Learning Well Inc: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: Learning Well Inc (EIN 36-4509221)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2017-10-11
IRS object ID: 201702849349300710
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule J
Schedule L
Schedule N
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-10-11T09:13:18-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	351178661	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Blue & Co LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 N Meridian St Suite 200	AddressLine1Txt
City	Indianapolis	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	364509221	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Learning Well Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEAR	BusinessNameControlTxt
Phone	3176989519	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1028 Forest Commons Dr	AddressLine1Txt
City	Avon	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46123	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONNA A STEPHENS	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	3176989519	PhoneNum
Signature	2017-10-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Amber Kocher CPA	PreparerPersonNm
PTIN	P01286298	PTIN
Phone	3176334705	PhoneNum
Preparation	2017-10-04	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	38.109.186.2	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-10-11	IPDt
IP Tm	09:13:16	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CB73872C89F6C9C373A48B74A8C019EAB5F72C00	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Final Return	Yes (X)	FinalReturnInd
Principal Officer	DONNA A STEPHENS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1028 Forest Commons Dr	AddressLine1Txt
City	Avon	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46123	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,187,047	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.learningwellinc.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2002	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.TO IMPROVE THE HEALTH, WELL-BEING, AND SCHOOL PERFORMANCE OF STUDENTS IN MARION COUNTY THROUGH IMPROVED ACCESS TO INTEGRATED, PREVENTIVE, AND PRIMARY HEALTH CARE SERVICES PROVIDED BY COLLABORATIVE PARTNERSHIPS.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$612,755	PYContributionsGrantsAmt
CY Contributions Grants	$1,550,895	CYContributionsGrantsAmt
PY Program Service Revenue	$597,504	PYProgramServiceRevenueAmt
CY Program Service Revenue	$633,568	CYProgramServiceRevenueAmt
PY Investment Income	$2,111	PYInvestmentIncomeAmt
CY Investment Income	$798	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,212,370	PYTotalRevenueAmt
CY Total Revenue	$2,185,261	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$227,356	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$391,764	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,410	CYTotalFundraisingExpenseAmt
PY Other Expenses	$964,051	PYOtherExpensesAmt
CY Other Expenses	$1,062,509	CYOtherExpensesAmt
PY Total Expenses	$1,191,407	PYTotalExpensesAmt
CY Total Expenses	$1,454,273	CYTotalExpensesAmt
PY Revenues Less Expenses	$20,963	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$730,988	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,239,640	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Liabilities BOY	$1,970,628	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$730,988	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$0	NetAssetsOrFundBalancesEOYAmt
Mission	To improve the health, well-being, and school performance of students in Marion County through integrated primary healthcare services provided by collaborative partnerships.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$967,263	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$633,568	RevenueAmt
Desc	LEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 29 SCHOOL-BASED CLINICS THROUGHOUT MARION COUNTY, INDIANA. THESE CLINICS ARE ASSISTING FAMILIES TO BECOME ENROLLED WITH A PRIMARY CARE PHYSICIAN AND ASSISTING STUDENTS BY REDUCING STUDENT ABSENTEEISM THROUGH ACCESSIBLE HEALTH CARE AT THE SCHOOL SITE.NUMBER OF STUDENTS SEEN: 7,069NUMBER OF OFFICE VISITS: 75,099NUMBER OF SERVICES PROVIDED: 115,188 SIGNIFICANT OUTCOME: 92.3 PERCENT OF STUDENTS RETURNED TO CLASS	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 19,108 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 42,246 3) BMI (BODY MASS INDEX) SCREENINGS: 2,916 (21.2 PERCENT ABNORMAL) 4) VITALS MONITORING: 4,408 5) MENTAL HEALTH COUNSELING: 1,523 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,817 7) NUTRITIONAL COUNSELING: 1,172 8) COLD PACKS, TEMPERATURE: 10,887 9) WOUND CLEANING/BANDAGES: 2,19310) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 521	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC. "To improve the health, well-being and school performance of students in Marion County through integrated primary healthcare services provided by collaborative partnerships."	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$967,263	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	Yes (1)	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DONNA A STEPHENS CEO	PersonNm
