HEALTHCARE INITIATIVES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE INITIATIVES INC (EIN 35-1392974)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-05
- IRS object ID
- 201602189349300225
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-05T10:00:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351392974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCEI Inc fka Health Care Excel Incorporated | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HCEI | BusinessNameControlTxt |
| Phone | 3177545416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 730 | AddressLine1Txt |
| City | Zionsville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Voliva | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN WOODHULL | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOY CASTERTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 730 | AddressLine1Txt |
| City | Zionsville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,312,913 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE VALUE OF HEALTH CARE BY OFFERING INNOVATIVE SOLUTIONS THAT RESULT IN HIGH QUALITY OUTCOMES | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,378,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$400,026 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,516,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,555,061 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,416,799 | PYInvestmentIncomeAmt |
| CY Investment Income | $686,880 | CYInvestmentIncomeAmt |
| CY Other Revenue | $11,116 | CYOtherRevenueAmt |
| PY Total Revenue | $11,933,356 | PYTotalRevenueAmt |
| CY Total Revenue | $3,253,057 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,949 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,726,743 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,819,553 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,370,160 | PYOtherExpensesAmt |
| CY Other Expenses | $1,740,153 | CYOtherExpensesAmt |
| PY Total Expenses | $10,116,852 | PYTotalExpensesAmt |
| CY Total Expenses | $3,669,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,816,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$416,649 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,960,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,638,471 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $683,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,509,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,277,710 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,129,365 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE VALUE OF HEALTH CARE BY OFFERING INNOVATIVE SOLUTIONS THAT RESULT IN HIGH QUALITY OUTCOMES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $2,578,565 | ExpenseAmt |
| Grant | $110,000 | GrantAmt |
| Revenue | $176,446 | RevenueAmt |
| Desc | HEALTH CARE EXCEL PROVIDES SERVICES TO VARIOUS STATE AND PRIVATE ORGANIZATIONS IN THE AREAS OF INDEPENDENT REVIEWS, QUALITY IMPROVEMENT REVIEWS AND INITIATIVES. | Desc |
| Total Program Service Expenses | $2,578,565 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Debra Voliva | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177545416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 730 | AddressLine1Txt |
| City | ZIONSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46077 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CAROL STELTENKAMP | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $15,600 | $4,400 | $0 | |||
| HARRY THOMPSON | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $18,100 | $4,400 | $0 | |||
| MARK CARTER | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $16,700 | $1,700 | $0 | |||
| Timothy Harden | |||||||||
| Director | 2.0 | Yes (X) | $9,800 | $0 | $0 | ||||
| Edward R Schmidt aal | |||||||||
| Director | 2.0 | Yes (X) | $28,396 | $0 | $0 | ||||
| Kenneth L Sonner | |||||||||
| Director | 2.0 | Yes (X) | $9,800 | $0 | $0 | ||||
| Ike G Batalis | |||||||||
| Director | 2.0 | Yes (X) | $10,100 | $0 | $0 | ||||
| JOY CASTERTON | |||||||||
| PRESIDENT & CEO | 40.0 | $361,615 | $0 | $24,799 | Yes (X) | ||||
| Debra J Voliva | |||||||||
| Treasurer | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Edgar Lantis | |||||||||
| Secretary | 24.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NANCY M DUNCAN | |||||||||
| SR. DIRECTOR , HUMAN RESOURCES | 40.0 | $142,830 | $0 | $24,242 | Yes (X) | ||||
