Learning Well Inc: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
Learning Well Inc (EIN 36-4509221)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-01-14
IRS object ID
201640149349300719
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-01-14T08:41:42-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 N MERIDIAN STREET SUITE 200AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364509221EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEARNING WELL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEARBusinessNameControlTxt
Phone3174721473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 E VERMONT NO 400AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONNA A STEPHENSPersonNm
Person TitleCEOPersonTitleTxt
Phone3174721473PhoneNum
Signature2016-01-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA N CRAWFORDPreparerPersonNm
PTINP00573197PTIN
Phone3176334705PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDONNA A STEPHENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 E VERMONT NO 400AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,174,127GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEARNINGWELLINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSEE 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
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,689,702PYContributionsGrantsAmt
CY Contributions Grants$654,555CYContributionsGrantsAmt
PY Program Service Revenue$474,412PYProgramServiceRevenueAmt
CY Program Service Revenue$505,024CYProgramServiceRevenueAmt
PY Investment Income-$5,607PYInvestmentIncomeAmt
CY Investment Income-$1,684CYInvestmentIncomeAmt
PY Other Revenue$228,249PYOtherRevenueAmt
CY Other Revenue$12,220CYOtherRevenueAmt
PY Total Revenue$2,386,756PYTotalRevenueAmt
CY Total Revenue$1,170,115CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$283,840PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$223,159CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,994,666PYOtherExpensesAmt
CY Other Expenses$1,003,781CYOtherExpensesAmt
PY Total Expenses$2,278,506PYTotalExpensesAmt
CY Total Expenses$1,226,940CYTotalExpensesAmt
PY Revenues Less Expenses$108,250PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$56,825CYRevenuesLessExpensesAmt
Total Assets BOY$1,220,871TotalAssetsBOYAmt
Total Assets EOY$1,211,562TotalAssetsEOYAmt
Total Liabilities BOY$1,915,997TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,963,513TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$695,126NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$751,951NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$932,710ExpenseAmt
Grant$0GrantAmt
Revenue$516,862RevenueAmt
DescLEARNING WELL, INC. PROVIDES PRIMARY AND PREVENTIVE HEALTH CARE SERVICES IN 88 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: 12,715NUMBER OF OFFICE VISITS: 149,686NUMBER OF SERVICES PROVIDED: 218,145 SIGNIFICANT OUTCOME: 91.2 PERCENT OF STUDENTS RETURNED TO CLASSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 41,824 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 85,722 3) BMI (BODY MASS INDEX) SCREENINGS: 2,104 (21.5 PERCENT ABNORMAL) 4) IMMUNIZATIONS: 203 5) MENTAL HEALTH COUNSELING: 6,380 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,040 7) NUTRITIONAL COUNSELING: 8,595 8) COLD PACKS, TEMPERATURE: 19,631 9) WOUND CLEANING/BANDAGES: 3,71110) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 641Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescBOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$932,710TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONNA A STEPHENS CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3174721473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 E VERMONT ST SUITE 400AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIMMY BROWN
CHAIR2.00Yes (X)Yes (X)$0$0$0
FRANKLIN D GILES
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
LEONARDO ORTEGA MD
SECRETARY/TREASURER2.00Yes (X)Yes (X)$0$0$0
CHUCK BRANDENBURG
MEMBER2.00Yes (X)$0$0$0
VIRGINIA CAINE
MEMBER2.00Yes (X)$0$0$0
LEWIS FEREBEE
MEMBER2.00Yes (X)$0$0$0
LISA HARRIS
MEMBER2.00Yes (X)$0$0$0
KENNETH HULL
MEMBER2.00Yes (X)$0$0$0
THOMAS J LITTLE JR
MEMBER2.00Yes (X)$0$0$0
GREG PORTER
MEMBER2.00Yes (X)$0$0$0
CYNTHIA ROBBINS
MEMBER2.00Yes (X)$0$0$0
BETTY WILSON
MEMBER2.00Yes (X)$0$0$0
DONNA A STEPHENS
CEO40.00Yes (X)$148,318$0$7,695
FieldValueIRS element (for citing)
Total Reportable Comp From Org$148,318TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,695TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MAXIM HEALTHCARE SERVICES
12558 COLLECTIONS CENTER DRIVECHICAGOIL60693HEALTHCARE PROVIDER$351,769
SHALOM HEALTH CARE CENTER INC
3400 LAFAYETTE RD STE 200INDIANAPOLISIN46222HEALTHCARE PROVIDER$253,782
ALLIED HEALTHCARE STAFFING
FILE 54318LOS ANGELESCA90074HEALTHCARE PROVIDER$185,357
NURSEFINDERS
8925 N MERIDIAN ST 110INDIANAPOLISIN46260HEALTHCARE PROVIDER$176,286
MARION COUNTY PUBLIC HEALTH DEPARTMENT
3838 N RURAL STREETINDIANAPOLISIN46205HEALTHCARE PROVIDER$105,976
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$427,755GovernmentGrantsAmt
All Other Contributions$226,800AllOtherContributionsAmt
Total Contributions$654,555TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SCHOOL DISTRICT REVENU624100$272,352$272,352
MEDICAID PAYMENTS624100$232,672$232,672
FieldValueIRS element (for citing)
Total Program Service Revenue$505,024TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,328TotalRevenueColumnAmt
Exclusion$2,328ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$4,012OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$4,012OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,012TotalRevenueColumnAmt
Exclusion-$4,012ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescBACKCASTING INCOMEDesc
Business624100BusinessCd
Total Revenue Column$11,838TotalRevenueColumnAmt
Related Or Exempt Func Income$11,838RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$382TotalRevenueColumnAmt
Exclusion$382ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,220OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,170,115TotalRevenueColumnAmt
Related Or Exempt Func Income$516,862RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,302ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$151,013TotalAmt
Management And General$151,013ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,108TotalAmt
Management And General$33,108ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,910TotalAmt
Management And General$25,910ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,128TotalAmt
Management And General$13,128ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,952TotalAmt
