2014-11-14T15:29:22-06:00 2013-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2013-01-01 237125454 PULASKI HEALTH FOUNDATION INC % SHARON K MCKINLEY PULA 5749463394 624 EAST 13TH STREET Suite WINAMAC IN 46996 SCOTT FRITZ PRESIDENT/CHAIRMAN 5749463394 2014-11-17 true NICOLE B FISHBACK P01279475 5749463394 2013 2015-11-30 17:44:51Z PULASKI HEALTH CARE CENTER SHARON MCKINLEY 624 EAST 13TH STREET WINAMAC IN 46996 369530 false X WWW.PULASKIHEALTHCARECENTER.COM X 1959 IN PULASKI HEALTH CARE CENTER IS DEDICATED TO ENHANCING THE LIVES OF OLDER ADULTS THROUGH QUALITY HEALTH CARE. 7 6 178 35 0 0 9188 2468 4292699 244185 12664 87457 30975 0 4345526 334110 0 0 0 0 2677561 0 0 0 0 1709672 409686 4387233 409686 -41707 -75576 3149455 8907710 1107771 6877297 2041684 2030413 X TO IMPROVE OUR COMMUNITY THROUGH HEALTH AND WELLNESS false true 365549 0 220150 PULASKI HEALTH FOUNDATION, INC., A NOT-FOR-PROFIT ORGAINIZATION, WAS ESTABLISHED IN 1959 TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES, BOTH DIRECTLY TO AND BY THE APPLICATION OF FUNDS AND ASSETS TO A HEALTH CARE ORGANIZATION IN PULASKI COUNTY. ITS FIRST PROJECT WAS TO FACILITATE DONATIONS AND BUILD PULASKI MEMORIAL HOSPITAL. PULASKI HEALTH FOUNDATION CONTINUED TO CARE FOR AND IMPROVE LIFE AND HEALTH FOR THOSE WHO CAN NO LONGER DO SO FOR THEMSELVES BY FACILITATING FUNDS, BUILDING AND MANAGING PULASKI HEALTH CARE CENTER, A 58 BED SKILLED NURSING FACILITY, WHICH PROVIDES MEDICARE SHORT STAY RESTORATIVE SERVICES AND LONG-TERM CONTINUED CARE. PULASKI HEALTH CARE CENTER'S COMPREHENSIVE CARE PROGRAMS, DESIGNED TO MEET THE DAILY LIVING NEEDS OF EACH RESIDENT, INCLUDE: 24-HOUR NURSING SERVICES, ASSISTANCE WITH MEDICATION, PERSONAL HYGIENE, AND AMBULATION. THE THERAPY PROGRAM PROVIDES PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. THE MEAL SERVICE PROVIDES DINING IN A RESTAURANT STYLE ATMOSPHERE AND INCLUDES THERAPUTIC AND MECHANICALLY ALTERED DIETS. OTHER SERVICES OFFERED TO RESIDENTS ARE ACTIVITIES WITH MANY RECREATIONAL OPPORTUNITIES, SOCIAL SERVICES, LAUNDRY, AND HOUSEKEEPING. PULASKI HEALTH CARE CENTER PROVIDES A HOME LIKE ENVIRONMENT, A FRIENDLY ATMOSPHERE THAT FACILITATES SELF-WORTH AND DIGNITY IN THE PEOPLE THAT RESIDE HERE. 0 PULASKI HEALTH FOUNDATION'S GOAL TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS IS ACCOMPLISHED THROUGH THE ESTABLISHMENT OF RIVERWOOD COMMONS, A 24 UNIT APARTMENT BUILDING THAT PROVIDES SECURE INDEPENDENT HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS OR DISABLED PERSONS. RIVERWOOD COMMONS WAS ESTABLISHED THROUGH THE USE OF TAX CREDITS AND REMAINS UNDER THE SPECIFIED PROGRAMS OF THE Indiana Housing and Community Development Authority AND FEDERAL HOME LOAN BANK OF INDIANAPOLIS. PULASKI HEALTH FOUNDATION, AS OWNER, PROVIDES ACTIVITY PROGRAMS TO THE RESIDENTS THAT LIVE AT RIVERWOOD COMMONS, CAPITAL FUNDS FOR IMPROVEMENTS TO THE PROPERTY, AND REPLACEMENT OF FURNISHINGS. PULASKI HEALTH FOUNDATION ALSO PROVIDES DIRECT OVERSIGHT OF THE MANAGEMENT COMPANY, PROFESSIONAL PROPERTY MANAGEMENT. PROFESSIONAL PROPERTY MANAGEMENT PERFORMS THE DAILY MANAGEMENT OF THE PROPERTY, PROVIDES INFORMATION FOR AUDITS AND INSPECTIONS, AND ASSISTS TENANTS WITH THEIR FINANCIAL REGULATORY REQUIREMENTS ACCORDING TO THE Indiana Housing and Community Development Authority TAX CREDIT PROGRAMS. 