| SUE KAUTH | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | $153,701 | $0 | $14,792 | Yes (X) | ||||
| Douglas M Dunham | |||||||||
| VP of Sales and Marketing | 40.0 | $0 | $234,727 | $21,928 | Yes (X) | ||||
| Timothy Burrell | |||||||||
| Medical Director | 20.0 | 20.0 | $141,060 | $141,060 | $18,610 | Yes (X) | |||
| Paul Dausman | |||||||||
| Cheif Information Officer | 40.0 | $0 | $185,909 | $14,433 | Yes (X) | ||||
| Rebecca Royer | |||||||||
| Clinical Director | 20.0 | 20.0 | $75,404 | $75,403 | $17,846 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $983,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $647,599 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc |
|---|---|---|---|---|---|
| SourceCode North America | |||||
| 5150 VILLAGE PARK DRIVE SE | Suite 200 | Bellevue | WA | 98006 | IT |
| MCDERMOTT WILL & EMERY | |||||
| PO BOX 6043 | Chicago | IL | 60680 | Legal | |
| PARKVIEW RESEARCH CENTER | |||||
| 3602 NEW VISION DRIVE | FORT WAYNE | IN | 46845 | QIO Program Services | |
| ANTHEM BLUE CROSS BLUE SHIELD | |||||
| PO BOX 6406 | CAROL STREAM | IL | 601976406 | MEDICAL INSURANCE | |
| ECP SOUTH PERRY ROAD LLC | |||||
| 241 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 26204 | RENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 541640 | BusinessCd |
| Total Revenue Column | $2,555,061 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,446 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,378,615 | UnrelatedBusinessRevenueAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,555,061 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $700,433 | TotalRevenueColumnAmt |
| Exclusion | $700,433 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,035,303 | SecuritiesAmt |
| Other | $11,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,059,856 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,553 | SecuritiesAmt |
| Other | $11,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,553 | TotalRevenueColumnAmt |
| Exclusion | -$13,553 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refunds | Desc |
| Total Revenue Column | $11,116 | TotalRevenueColumnAmt |
| Exclusion | $11,116 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,116 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,253,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,446 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,378,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $697,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $110,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,206 | TotalAmt |
| Program Services | $115,895 | ProgramServicesAmt |
| Management And General | $336,311 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,555 | TotalAmt |
| Program Services | $877,895 | ProgramServicesAmt |
| Management And General | $214,660 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,372 | TotalAmt |
| Program Services | $29,284 | ProgramServicesAmt |
| Management And General | $8,088 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,571 | TotalAmt |
| Program Services | $29,134 | ProgramServicesAmt |
| Management And General | $12,437 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,849 | TotalAmt |
| Program Services | $144,928 | ProgramServicesAmt |
| Management And General | $50,921 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,154 | TotalAmt |
| Program Services | $108,894 | ProgramServicesAmt |
| Management And General | $38,260 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,657 | TotalAmt |
| Management And General | $72,657 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,951 | TotalAmt |
| Management And General | $36,951 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,152 | TotalAmt |
| Management And General | $69,152 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,225 | TotalAmt |
| Program Services | $403,225 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,849 | TotalAmt |
| Program Services | $110,088 | ProgramServicesAmt |
| Management And General | $21,761 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,559 | TotalAmt |
| Program Services | $109,194 | ProgramServicesAmt |
| Management And General | $38,365 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,458 | TotalAmt |
| Program Services | $169,059 | ProgramServicesAmt |
| Management And General | $59,399 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,043 | TotalAmt |
