 1.00 X 0 0 0 JOHN WEST BOARD MEMBER 1.00 X 0 0 0 KRISTEN WEIDA BOARD MEMBER 1.00 X 0 0 0 LEE CARMICHAEL BOARD MEMBER 1.00 X 0 0 0 MELINDA WEAKLEY MD BOARD MEMBER 1.00 X 0 0 0 MICHAEL WILLETT MD BOARD MEMBER 1.00 X 0 0 0 SHAWNA HAYDEN BOARD MEMBER 1.00 X 0 0 0 SUSAN WIER BOARD MEMBER 1.00 X 0 0 0 TASHERA PERRY MD BOARD MEMBER 1.00 X 0 0 0 ALLEN DUNN MD CHAIR 1.00 X X 0 0 0 JOSH JAMES VICE CHAIR 1.00 X X 0 0 0 ERIN MARTOGLIO SECRETARY 1.00 X X 0 0 0 DOUG MAYO TREASURER 1.00 X X 0 0 0 MICHELLE GILCHRIST PRESIDENT & CEO 40.00 X 176893 0 258 HEATHER ROBINSON CHIEF OPERATING OFFICER 40.00 X 107326 0 4426 284219 0 4684 2 0 1 0 0 18000 190354 12984 208354 ADMINISTRATIVE FEES 900099 4723 4723 4723 838193 838193 14773978 13377428 1396550 1396550 1396550 0 18000 13333 -13333 -13333 2434487 4723 0 2221410 759650 759650 177150 74269 44288 58593 134558 56412 33641 44505 5739 2406 1434 1899 7182 7182 36000 36000 59229 59229 23020 8628 6098 8294 45750 45750 9509 1776 6529 1204 24514 6204 3700 14610 11795 4945 2949 3901 558 279 279 3575 3575 1696 711 424 561 11649 11649 BUSINESS EXPENSES 21462 21462 STEWARDSHIP 2578 2578 5751 2059 1249 2443 1341365 917339 239409 184617 2408443 2610349 8660 7158 0 1820 46724 23581 2290 23143 26707804 28950649 675 284922 29127872 31878041 1485705 1466341 0 272633 1485705 1738974 X 23654108 26248275 3988059 3890792 27642167 30139067 29127872 31878041 X 1093122 1384416 19362 X X 0 1 X 1 0 X 387916 295029 169453 171206 208354 1231958 387916 295029 169453 171206 208354 1231958 278587 953371 538151 524174 565088 813469 838193 3279075 4511033 90740 0.21130 0.26150 X BLOOMINGTON HEALTH FOUNDATION, INCATTACHMENT TO SCHEDULE A RE: PUBLIC SUPPORT TEST THE PUBLIC SUPPORT PERCENTAGES FOR THE BLOOMINGTON HEALTH FOUNDATION, INC. FOR 2025 AND 2024 ARE 21.13% AND 26.15%, RESPECTIVELY. SINCE THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS LESS THAN 33 1/3 PERCENT FOR THE CURRENT AND PRIOR YEAR, IT FAILS THE MECHANICAL TEST FOR PUBLIC SUPPORT. THEREFORE, THE FOUNDATION MUST PASS THE FACTS AND CIRCUMSTANCES TEST IN ORDER TO MAINTAIN ITS PUBLIC SUPPORT STATUS. THE FOUNDATION DOES PASS THE FACTS AND CIRCUMSTANCES TEST FOR 2025. IN ORDER TO PASS THE FACTS AND CIRCUMSTANCES TEST, THE ORGANIZATION MUST DO THE FOLLOWING: SOURCES OF SUPPORT- THE ORGANIZATION SHOULD SEEK GIFTS AND CONTRIBUTIONS FROM A WIDE BASE OF POTENTIAL DONORS IN THE COMMUNITY THAT IS SERVED. THE FOUNDATION SEEKS CONTRIBUTIONS FROM A VARIETY OF SOURCES, INCLUDING, BUT NOT LIMITED TO INDIVIDUALS WITHIN THE COMMUNITY, BUSINESSES WITHIN THE COMMUNITY, OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE COMMUNITY AND OTHER PUBLIC AND PRIVATE FOUNDATIONS WITHIN THE COMMUNITY. REPRESENTATIVE GOVERNING BODY- THE BOARD OF DIRECTORS SHOULD REPRESENT VARIOUS AREAS OF PUBLIC INTEREST IN THE AREAS SERVED. THE FOUNDATION MAINTAINS A DIVERSE BOARD OF DIRECTORS REPRESENTING MANY INTEREST GROUPS WITHIN THE COMMUNITY. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES AND/OR PUBLIC PARTICIPATION IN PROGRAMS- THE ORGANIZATION SHOULD BE ALWAYS OFFERING ITS SERVICES TO DONORS IN PLANNING THEIR GIVING AND EDUCATING THE PUBLIC ABOUT GRANT MAKING OPPORTUNITIES. THE FOUNDATION UNDERTAKES NUMEROUS INITIATIVES THROUGHOUT THE YEAR TO EDUCATE DONORS ON THE OPTIONS AVAILABLE FOR CHARITABLE GIVING AND ALSO EDUCATES AREA ORGANIZATIONS AND SCHOOLS ON THE FUNDS AVAILABLE ANNUALLY FOR DISTRIBUTION FROM THE ORGANIZATION. ALL SERVICES ARE PROVIDED