Program Services$3,952ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,440TotalAmt
Program Services$11,440ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$919,680TotalAmt
Program Services$917,318ProgramServicesAmt
Management And General$2,362ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,939TotalAmt
Management And General$6,939ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$914TotalAmt
Management And General$914ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$45,607TotalAmt
Management And General$45,607ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,277TotalAmt
Management And General$5,277ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,269TotalAmt
Management And General$7,269ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PARKING$1,613$1,613
DUES & SUBSCRIPTIONS$542$542

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$548TotalAmt
Management And General$548ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,226,940TotalAmt
Program Services$932,710ProgramServicesAmt
Management And General$294,230ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$989,829BOYAmt
EOY$1,122,518EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$75,600EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,158BOYAmt
EOY$5,359EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,858LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,469LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,679BOYAmt
EOY$4,389EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$212,205BOYAmt
EOY$3,696EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,220,871BOYAmt
EOY$1,211,562EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,024,576BOYAmt
EOY$1,026,485EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$891,421BOYAmt
EOY$937,028EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,915,997BOYAmt
EOY$1,963,513EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$695,126BOYAmt
EOY-$751,951EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$695,126BOYAmt
EOY-$751,951EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,220,871BOYAmt
EOY$1,211,562EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$56,825ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,304,612CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,786,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,294,727CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,689,702CurrentTaxYearMinus1YearAmt
Current Tax Year$654,555CurrentTaxYearAmt
Total$10,730,483TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,304,612CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,786,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,294,727CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,689,702CurrentTaxYearMinus1YearAmt
Current Tax Year$654,555CurrentTaxYearAmt
Total$10,730,483TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,155,815SubstantialContributorsTotAmt
Public Support Total170$4,574,668PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,968CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,209CurrentTaxYearMinus1YearAmt
Current Tax Year$2,328CurrentTaxYearAmt
Total$15,297TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$228,249CurrentTaxYearMinus1YearAmt
Current Tax Year$12,220CurrentTaxYearAmt
Total$243,319TotalAmt
FieldValueIRS element (for citing)
Total Support$10,989,099TotalSupportAmt
Gross Receipts Rltd Activities$1,611,875GrossReceiptsRltdActivitiesAmt
Public Support CY1700.41630PublicSupportCY170Pct
Public Support PY1700.36570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,858OtherCostOrOtherBasisAmt
Depreciation$26,469DepreciationAmt
Book Value$4,389BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,389TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LINE OF CREDIT$800,000
ACCRUED INTEREST PAYABLE$137,028
FieldValueIRS element (for citing)
Total Liability$937,028TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,181,327TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$7,200DonatedServicesAndUseFcltsAmt
Revenue Not Reported$7,200RevenueNotReportedAmt
Revenue Subtotal$1,174,127RevenueSubtotalAmt
Other Revenues Not Included-$4,012OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$4,012RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,170,115TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,238,152TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$7,200DonatedServicesUseFcltsAmt
Other Expenses Included$4,012OtherExpensesIncludedAmt
Expenses Not Reported$11,212ExpensesNotReportedAmt
Expenses Subtotal$1,226,940ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,226,940TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY LEARNING WELL AND RECOGNIZE A TAX LIABILITY IF LEARNING WELL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY LEARNING WELL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. LEARNING WELL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF ASSETS -4,012.
PART XII, LINE 2D - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF ASSETS 4,012.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDONNA A STEPHENSPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$148,318BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$7,200DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$495NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$156,013TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonBETTY WILSONPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$800,000TransactionAmt
TransactionSEE BELOWTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH 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, 2015. THE HEALTH FOUNDATION EXTENDED A LINE OF CREDIT IN THE AMOUNT OF $1,050,000 OF WHICH $800,000 WAS OUTSTANDING AS OF FISCAL YEAR ENDED JUNE 30, 2015.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 11THE 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 12CA 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 15A 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 19THE ORGANIZATION DOES MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GPURCHASED SERVICES: PROGRAM SERVICE EXPENSES 33,738. MANAGEMENT AND GENERAL EXPENSES 2,362. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,100. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 25,006. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,006. PROVIDER SCHOOL SERVICES: PROGRAM SERVICE EXPENSES 858,574. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 858,574.
FORM 990, PART XI, LINE 2C, AUDIT OVERSIGHTTHE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR.

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