| Program Services | $50,545 | ProgramServicesAmt |
| Management And General | $57,498 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,039 | TotalAmt |
| Program Services | $6,689 | ProgramServicesAmt |
| Management And General | $2,350 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,250 | TotalAmt |
| Program Services | $146,940 | ProgramServicesAmt |
| Management And General | $48,310 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,532 | TotalAmt |
| Program Services | $40,796 | ProgramServicesAmt |
| Management And General | $23,736 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Income Tax Exp | $49,010 | $48,900 | $110 |
| Contingency Loss for QIO Audit | $44,069 | $44,069 | |
| Close out for XL Health Contract | $22,567 | $22,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,463 | TotalAmt |
| Program Services | $10,463 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,669,706 | TotalAmt |
| Program Services | $2,578,565 | ProgramServicesAmt |
| Management And General | $1,091,141 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $125 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,799,380 | BOYAmt |
| EOY | $383,315 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,984,942 | BOYAmt |
| EOY | $46,661 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,862 | BOYAmt |
| EOY | $120,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,465,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,071,936 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,959 | BOYAmt |
| EOY | $393,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,202,899 | BOYAmt |
| EOY | $20,709,917 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,195,658 | BOYAmt |
| EOY | $8,984,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,960,950 | BOYAmt |
| EOY | $30,638,471 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,240 | BOYAmt |
| EOY | $3,509,106 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,240 | BOYAmt |
| EOY | $3,509,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,277,710 | BOYAmt |
| EOY | $27,129,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,277,710 | BOYAmt |
| EOY | $27,129,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,960,950 | BOYAmt |
| EOY | $30,638,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$416,649 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$924,419 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $192,723 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $347,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,616 | CurrentTaxYearMinus3YearsAmt |
| Total | $378,158 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,693,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,426,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,686,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,033,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $13,840,225 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $49,600 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,068,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,700,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,033,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $14,267,983 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,267,983 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $652,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $415,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,422,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $809,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700,433 | CurrentTaxYearAmt |
| Total | $5,000,870 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $652,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $415,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,422,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $809,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700,433 | CurrentTaxYearAmt |
| Total | $5,000,870 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,359,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,651,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,292,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $5,662,193 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,204 | CurrentTaxYearAmt |
| Total | $591,534 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,080,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,237,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,873,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,453,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877,637 | CurrentTaxYearAmt |
