Nonprofit · EIN 35-1642823
UNION HOSPITAL FOUNDATION INC
Tax-exempt · TERRE HAUTE, IN 47804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,801,879 | $1,507,898 | $293,981 | $27,016,272 | $7,116,921 | $19,899,351 |
| December 31, 2023 | 990 | $2,253,692 | $1,993,761 | $259,931 | $26,087,342 | $6,924,895 | $19,162,447 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $691,957
- Program service revenue
- $0
- Investment income
- $858,563
- Net rental income
- $35,308
- Net gain from sales of assets
- $468,743
- Net income from fundraising events
- $121,534
- Other revenue
- $251,359
Expenses
- Grants and similar amounts paid
- $807,910
- Other salaries and wages
- $319,590
- Salaries, compensation and benefits (total)
- $400,711
- Professional fundraising fees
- $0
- Legal fees
- $5,575
- Accounting fees
- $86,818
- Occupancy
- $619
- Travel
- $4,337
- Depreciation
- $14,443
- Program services (functional)
- $1,217,011
- Management and general (functional)
- $281,725
- Fundraising (functional)
- $9,162
Balance sheet and other
- Total assets, start of year
- $26,087,342
- Total assets, end of year
- $27,016,272
- Total liabilities, end of year
- $7,116,921
- Net assets, end of year
- $19,899,351
- Land, buildings and equipment
- $206,091
- Publicly traded securities
- $20,074,716
- Net assets without donor restrictions
- $15,236,916
- Net assets with donor restrictions
- $4,662,435
- Gross receipts
- $5,021,245
- Employees
- 5
- Volunteers
- 77
- Year formed
- 1985
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M HOLMAN | DIRECTOR Trustee or director | 20 | $0 | $1,884,765 | $43,235 |
| MATTHEW NEALON | ASST. TREASURER Trustee or director, Officer | 7 | $0 | $631,856 | $48,114 |
| HICHAM RAHMOUNI | DIRECTOR Trustee or director | 1 | $0 | $139,352 | $37,166 |
| BECKY MILLER | PRESIDENT Trustee or director, Officer | 40 | $0 | $129,353 | $5,107 |
| MARY FAZEKAS | INTERIM PRES. PARTIAL TERM Trustee or director, Officer | 40 | $0 | $114,314 | $12,443 |
| CHARLES COCHRAN III MD | DIRECTOR Trustee or director | 1 | $0 | $106,430 | $0 |
| MARLENE LENZ | ASSISTANT SECRETARY Trustee or director, Officer | 40 | $0 | $50,119 | $12,762 |
| KELLY WALKER | INTERIM PRES. PARTIAL TERM Trustee or director, Officer | 40 | $0 | $32,382 | $3,168 |
| ERIK SOUTHARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $30,298 |
| MARGOT GILLESPIE | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 | $0 |
| MARY DOTI | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANTHANA NAIDU | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE MASCHINO | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD BURGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MOLLY CALLAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JO EINSTANDIG | DIRECTOR Trustee or director | 1 | $0 |
| JOHN ETLING | DIRECTOR Trustee or director | 1 | $0 |
| DAVID FRIEDRICH | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT W HAERR MD | DIRECTOR Trustee or director | 1 | $0 |
| ALEXANDER IZAD MD | DIRECTOR Trustee or director | 1 | $0 |
| MARK METHENY | DIRECTOR Trustee or director | 1 | $0 |
| DONALD SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| JULIE BOWERS | DIRECTOR PARTIAL TERM Trustee or director | 1 | $0 |
| ROBERT R BROWN | DIRECTOR PARTIAL TERM Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M HOLMAN | DIRECTOR Trustee or director | 20 | $0 | $1,647,478 | $40,333 |
| MATTHEW NEALON | ASST. TREASURER Trustee or director, Officer | 7 | $0 | $740,221 | $44,768 |
| JOEL HARBAUGH | EXECUTIVE DIRECTOR PARTIAL TERM Trustee or director, Officer | 60 | $0 | $131,439 | $17,137 |
| KELLY WALKER | INTERIM PRESIDENT Trustee or director, Officer | 40 | $0 | $93,470 | $17,610 |
| MARGOT GILLESPIE | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 | $0 |
| MARY DOTI | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANTHANA NAIDU | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARLENE LENZ | ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARRIE MASCHINO | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JULIE BOWERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT R BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BURGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JO EINSTANDIG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN ETLING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID FRIEDRICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT W HAERR MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK METHENY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONALD SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIK SOUTHARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES COCHRAN III MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HICHAM RAHMOUNI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1606 N 7TH ST, TERRE HAUTE, IN 47804-2780
- Principal officer (990 for 2024)
- MARY DOTI, 1606 NORTH SEVENTH STREET, TERRE HAUTE, IN 478042780
- Signed the 990
- BECKY MILLER, PRESIDENT
- Phone
- (812) 238-7534
- Return prepared by
- BLUE & CO LLC
Mission
SUPPORT ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS WHICH SERVE THIS PURPOSE.