0 PULASKI HEALTH FOUNDATION'S GOAL TO RECEIVE AND MAINTAIN A FUND (OR FUNDS) OF REAL OR PERSONAL PROPERTY, OR BOTH, (WHICH ARE SUBJECT TO THE RESTRICTIONS AND LIMITATIONS THEREINAFTER SET FORTH TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME FOR THE CONSTRUCTION, FURNISHING, EQUIPPING, IMPROVEMENT, REPAIR, OPERATION AND MAINTENANCE OF THE FACILITES AND SERVICES OF HEALTH CARE ORGANIZATIONS OF PULASKI COUNTY) WAS MET BY THE PURCHASE OF PARKVIEW HAVEN, A CONTINUING CARE RETIREMENT COMMUNITY (CRCC) LOCATED IN FRANCESVILLE, INDIANA IN PULASKI COUNTY ON SEPTEMBER 1, 2013. PARKVIEW HAVEN WAS A NOT-FOR-PROFIT CHURCH BASED CCRC THAT SHARED MANY OF THE SAME GOALS AND MISSIONS OF PULASKI HEALTH FOUNDATION. THIS ACQUISITION WOULD FURTHER ADVANCE PULASKI HEALTH FOUNDATION'S MISSION TO CARE FOR AND IMPROVE LIFE AND HEALTH FOR THOSE WHO CAN NO LONGER DO SO FOR THEMSELVES, TO PROVIDE A HOME LIKE ENVIRONMENT WITH A FRIENDLY PLACE THAT ACTIVATES SELF-WORTH AND DIGNITY FOR THE SENIOR POPULATION AND TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS. 365549 true false false true false false false false false true true false false true true false true false false false false false false false false false false false false false false false false false false false false true false false false false false true true false true false true X 8 0 true 178 true false false false false false false false false false false X 7 6 false false false false false false false true true false false true true true true true true true false false IN X SHARON K MCKINLEY 5749463394 624 EAST 13TH STREET WINAMAC IN 46996 X SCOTT FRITZ CHARIMAN 2.0 X 0 0 LAURA BAILEY VICE CHAIRMAN 2.0 X LINDA MURPHY SECRETARY 1.0 X LIN MORRISON TREASURER 1.0 X JOHN GOBLE BOARD MEMBER 1.0 X JIM PIERROU BOARD MEMBER 1.0 X RITA MURRAY BOARD MEMBER 1.0 X SHARON MCKINLEY ADMINISTRATOR 45.0 X 65480 6397 ROBERT SWAIN EXECUTIVE DIRECTOR 40.0 X 75156 140636 0 6397 0 false false false BARNES AND THORNBURG 100 N MICHIGAN 600 1ST SOURCE BANK SOUTH BEND IN 466011632 LEGAL SERVICES 275449 1 2468 2468 ENTRANCE FEE AMORTIZATION 623000 14721 14721 MAINTENANCE FEE INCOME 623000 16697 16697 MANAGEMENT FEES & RENT 623000 188732 188732 OTHER OPERATING REVENUE 900099 24035 24035 244185 9427 9427 0 0 0 0 0 113450 35420 78030 78030 78030 0 0 0 0 334110 244185 87457 0 0 0 0 0 0 0 0 0 0 3750 3750 87554 43777 43777 360 360 0 0 0 6999 6999 0 0 0 0 0 0 0 0 74940 74940 0 212000 212000 10379 10379 OTHER 13704 13704 409686 365549 44137 0 0 0 508198 916812 0 0 111101 648275 0 0 0 0 481546 541200 17997 19307 72465 213535 8360401 2411576 1458520 5948825 0 0 132765 0 0 0 0 0 366863 619756 3149455 8907710 234100 318525 0 0 0 0 0 0 0 0 0 0 873671 4727378 0 0 0 1831394 1107771 6877297 X 1941222 1929951 100462 100462 0 0 2041684 2030413 3149455 8907710 X -75576 64305 X false true X true false X 9501 3499 3974 9188 2468 28630 3674150 4075139 4359475 4292699 244185 16645648 29540 17738 47278 0 0 3713191 4096376 4363449 4301887 246653 16721556 0 0 0 0 0 140640 0 100036 195186 435862 0 140640 0 100036 195186 435862 16285694 25748 16090 13933 12807 9427 78005 0 25748 16090 13933 12807 9427 78005 38 38 4854 14789 22117 30975 24035 96770 3743831 4127255 4399499 4345669 280115 16896369 0.96386 0.97990 0.00462 0.00610 X false false false false false false false false true 339 339 false PART II-B, LINE 1(I) THE ORGANIZATION PAYS ANNUAL DUES TO LEADINGAGE INDIANA F/K/A THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA) AND THE INDIANA ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (IAHSA). THE FOLLOWING PERCENTAGES OF THE ORGANIZATION'S DUES ARE EARMARKED FOR LOBBYING PURPOSES: NATIONAL DUES ALLOCATED FOR LOBBYING EXPENDITURES = 3.3%, STATE DUES ALLOCATED FOR LOBBYING EXPENDITURES = 11.2%. false 4705 957 185 67 5410 4274 431 4705 4304 -30 4274 3562 250 549 57 4304 2500 500 584 22 3562 1.00000 true false 352420 352420 6177471 1510018 4667453 565705 86190 479515 1264805 815368 449437 5948825 INVESTMENTS IN SUBSIDIARY 101007 BENEFICIAL INTEREST IN PCCF 5408 RECEIVABLE FROM RELATED PARTY 513341 619756 0 REFUNDABLE