| Total | $25,522,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.5590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.6412 | PublicSupportPY509Pct |
| Investment Income CY | 0.1959 | InvestmentIncomeCYPct |
| Investment Income PY | 0.1532 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 97830.0, COLUMN D - 316500.0, COLUMN E - 177204.0, COLUMN F - 591534.0; | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,632 | DepreciationAmt |
| Book Value | $91,431 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $554,569 | DepreciationAmt |
| Book Value | $257,045 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,518,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,473,735 | DepreciationAmt |
| Book Value | $44,734 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $393,210 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | |
| INTERCOMPANY RECEIVABLE | $8,813,446 |
| INVESTMENT IN Q MARK | |
| FEES RECEIVABLE | $170,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,984,413 | TotalBookValueOtherAssetsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | HCEI has adopted guidance issued by the FASB with respect to accounting for uncertainty in income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit will be recorded. HCEI does not expect the total amount of unrecorded tax benefits to significantly change in the next 12 months. HCEI recognizes interest and/or penalties related to income tax matters in income tax expense. HCEI did not have any amounts accrued for interest and penalties at December 31, 2015 and 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF INDIANAPOLIS INC | |||||||||||
| 3530 S KEYSTONE AVENUE | SUITE 200 | INDIANAPOLIS | IN | 46227 | 350888754 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT |
| COMMUNITY HEALTH NETWORK FOUNDATION | |||||||||||
| 7240 SHADELAND STATION | SUITE 125 | INDIANAPOLIS | IN | 46256 | 510181688 | 509 (a) (3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT |
| DIABETES YOUTH FOUNDATION OF INDIANA INC | |||||||||||
| 817 SOUTH TIBBS AVENUE | INDIANAPOLIS | IN | 46241 | 351783933 | 501 (C) (3) | $20,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| GIRLS INC OF GREATER INDIANAPOLIS | |||||||||||
| 3935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | 351337205 | 501 (C) (3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| JAMES WHITCOMB RILEY MEMORIAL FOUNDATION | |||||||||||
| 30 S MERIDIAN STREET | SUITE 200 | INDIANAPOLIS | IN | 46206 | 350868147 | 501 (C) (3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT |
| ROCK STEADY BOXING FOUNDATION INC | |||||||||||
| 6847 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | 205113083 | 501 (C) (3) | $50,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE ONLY TO PUBLIC CHARITIES RECOGNIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOY CASTERTON | ||||||||||||||
| PRESIDENT & CEO | $310,884 | $0 | $50,000 | $0 | $731 | $0 | $10,600 | $0 | $14,199 | $0 | $386,414 | $0 | $0 | $0 |
| NANCY M DUNCAN | ||||||||||||||
| SR. DIRECTOR , HUMAN RESOURCES | $119,891 | $0 | $22,500 | $0 | $439 | $0 | $5,898 | $0 | $18,344 | $0 | $167,072 | $0 | $0 | $0 |
| SUE KAUTH | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $127,864 | $0 | $25,500 | $0 | $337 | $0 | $4,335 | $0 | $10,457 | $0 | $168,493 | $0 | $0 | $0 |
| Douglas M Dunham | ||||||||||||||
| VP of Sales and Marketing | $0 | $194,353 | $0 | $40,100 | $0 | $274 | $0 | $3,622 | $0 | $18,306 | $0 | $256,655 | $0 | $0 |
| Timothy Burrell | ||||||||||||||
| Medical Director | $134,817 | $134,818 | $6,100 | $6,100 | $143 | $142 | $838 | $837 | $8,468 | $8,467 | $150,366 | $150,364 | $0 | $0 |
| Paul Dausman | ||||||||||||||
| Cheif Information Officer | $0 | $163,278 | $0 | $22,500 | $0 | $131 | $0 | $4,711 | $0 | $9,722 | $0 | $200,342 | $0 | $0 |
| Rebecca Royer | ||||||||||||||
