2017-10-11T09:13:18-05:00 2017-06-30 351178661 Blue & Co LLC 500 N Meridian St Suite 200 Indianapolis IN 46204 990 2016-07-01 364509221 Learning Well Inc LEAR 3176989519 1028 Forest Commons Dr Avon IN 46123 DONNA A STEPHENS CEO 3176989519 2017-10-11 1 Amber Kocher CPA P01286298 3176334705 2017-10-04 38.109.186.2 2017-10-11 09:13:16 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CB73872C89F6C9C373A48B74A8C019EAB5F72C00 2016 2021-01-29 14:40:06Z X X DONNA A STEPHENS 1028 Forest Commons Dr Avon IN 46123 2187047 0 X www.learningwellinc.org X 2002 IN 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. X 10 10 2 0 0 0 612755 1550895 597504 633568 2111 798 0 0 1212370 2185261 0 0 0 0 227356 391764 0 0 9410 964051 1062509 1191407 1454273 20963 730988 1239640 0 1970628 0 -730988 0 To improve the health, well-being, and school performance of students in Marion County through integrated primary healthcare services provided by collaborative partnerships. 0 0 967263 0 633568 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 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 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." 967263 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 5 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X DONNA A STEPHENS CEO 3176989519 1028 Forest Commons Dr Avon IN 46123 Leonardo Ortega MD Chair 2.00 X X 0 0 0 KennETH Hull Vice Chair 2.00 X X 0 0 0 Larry Flick Secretary/Treasurer 2.00 X X 0 0 0 Virginia Caine member 2.00 X 0 0 0 Rick Diaz Member-term began 1/1/17 2.00 X 0 0 0 Lewis Ferebee Member 2.00 X 0 0 0 Lisa Harris member 2.00 X 0 0 0 Greg Porter Member 2.00 X 0 0 0 Cynthia Robbins Member 2.00 X 0 0 0 Betty Wilson Member 2.00 X 0 0 0 Thomas J Little Jr Member-term ended 8/30/16 2.00 X 0 0 0 DONNA A STEPHENS CEO 40.00 X 151774 0 7665 151774 0 7665 1 0 1 0 Shalom Health Care Center Inc 3400 Lafayette Rd Ste 200 Indianapolis IN 46222 Healthcare provider 410203 mAXIM HEALTHCARE SERVICES 12558 Collections Center Drive chicago IL 60693 healthcare provider 153258 healthNet 3401 East Raymond Street indianapolis IN 46203 Healthcare provider 126328 3 427755 1123140 1550895 School District Revenu 624100 620000 620000 Net Patient Services R 624100 13568 13568 633568 2584 2584 1786 -1786 -1786 -1786 2185261 633568 0 798 X 151774 151774 194308 194308 27501 27501 18181 18181 1597 1597 13950 13950 951716 951716 6772 6772 64778 64778 1272 1272 10633 10633 Event Expense 9410 9410 Parking 1813 1813 Dues & Subscriptions 500 500 68 68 1454273 967263 477600 9410 0 1063423 0 0 0 0 0 0 0 4664 0 0 0 2269 0 0 0 0 0 169284 0 1239640 0 985660 0 984968 0 1970628 0 X -730988 0 -730988 0 1239640 0 X 730988 0 X 1 X 0 0 0 X 2294727 1689702 654555 612755 1550895 6802634 2294727 1689702 654555 612755 1550895 6802634 2710311 4092323 2853 2209 2328 2111 2584 12085 228249 12220 240469 7055188 2842947 0.58000 0.48130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 0 0 0 DONNA A STEPHENS CEO 151774 0 0 0 0 0 7200 0 465 0 159439 0 0 0 Betty Wilson Board Member 800000 See below 0 Sch L, Part IV, Business Transactions Involving Interested Persons: (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. Computer & Office Equipment 2017-06-30 1786 Net Book Value 061645027 Shalom Health Care Center Inc 3400 Lafayette Rd Ste 200 Indianapolis IN 46222 501(c)(3) 0 0 0 0 1 1 1 1 0 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.