Phone	3176989519	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1028 Forest Commons Dr	AddressLine1Txt
City	Avon	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46123	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Leonardo Ortega MD
Chair	2.00	Yes (X)	Yes (X)	$0	$0	$0
KennETH Hull
Vice Chair	2.00	Yes (X)	Yes (X)	$0	$0	$0
Larry Flick
Secretary/Treasurer	2.00	Yes (X)	Yes (X)	$0	$0	$0
Virginia Caine
member	2.00	Yes (X)		$0	$0	$0
Rick Diaz
Member-term began 1/1/17	2.00	Yes (X)		$0	$0	$0
Lewis Ferebee
Member	2.00	Yes (X)		$0	$0	$0
Lisa Harris
member	2.00	Yes (X)		$0	$0	$0
Greg Porter
Member	2.00	Yes (X)		$0	$0	$0
Cynthia Robbins
Member	2.00	Yes (X)		$0	$0	$0
Betty Wilson
Member	2.00	Yes (X)		$0	$0	$0
Thomas J Little Jr
Member-term ended 8/30/16	2.00	Yes (X)		$0	$0	$0
DONNA A STEPHENS
CEO	40.00		Yes (X)	$151,774	$0	$7,665

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$151,774	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,665	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Shalom Health Care Center Inc
3400 Lafayette Rd Ste 200	Indianapolis	IN	46222	Healthcare provider	$410,203
mAXIM HEALTHCARE SERVICES
12558 Collections Center Drive	chicago	IL	60693	healthcare provider	$153,258
healthNet
3401 East Raymond Street	indianapolis	IN	46203	Healthcare provider	$126,328

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$427,755	GovernmentGrantsAmt
All Other Contributions	$1,123,140	AllOtherContributionsAmt
Total Contributions	$1,550,895	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
School District Revenu	624100	$620,000	$620,000
Net Patient Services R	624100	$13,568	$13,568

Field	Value	IRS element (for citing)
Total Program Service Revenue	$633,568	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,584	TotalRevenueColumnAmt
Exclusion	$2,584	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$1,786	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$1,786	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,786	TotalRevenueColumnAmt
Exclusion	-$1,786	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,185,261	TotalRevenueColumnAmt
Related Or Exempt Func Income	$633,568	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$798	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$151,774	TotalAmt
Management And General	$151,774	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$194,308	TotalAmt
Management And General	$194,308	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$27,501	TotalAmt
Management And General	$27,501	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$18,181	TotalAmt
Management And General	$18,181	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,597	TotalAmt
Program Services	$1,597	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$13,950	TotalAmt
Program Services	$13,950	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$951,716	TotalAmt
Program Services	$951,716	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,772	TotalAmt
Management And General	$6,772	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$64,778	TotalAmt
Management And General	$64,778	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,272	TotalAmt
Management And General	$1,272	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,633	TotalAmt
Management And General	$10,633	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
Event Expense	$9,410	$9,410
Parking	$1,813		$1,813
Dues & Subscriptions	$500		$500

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$68	TotalAmt
Management And General	$68	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,454,273	TotalAmt
Program Services	$967,263	ProgramServicesAmt
Management And General	$477,600	ManagementAndGeneralAmt
Fundraising	$9,410	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,063,423	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,664	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,269	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$169,284	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,239,640	BOYAmt
EOY	$0	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$985,660	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$984,968	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,970,628	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$730,988	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$730,988	BOYAmt
EOY	$0	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,239,640	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$730,988	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,294,727	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,689,702	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$654,555	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$612,755	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,550,895	CurrentTaxYearAmt
Total	$6,802,634	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,294,727	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,689,702	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$654,555	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$612,755	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,550,895	CurrentTaxYearAmt