| Clinical Director | $65,738 | $65,737 | $9,550 | $9,550 | $116 | $116 | $3,111 | $3,110 | $5,813 | $5,812 | $84,328 | $84,325 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 Significant changes in program services | The Indiana Quality Improvement Organization contract expired in 2014 and the organization did not request renewal. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | PRIOR TO FILING THE 990 WITH THE IRS, IT IS REVIEWED BY MANAGEMENT AND THEN IS PRESENTED BY MANAGEMENT AND/OR THE EXTERNAL TAX PREPARATION FIRM TO THE BOARD'S FINANCE AND AUDIT COMMITTEE AND ANY REVISIONS ARE MADE THAT ARE NECESSARY. THE AUDIT AND FINANCE COMMITTEE WILL APPROVE THE FORM FOR FILING. THE BOARD IS PROVIDE A COPY OF THE FORM 990 PRIOR TO FILING AND SIGN OFF ON THE FORM. ACCEPTANCE IS RECORDED IN THE MEETING MINUTES. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL EMPLOYEES, OFFICERS, AND DIRECTORS MUST REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. EDUCATION OR REVIEW OF THE POLICY INCLUDES INSTRUCTIONS THAT SHOULD AN INDIVIDUAL'S SITUATION CHANGE THROUGHOUT THE YEAR, HE OR SHE IS REQUIRED TO PROVIDE NOTIFICATION OF THE CHANGE SO AN EVALUATION CAN BE CONDUCTED TO DETERMINE IF A CONFLICT EXISTS. THE DETECTION AND PREVENTION OF A POTENTIAL OR ACTUAL COI IS ULTIMATELY THE RESPONSIBILITY OF EACH INDIVIDUAL. SUPERVISORY STAFF MUST ENSURE THERE ARE ADEQUATE SAFEGUARDS IN PLACE AND APPROPRIATE MONITORING CONDUCTED TO REDUCE OR ELIMINATE THE RISK OF AN ADVERSE EVENT RELATED TO A COI. DISCLOSURE SHALL INCLUDE EACH TYPE OF POTENTIAL CONFLICT, AS WELL AS THE NATURE OF THE ACTIVITY OR RELATIONSHIP. A FULL DISCLOSURE SHOULD BE PROVIDED OF ALL PARTIES INVOLVED, ANY POTENTIAL FOR FINANCIAL GAIN OR REWARDS, AND ANY OTHER PERTINENT INFORMATION. INDIVIDUALS WHO DO NOT DISCLOSE COI COULD BE SUBJECT TO CIVIL PENALTIES AND/OR IMMEDIATE TERMINATION OF SERVICES OR EMPLOYMENT, AMONG OTHER CONSEQUENCES. IN ANY CASE WHERE A BOARD MEMBER HAS A CONFLICT THEY WOULD REFRAIN FROM THE CONVERSATION AND VOTE ON THE MATTER. IN ADDITION, IF AN EMPLOYEE HAS A CONFLICT, THEY WOULD NOT PARTICIPATE IN THE AREA. WHETHER IT IS PERFORMING WORK OR DELIBERATING IN THE CONFLICTED TRANSACTION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | A COMPENSATION PACKET IS PREPARED FOR EACH OFFICER AND HIGHLY COMPENSATED INDIVIDUAL (SALARY greater than $150,000) FOR EACH PERIOD UNDER REVIEW. THE CEO DELIVERS THE COMPENSATION PACKET TO THE BOARD'S EXECUTIVE COMMITTEE (COMMITTEE), WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE; MAKES A PRESENTATION; AND RESPONDS TO COMMITTEE QUESTIONS. WHEN IT IS THE CEO'S COMPENSATION UNDER REVIEW, THE COMPENSATION PACKAGE IS DELIVERED TO THE COMMITTEE WITH NO RECOMMENDATION. THE COMMITTEE THEN VOTES AND RENDERS A DECISION ON THE COMPENSATION PACKAGE UNDER REVIEW AND NOTIFIES HUMAN RESOURCES IN WRITING TO TAKE THE COMMITTEE-APPROVED ACTION. DOCUMENTS INCLUDED IN THE COMPENSATION PACKET 1 THE MANAGER OF THE PERSON UNDER REVIEW PREPARES A PERFORMANCE REVIEW FOR THE PERIOD BEING CONSIDERED. 2 THE INDIVIDUAL PREPARED PERFORMANCE GOALS FOR THE UPCOMING PERIOD AND REPORTS ON THE PROGRESS MADE TOWARDS THE GOALS FOR THE PERIOD UNDER CONSIDERATION, VALIDATED BY THE INDIVIDUAL'S MANAGER. PERIODICALLY, AN OUTSIDE FIRM IS HIRED TO DO A SALARY SURVEY FOR HIGHLY COMPENSATED INDIVIDUALS AND MAKE SALARY RECOMMENDATIONS THAT ARE PRESENTED TO THE BOARD. IN 2014 THERE WAS A REVIEW OF COMPENSATION AND RECOMMENDATION BASED ON JOB, SKILLS REQUIRED FOR POSITION, INDUSTRY AND GEOGRAPHIC LOCATION. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See response for Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, Line 11g Other Fees | Health care related consulting - Total Expense: 403225, Program Service Expense: 403225, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Dissolution of Q Mark moved to HCE - 192710; Rounding - 13; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Q MARK INCORPORATED | |||||||||||||
| 2601 METROPOLIS PARKWAY SUITE 200 | PLAINFIELD | IN | 46168 | 841425549 | SOFTWARE DEV & SERV-SCH R, PART VII | CO | HCEI INC | C Corporation | $0 | $0 | 1 | Yes (true) | |
| HEALTH CARE EXCEL INC | |||||||||||||
| 2601 METROPOLIS PKWY | PLAINFIELD | IN | 46168 | 471351514 | SOFTWARE DEV & SERV HEALTH CARE PROVIDERS | DE | HCEI INC | C Corporation | 1 | Yes (true) | SUITE 200 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HEALTH CARE EXCEL INC | ||
| B | $1,800,000 | BOOK VALUE |
| HEALTH CARE EXCEL INC- REIMBURSEMENT FROM | ||
| O | $2,483,821 | BOOK VALUE |
| HEALTH CARE EXCEL INC - REIMBURSEMENT TO | ||
| O | $2,504,409 | BOOK VALUE |
| HEALTH CARE EXCEL INC | ||
| Q | $419,008 | BOOK VALUE |
| HEALTH CARE EXCEL INC | ||
| R | $3,663,036 | BOOK VALUE |
| HEALTH CARE EXCEL INC | ||
| S | $383,165 | BOOK VALUE |
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