AT NO COST TO THE DONORS OR GRANT RECIPIENTS. IN ADDITION, THE FOUNDATION OFFERS A NUMBER OF FORUMS ON COMMUNITY INTEREST ITEMS THROUGHOUT THE YEAR THAT ARE OPEN TO THE GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4160862 71095 235581 318346 4149192 4310064 70786 231596 451584 4160862 4123409 77895 310716 201956 4310064 4751238 52800 -346041 334588 4123409 10018831 371148 328928 5967669 4751238 0.00000 0.57380 0.42620 0 0 46724 23581 23143 23143 CAPITAL LEASES 272633 272633 X 3527906 1384416 13333 1397749 2130157 59229 245101 304330 2434487 1031006 13333 13333 1017673 59229 264463 323692 1341365 PART IV, LINE 2B: THE FOUNDATION HOLDS AND ADMINISTERS THE FUNDS AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUNDS, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE FOUNDATIONS ARTICLES OF INCORPORATION AND BYLAWS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON ENDOWMENT FUNDS IS USED TO SUPPORT VARIOUS CHARITIES. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025 AND 2024, 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 FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,333. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS HELD FOR OTHERS 245,101. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,333. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS HELD FOR OTHERS 264,463. SPECIAL EVENT 18000 18000 3230 7134 2969 18000 18000 3230 7134 2969 13333 -13333 1 BLOOMINGTON MEALS ON WHEELS 2620 N WALNUT ST STE 925 BLOOMINGTON IN 47404 310941563 501(C)(3) 229000 0 GRANTS MADE TO VARIOUS PROGRAMS CANCER SUPPORT COMMUNITY - CENTRAL INDIANA 5150 W 71ST ST INDIANAPOLIS IN 46268 351902427 501(C)(3) 191601 0 GRANTS MADE TO VARIOUS PROGRAMS HEALTHNET 901 SHELBY ST 3RD FLOOR INDIANAPOLIS IN 46203 351579827 501(C)(3) 147391 0 GRANTS MADE TO VARIOUS PROGRAMS YOUTH FIRST PO BOX 3897 EVANSVILLE IN 47737 352050168 501(C)(3) 70500 0 GRANTS MADE TO VARIOUS PROGRAMS BLOOMINGTON INDIANA INC LOCAL COUNCIL OF WOMEN PO BOX 6171 BLOOMINGTON IN 47407 350992711 501(C)(3) 30603 0 GRANTS MADE TO VARIOUS PROGRAMS BLOOMINGTON COMMUNITY PARK AND RECREATION FOUNDATION INC PO BOX 3351 BLOOMINGTON IN 47402 311209028 501(C)(3) 28000 0 GRANTS MADE TO VARIOUS PROGRAMS PATHWAYS 827 W 14TH CT BLOOMINGTON IN 47404 351313090 501(C)(3) 16113 0 GRANTS MADE TO VARIOUS PROGRAMS SUMMIT HILL COMMUNITY DEVELOPMENT CORPORATION 1007 N SUMMIT ST BLOOMINGTON IN 47404 301112000 501(C)(3) 11508 0 GRANTS MADE TO VARIOUS PROGRAMS TANDEM COMMUNITY BIRTH CENTER AND POSTPARTUM HOUSE INC 2613 E 3RD ST BLOOMINGTON IN 47401 845009749 501(C)(3) 8500 0 GRANTS MADE TO VARIOUS PROGRAMS GREATER BLOOMINGTON CHAMBER OF COMMERCE 421 W 6TH ST BLOOMINGTON IN 47404 350183215 501(C)(6) 6000 0 GRANTS MADE TO VARIOUS PROGRAMS 9 1 PART I, LINE 2: THE ORGANIZATION MONITORS ALL GRANTS AND SCHOLARSHIPS PAID OUT. X X X 0 0 0 0 0 0 0 0 0 MICHELLE GILCHRIST PRESIDENT & CEO 176893 0 0 0 0 0 258 0 0 0 177151 0 0 0 FORM 990, PART V, LINE 2B THE BLOOMINGTON HEALTH FOUNDATION USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR EMPLOYEES. THE PEO ISSUES THE W-2'S UNDER ITS EIN. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS EMAILED TO THE GOVERNING BODY FOR THEIR REVIEW BEFORE BEING APPROVED FOR FILING FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN A WRITTEN STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTIONS HELD FOR OTHERS 19,362. FORM 990, PART XII, LINE 2C NO CHANGES IN THE PROCEDURES FROM PRIOR YEAR.