Total	$6,802,634	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,710,311	SubstantialContributorsTotAmt
Public Support Total170	$4,092,323	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,853	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,209	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,328	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,111	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,584	CurrentTaxYearAmt
Total	$12,085	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$228,249	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,220	CurrentTaxYearMinus2YearsAmt
Total	$240,469	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,055,188	TotalSupportAmt
Gross Receipts Rltd Activities	$2,842,947	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.58000	PublicSupportCY170Pct
Public Support PY170	0.48130	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	DONNA A STEPHENS	PersonNm
Title	CEO	TitleTxt
Base Compensation Filing Org	$151,774	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$7,200	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$465	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$159,439	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Betty Wilson	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Board Member	RelationshipDescriptionTxt
Transaction	$800,000	TransactionAmt
Transaction	See below	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Sch L, Part IV, Business Transactions Involving Interested Persons:	FormAndLineReferenceDesc
Explanation	(A) NAME OF PERSON: BETTY WILSON(D) MS. WILSON IS THE EXECUTIVE DIRECTOR OF THE HEALTH FOUNDATION OF GREATER INDIANAPOLIS, INC. THE HEALTH FOUNDATION IS A MAJOR CONTRIBUTOR TO LEARNING WELL, INC. THE AMOUNT LISTED REPRESENTS THE AMOUNT OF SUPPORT PROVIDED FROM THE HEALTH FOUNDATION DURING THE FISCAL YEAR ENDED JUNE 30, 2017. THE HEALTH FOUNDATION EXTENDED A LINE OF CREDIT IN THE AMOUNT OF $1,050,000 OF WHICH the outstanding $800,000 WAS paid in full AS OF FISCAL YEAR ENDED JUNE 30, 2017.	ExplanationTxt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	Computer & Office Equipment	AssetsDistriOrExpnssPaidDesc
Distribution	2017-06-30	DistributionDt
Fair Market Value Of Asset	$1,786	FairMarketValueOfAssetAmt
Method Of FMV Determination	Net Book Value	MethodOfFMVDeterminationTxt
EIN	061645027	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Shalom Health Care Center Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3400 Lafayette Rd Ste 200	AddressLine1Txt
City	Indianapolis	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46222	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501(c)(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor	0	DirectorOfSuccessorInd
Employee Of Successor	0	EmployeeOfSuccessorInd
Owner Of Successor	0	OwnerOfSuccessorInd
Receive Compensation	0	ReceiveCompensationInd
Assets Distributed	Yes (1)	AssetsDistributedInd
Required To Notify AG	Yes (1)	RequiredToNotifyAGInd
Attorney General Notified	Yes (1)	AttorneyGeneralNotifiedInd
Liabilities Paid	Yes (1)	LiabilitiesPaidInd
Bonds Outstanding	0	BondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 7a	The board of directors are appointed by the following individuals or entities: (a) certain marion county, Indiana health care providers, (b) certain marion county, Indiana school systems, and (c) certain Marion County, Indiana Community Partners.
Form 990, Part VI, Section B, line 11b	The process of reviewing the Form 990 includes a detailed review of the form and required schedules by the organization's executive committee and accounting personnel. The executive committee reviews and approves the Form 990 and a copy of the completed Form 990 is made available for Each voting member of the governing body upon request.
Form 990, Part VI, Section B, line 12c	A conflicts of interest form is required of staff and board members at the request of the executive committee. The CEO can personally check any financial conflicts when signing both contracts and checks.
Form 990, Part VI, Section B, line 15	A formal review/evaluation is done by the Compensation Committee (ad hoc committee off of the Executive Committee). Recommendations are then made to the Executive Committee (as representative of the Governing Board).
Form 990, Part VI, Section C, line 19	The organization does make the governing documents, conflict of interest policy, or financial statements available to the public upon request.
Form 990, Part IX, line 11g	Purchased Services: Program service expenses 32,919. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,919. Professional Services/Fees: Program service expenses 35,477. Management and general expenses 0. Fundraising expenses 0. Total expenses 35,477. Other Services: Program service expenses 883,320. Management and general expenses 0. Fundraising expenses 0. Total expenses 883,320.
Form 990, Part XI, Line 6, Donated Services and Use of Facilities	DONATED SERVICES FOR YEAR ENDED 6/30/17: REVENUE: $7,200. EXPENSES: ($7,200.) ============ Part XI, Line 6 $0.