Program accomplishments
- PROGRAM EXPENSES RELATED TO SUPPORTING ADVANCES IN MEDICAL CARE AND INITIATIVES WHICH IMPROVE HEALTH FOR THE RESIDENTS OF THE WABASH VALLEY BY MAKING GRANTS TO UNION HOSPITAL, INC., UNION HOSPITAL HEALTH SERVICES, INC. AND OTHER QUALIFIED ORGANIZATIONS TO FURTHER THE DELIVERY OF HEALTHCARE SERVICES TO THE WABASH VALLEY.THE FOUNDATION RECEIVES MANY DONATIONS ON BEHALF OF UNION HOSPITAL AND OTHER CHARITABLE ORGANIZATIONS RELATED TO THE FOUNDATION'S MISSION. THESE DONATIONS HELD ON THE HOSPITAL'S BEHALF ARE RECORDED IN AGENCY LIABILITY ACCOUNTS ON THE FOUNDATION'S BALANCE SHEET. DURING THE YEAR THERE WAS APPROXIMATELY $179,036 IN AGENCY GRANTS APPROVED FOR DISBURSEMENT.Expenses $1,170,711 · grants $761,610
- ACADEMIC SCHOLARSHIP AWARDS TO BE APPLIED TO THE TUITION AND RELATED EDUCATION EXPENSES OF NUMEROUS STUDENTS ATTENDING VARIOUS COLLEGES AND UNIVERSITIES.Expenses $46,300 · grants $46,300
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1642823
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20J)
- Assets (IRS master file)
- $27,016,272
- Income (IRS master file)
- $5,021,245
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,801,879 | $1,507,898 | $27,016,272 | XML |
| 990 | December 2023 | $2,253,692 | $1,993,761 | $26,087,342 | XML |
| 990 | December 2022 | $6,091,608 | $3,143,542 | $24,156,820 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1642823).
Questions about UNION HOSPITAL FOUNDATION INC
- What is the EIN of UNION HOSPITAL FOUNDATION INC?
- The employer identification number (EIN) of UNION HOSPITAL FOUNDATION INC is 35-1642823.
- Is UNION HOSPITAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UNION HOSPITAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNION HOSPITAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION HOSPITAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION HOSPITAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNION HOSPITAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names MARY DOTI.
- Who are the officers and directors of UNION HOSPITAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 24 people; 0 received compensation from the organization.
- How much revenue does UNION HOSPITAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,801,879, expenses of $1,507,898 and total assets of $27,016,272 at year end.
Other nonprofits in TERRE HAUTE
- UNION HOSPITAL INC EIN 35-0876396 · last filed 990 for 2024
- VISITING NURSE ASSOCIATION OF THE WABASH VALLEY INC EIN 35-0869064 · last filed 990 for 2024
- WABASH VALLEY HEALTH CENTER EIN 45-3023360 · last filed 990 for 2025
- INDIANA RURAL HEALTH ASSOCIATION INC EIN 35-2026704 · last filed 990 for 2025
- CENTER FOR OCCUPATIONAL HEALTH WAYNE R HUDSON EXECTIVE VP & CEO EIN 35-2118417 · last filed 990 for 2024
- RURAL HEALTH INNOVATION COLLABORATIVE INC EIN 27-1374208 · last filed 990 for 2025
- SERVICE LEAGUE OF UNION HOSPITAL INC EIN 35-1586347 · last filed 990 for 2024
- CROSSROADS CARE CLINIC INC EIN 31-1199472 · last filed 990 for 2025