ENTRANCE FEES 1803357 DEFERRED ENTRANCE FEES 28037 1831394 256080 256080 78030 78030 334110 409686 409686 409686 PART V, LINE 4 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED SPECIFICALLY TO SUPPORT THE ACTIVITY DEPARTMENT AND RECREATIONAL ACTIVITIES OF THE RESIDENTS OF PULASKI HEALTH CARE CENTER. PART XI, LINE 4B OTHER ADJUSTMENTS GAIN FROM DISPOSAL OF FIXED ASSETS = 78,030 SCHEDULE D, PART X ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. FIRST NATIONAL BANK OF MONTEREY BD MEMBER SP OFFICER BANK 12541 note payable - interest exp false FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990 THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. THEN, A COPY OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12B & 12C CONFLICT OF INTEREST POLICY ANNUAL DISCLOSURE IS PROVIDED TO EACH OFFICER AND BOARD MEMBER (THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES OR HIGHEST COMPENSATED EMPLOYEES). EACH BOARD MEMBER AND OFFICER COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ONCE THE QUESTIONNAIRES ARE COMPLETED, THE ADMINISTRATOR REVIEWS THE RESPONSES AND DETERMINES WHETHER OR NOT THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE ADMINISTRATOR AND THE BOARD PRESIDENT REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT PERSON IS EXCLUDED FROM ANY DISCUSSIONS CONCERNING THE CONFLICTING ISSUE. ANY PURCHASES AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING PURCHASES. THE BOARD PRESIDENT ATTENDS THE BOARD MEETINGS AND ENSURES THAT COMPLIANCE WITH THESE GUIDELINES ARE FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF COMPENSATION THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S ADMINISTRATOR INCLUDED A REVIEW AND APPROVAL BY THE BOARD PRESIDENT AND VICE PRESIDENT, WHO ARE BOTH INDEPENDENT. THE PRESIDENT AND VICE PRESIDENT USED MCKNIGHT'S CAREER GUIDE, WHICH INCLUDED AN AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA) NURSING HOME SALARY AND BENEFITS REPORT, AS WELL AS THE MYERS AND STAUFFER LC LONG-TERM CARE COMPENSATION REPORT. THE INDIANA ASSOCIATION FOR THE HOMES AND SERVICES OF THE AGING'S SALARY AND WAGE SURVEY IS ALSO REFERENCED FOR THE DECISION PROCESSES. ONCE THE PRESIDENT AND VICE PRESIDENT DETERMINED THE COMPENSATION AMOUNT, THEY REPORTED THEIR FINDINGS AND DECISION TO THE FULL BOARD OF DIRECTORS AT A BOARD MEETING. THIS WAS DOCUMENTED IN THE BOARD MEETING MINUTES, AND WAS LAST DONE IN APRIL OF 2011 FOR THE ADMINISTRATOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS A COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 3 CHANGES IN PROGRAM SERVICES On September 1, 2013, the Foundation acquired certain net assets of Apostolic Christian Retirement Home, Inc. and Apostolic Christian Village, Inc. (Parkview Haven), a not-for-profit continuing care retirement community that provides health care services to seniors. As a result of the acquisition, the Foundation will have an opportunity to expand its service area. FORM 990, PART XI OTHER CHANGES IN NET ASSETS OR FUND BALANCE BARGAIN PURCHASE GAIN = 268,201 LOSS ON EXTINGUISHMENT OF DEBT = -28,438 ACQUISITION COSTS - PARKVIEW HAVEN & VILLAGE = -175,458 TOTAL = 64,305 FORM 990, PART V AND PART VII COMPENSATION PAID BY THE FOUNDATION IS REIMBURSED BY PULASKI MEMORIAL HOSPITAL. RIVERWOOD COMMONS LP 624 E 13TH STREET WINAMAC IN 46996 352120174 LOW INC HOUSING IN PHA INC RENTAL REAL ESTATE -7 93163 false 0 true 0.00010 PULASKI HOUSING ASSOCIATES INC 624 EAST 23RD STREET WINAMAC IN 46996 352120172 APARTMENT RENTAL IN FILING ORG C CORPORATION -6 69872 0.75000 false false false false true false false false false false false false false false false false false false false false RIVERWOOD COMMONS LP D 9028 ACC INT INCOME