2015-02-13T13:51:20-06:00 2014-06-30 351178661 BLUE & CO LLC ONE AMERICAN SQUARE 2200 INDIANAPOLIS IN 46282 990 2013-07-01 364509221 LEARNING WELL INC LEAR 3174721473 429 E VERMONT NO 400 INDIANAPOLIS IN 46202 DONNA A STEPHENS CEO 3174721473 2015-02-13 1 AMBER KOCHER CPA P01286298 3176334705 2013 2016-03-07 17:11:31Z DONNA A STEPHENS 429 E VERMONT NO 400 INDIANAPOLIS IN 46202 2394572 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. 13 13 3 0 0 0 2294727 1689702 632439 474412 2853 -5607 0 228249 2930019 2386756 0 0 0 0 305296 283840 0 0 0 2185576 1994666 2490872 2278506 439147 108250 1068867 1220871 1872243 1915997 -803376 -695126 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. 0 0 1909202 702204 LEARNING 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: 16,582NUMBER OF OFFICE VISITS: 210,539NUMBER OF SERVICES PROVIDED: 226,454 SIGNIFICANT OUTCOME: 90.6 PERCENT OF STUDENTS RETURNED TO CLASS MOST FREQUENT DIAGNOSIS/TREATMENT/SCREENING: 1) HEALTH EDUCATION COUNSELING: 42,613 (INCLUDING ASTHMA MANAGEMENT) 2) MEDICATION ADMINISTRATION: 111,351 3) BMI (BODY MASS INDEX) SCREENINGS: 2,672 (23.1 PERCENT ABNORMAL) 4) IMMUNIZATIONS: 268 5) MENTAL HEALTH COUNSELING: 2,096 6) EPSDT (EARLY AND PERIODIC SCREENING, DIAGNOSIS, TREATMENT): 1,877 7) NUTRITIONAL COUNSELING: 10,434 8) COLD PACKS, TEMPERATURE: 32,111 9) WOUND CLEANING/BANDAGES: 6,56610) REFERRALS (PHYSICIAN, DENTISTS, ETC.): 921 BOTH SHORT-TERM AND LONG-TERM GOALS FOR THE SCHOOL-BASED CLINIC PROGRAM ARE TO OBTAIN THE MISSION OF LEARNING WELL, INC. 1909202 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 3174721473 429 E VERMONT ST SUITE 400 INDIANAPOLIS IN 46202 JIMMY BROWN CHAIR 2.00 X 0 0 0 FRANKLIN D GILES VICE CHAIR 2.00 X 0 0 0 LEONARDO ORTEGA MD SECRETARY/TREASURER 2.00 X 0 0 0 CHUCK BRANDENBURG MEMBER 2.00 X 0 0 0 VIRGINIA CAINE MEMBER 2.00 X 0 0 0 LEWIS FEREBEE MEMBER 2.00 X 0 0 0 KENNETH BOND MEMBER 2.00 X 0 0 0 LISA HARRIS MEMBER 2.00 X 0 0 0 ANNETTE LENZ MEMBER 2.00 X 0 0 0 THOMAS J LITTLE JR 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 DONNA A STEPHENS CEO 40.00 X 142068 0 7370 142068 0 7370 1 0 0 0 MAXIM HEALTHCARE SERVICES 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 HEALTHCARE PROVIDER 375325 SHALOM HEALTH CARE CENTER INC 3400 LAFAYETTE RD STE 200 INDIANAPOLIS IN 46222 HEALTHCARE PROVIDER 357245 HEALTHCARE STAFFING FILE 54318 LOS ANGELES CA 90074 HEALTHCARE PROVIDER 289048 NURSEFINDERS 8925 N MERIDIAN ST 110 INDIANAPOLIS IN 46260 HEALTHCARE PROVIDER 214808 ESKENAZI HEALTH SERVICES 1001 W 10TH STREET INDIANAPOLIS IN 46202 HEALTHCARE PROVIDER 198403 5 427755 1261947 1689702 SCHOOL DISTRICT REVENU 624100 270000 270000 MEDICAID PAYMENTS 624100 204412 204412 474412 2209 2209 7816 -7816 -7816 -7816 BACKCASTING INCOME 624100 222160 222160 ADDITIONAL SERVICE DAY 624100 5632 5632 457 457 228249 2386756 702204 0 -5150 X 142068 142068 90731 90731 35146 35146 15895 15895 1094 1094 12823 12823 1895447 1895285 162 20864 20864 1755 1755 414 414 43387 43387 9039 9039 6365 6365 PARKING 2328 2328 DUES & SUBSCRIPTIONS 1000 1000 150 150 2278506 1909202 369304 0 833076 989829 4776 5158 48642 34963 28134 13679 202881 212205 1068867 1220871 1024209 1024576 848034 891421 1872243 1915997 X -803376 -695126 -803376 -695126 1068867 1220871 108250 0 X X 0 1 X 1 0 X 3121886 3304612 2786887 2294727 1689702 13197814 3121886 3304612 2786887 2294727 1689702 13197814 8277599 4920215 4733 3968 3939 2853 2209 17702 6050 2850 228249 237149 13452665 1106851 0.36570 0.35120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48642 34963 13679 13679 MEDICAID RECEIVABLE 212205 212205 LINE OF CREDIT 800000 ACCRUED INTEREST PAYABLE 91421 891421 X 2401772 7200 7200 2394572 -7816 -7816 2386756 2293522 7200 7816 15016 2278506 0 2278506 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, 2014 AND 2013, 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 -7,816. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 7,816. 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, 2014. 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, 2014. 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 11 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 PROVIDER SCHOOL SERVICES: PROGRAM SERVICE EXPENSES 1,828,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,828,692. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 39,453. MANAGEMENT AND GENERAL EXPENSES 162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,615. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 27,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,140. FORM 990, PART XI, LINE 2C, AUDIT OVERSIGHT THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR.