UNION HOSPITAL INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
UNION HOSPITAL INC (EIN 35-0876396)
Tax period
2009-09-01 to 2010-08-31
Filed
2011-07-14
IRS object ID
201131959349300408
Schema version
2009v1.7
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)
Timestamp2011-07-14T08:57:16-05:00Timestamp
Tax Period End Date2010-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE &AMP CO LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE AMERICAN SQUARE 2200AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46282ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN350876396EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNION HOSPITAL INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIONameControl
Phone8122387000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11606 NORTH SEVENTH STREETAddressLine1
CityTERRE HAUTECity
StateINState
ZIP Code47804ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWAYNE HUTSONName
TitleCFOTitle
Phone8122387000Phone
Date Signed2011-07-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCARRIE A MERRILL CPAName
Phone3176334705Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonWAYNE HUTSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11606 NORTH SEVENTH STREETAddressLine1
CityTERRE HAUTECity
StateINState
ZIP Code47804ZIPCode
FieldValueIRS element (for citing)
Gross Receipts403827785GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.UHHG.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1892YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionWe exist to serve our patients with compassionate health care of the highest quality.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees2638TotalNbrEmployees
Total Nbr Volunteers395TotalNbrVolunteers
Total Gross UBI598163TotalGrossUBI
Net Unrelated Business Txbl Income-203591NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5151062ContributionsGrantsPriorYear
Contributions Grants Current Year1278146ContributionsGrantsCurrentYear
Program Service Revenue Prior Year395080602ProgramServiceRevenuePriorYear
Program Service Revenue CY393861040ProgramServiceRevenueCY
Investment Income Prior Year2243787InvestmentIncomePriorYear
Investment Income Current Year524097InvestmentIncomeCurrentYear
Other Revenue Prior Year5694911OtherRevenuePriorYear
Other Revenue Current Year4785924OtherRevenueCurrentYear
Total Revenue Prior Year408170362TotalRevenuePriorYear
Total Revenue Current Year400449207TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year277234GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY302195GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year143643631SalariesEtcPriorYear
Salaries Etc Current Year135678291SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year245924786OtherExpensePriorYear
Other Expenses Current Year267809859OtherExpensesCurrentYear
Total Expenses Prior Year389845651TotalExpensesPriorYear
Total Expenses Current Year403790345TotalExpensesCurrentYear
Revenues Less Expenses Prior Year18324711RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3341138RevenuesLessExpensesCY
Total Assets BOY464930862TotalAssetsBOY
Total Assets EOY455384525TotalAssetsEOY
Total Liabilities BOY337338836TotalLiabilitiesBOY
Total Liabilities EOY319751492TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY127592026NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY135633033NetAssetsOrFundBalancesEOY
Mission DescriptionWe exist to serve our patients with compassionate health care of the highest quality.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense380861209Expense
Grants302195Grants
Revenue393646814Revenue
DescriptionUnion Hospital, Union Hospital Clinton, and our network of primary care physicians join together to provide comprehensive care to residents of west central Indiana and eastern Illinois. Our facilities include two hospitals and more than 40 primary and specialty care physicians and mid-level providers. We are the largest provider of health care services between Indianapolis and St. Louis along the I-70 corridor, serving Vigo, Parke, Vermillion and Clay counties in Indiana, and Clark and Edgar counties in Illinois as our primary service area. Our secondary service area includes Greene and Sullivan counties in Indiana, and Crawford County in Illinois. In the summer of 2007 hospital officials broke ground on a new 178 million dollar expansion project, which opened in January 2010.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionThe new "Union Hospital East" will undoubtedly set the standard for health care in our community for the next 50 years. The four story 500,000-square-foot expansion connects with the existing hospital and has been strategically designed to increases access to state-of-the-art, quality patient-focused care for our communities we serve. The historic project was financed through 176.5 million in bonds sold that the hospital will pay over the next 40 years. Our employees, medical staff, boards of directors and the community generously donated more than $8 million to support this facility with pedways, a helipad and for the renovation of Union Hospital West.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionSome of the new technology and innovation included in the new hospital include:-Large private rooms - more space for staff, patient and families.-PICASO - touch screen system reduces documentation time by 50% giving nurses more time for patient care. A main screen at the nurses' station constantly monitors each patient's status.Continue on Schedule O:Access to health care for our communities is a challenge we have been working to meet for many years. When an impending shortage of primary care providers was identified in the 1970's, Union Hospital established a Family Medicine Residency program to train and retain doctors for service in our area. In response to health care professional shortages in rural areas, the Richard G. Lugar Center for Rural Health (formerly the Midwest Center for Rural Health) was established in 1993 as a division of the Family Medicine Residency program. This innovative Center has developed a curriculum for residents specializing in rural family medicine as well as practice models that incorporate a multidisciplinary team approach and state-of-the-art technology to ensure the satisfaction and success of professionals who choose to serve in rural areas. Since 1976, the program has placed 92 physicians in communities in Indiana, 25 in Illinois, 3 in Japan, 1 in Canada, 1 in Sudan and 43 others in communities across the United States. The Lugar Center's innovative programs and projects include partnerships with the Indiana University School of Medicine, the Indiana State University School of Nursing, the state and national Rural Health Associations, the State of Indiana, the U.S. Department of Agriculture, the U.S. Department of Health and Human Services, among many others. Grants to support its initiatives total more than $14 million to date. These grants support advancements in chronic disease management, telemedicine technology, and the funding of rural health clinics and services. The Clay City Center for Family Medicine is our model rural health clinic and training site for residents and provides vital care to the medically underserved citizens of Clay County, Indiana. Our community looks to UHI for a high level of support. In fiscal year 2010, more than $11 million was donated to the poor and the community through donations, subsidized health services, the education of medical professionals, and education for patients and the community. Annually the Union Hospital Foundation awards 20 scholarships for area students. When asked in a recent survey, more than 88% of persons in our service area associated Union Hospital with high quality community health programs. Financial commitment for these initiatives comes from the board of directors through the organization as part of the budgeting process. The Union Hospital Foundation, the Union Hospital Clinton Foundation and Guild, and the Service League of Union Hospital are actively engaged in raising funds to support these vital community services. Grant sources include: the U.S. Department of Agriculture, the U.S. Department of Health and Human Services, the State of Indiana, March of Dimes, and the Susan G. Komen Foundation, among others.Description
FieldValueIRS element (for citing)
Total Program Service Expense380861209TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096180NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees2638NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WAYNE HUTSON CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8122387000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11606 N SEVENTH STREETAddressLine1
CityTERRE HAUTECity
StateINState
ZIP Code47804ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployeeKey EmployeeKeyEmployee
John Lukens
Chairman2.00X000
Curtis Brighton
Vice Chairman2.00X000
William G Grimes
Secretary2.00X000
Frederick Bauer
Asst. Secretary2.00X000
Dan DeBard
Treasurer2.00X000
Ward Hubbard
Asst. Treasurer2.00X000
Molly Callahan
Member2.00X000
Robert Haerr
Member2.00X000
Mark Lynch
Member2.00X000
Cindy Martin
Member2.00X000
Steven McDonald
Member2.00X000
Robert McLaughlin
Member2.00X000
Anna Zimmerman
Member2.00X000
David Doerr
President/CEO40.00X489408022775X
Scott Teffeteller
Vice President/COO40.00250680021275X
Wayne Hutson
SR VP Finance/CFO40.00268808015058X
Ronald Leach
Medical Director40.0019087900X
Kym Pfrank
Vice President40.00200506015046X
Carol Roesch
Vice President40.00186313014828X
Sally Zuel
Vice President40.0015733108980X
Aaron Berkey
Radiologist40.00817314020455X
Nabil Mnayarji
Cardiac Physician40.00945488023018X
Pradeep Narotam
Radiologist40.00930796023019X
Lingan Sidda
Radiologist40.00949894015958X
Ramesh Tank
Radiologist40.00930796023019X
Kristi Williams
System Director Pharmacy40.00151512013708X
Ronald King
System Director Surgery40.00155499015393X
FieldValueIRS element (for citing)
Total Reportable Comp From Org6625224TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation232532TotalOtherCompensation
Number Individuals GT100 K101NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Garmong Pepper Construction
1659 N 8th StTerre HauteIN47804CONSTRUCTION58615355
Cardiovascular Management
2723 S 7th stTerre HauteIN47802Medical Management Services20574450
Providence Medical Group
2723 S 7th StTerre HauteIN47802Medical Services and Rent20517196
AP&S Clinic
221 S 6th StTerre HauteIN47802Medical Services and Rent17208682
Ambulatory Surgery Management
221 S 6th StTerre HauteIN47802Medical Management Services15894689
FieldValueIRS element (for citing)
Number Of Contractors GT100 K97NumberOfContractorsGT100K
Related Organizations686810RelatedOrganizations
Government Grants591336GovernmentGrants
Total Contributions1278146TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionNet Patient RevenueDescription
Business Code900099BusinessCode
Total Revenue Column393861040TotalRevenueColumn
Related Or Exempt Function Income393861040RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue393861040TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column681066TotalRevenueColumn
Exclusion$681,066ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1332807Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real3200982Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-1868175Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-1868175TotalRevenueColumn
Related Or Exempt Function Income-1868175RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other20627Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other177596Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-156969Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-156969TotalRevenueColumn
Exclusion-$156,969ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CAFETERIA REVENUE9000991454202$1,454,202
AP & S Purchased Servi900099957222$957,222
Methodist OCC Health C900099689280689280

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column3553395TotalRevenueColumn
Related Or Exempt Function Income964669RelatedOrExemptFunctionIncome
Unrelated Business Revenue598163UnrelatedBusinessRevenue
Exclusion$1,990,563ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue6654099TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column400449207TotalRevenueColumn
Related Or Exempt Function Income393646814RelatedOrExemptFunctionIncome
Unrelated Business Revenue598163UnrelatedBusinessRevenue
Exclusion$4,926,084ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total302195Total
Program Services302195ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1543492Total
Program Services359560ProgramServices
Management And General1183932ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total118376575Total
Program Services111972402ProgramServices
Management And General6404173ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total6277086Total
Program Services5937496ProgramServices
Management And General339590ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1318543Total
Program Services1247210ProgramServices
Management And General71333ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8162595Total
Program Services7720999ProgramServices
Management And General441596ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total104229Total
Program Services98590ProgramServices
Management And General5639ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total88320524Total
Program Services83542384ProgramServices
Management And General4778140ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total766291Total
Program Services724835ProgramServices
Management And General41456ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total80422829Total
Program Services76071954ProgramServices
Management And General4350875ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total10105846Total
Program Services9559120ProgramServices
Management And General546726ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total409377Total
Program Services387230ProgramServices
Management And General22147ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total8513504Total
Program Services8052923ProgramServices
Management And General460581ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total4260000Total
Program Services4029534ProgramServices
Management And General230466ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total21923408Total
Program Services20737352ProgramServices
Management And General1186056ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total18215012Total
Program Services17229580ProgramServices
Management And General985432ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Bad Debt30784528291190851665443
Licenses, Dues & Subscr54807951842829651

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3436232Total
Program Services3250332ProgramServices
Management And General185900ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total403790345Total
Program Services380861209ProgramServices
Management And General22929136ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY34662692BOY
EOY21856285EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY65894996BOY
EOY55239274EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY2845094BOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY3896518BOY
EOY5049617EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3776712BOY
EOY5284677EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis448915510LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec149859405LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY269584085BOY
EOY299056105EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY54171606BOY
EOY37666679EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY26699924BOY
EOY20230429EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY6120840EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3399235BOY
EOY4880619EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY464930862BOY
EOY455384525EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY44009229BOY
EOY43964421EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2896156BOY
EOY507720EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY237729444BOY
EOY235025000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY24533265BOY
EOY25791757EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY28170742BOY
EOY14462594EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY337338836BOY
EOY319751492EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY117085734BOY
EOY127903123EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY9537225BOY
EOY6783414EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY969067BOY
EOY946496EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY127592026BOY
EOY135633033EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY464930862BOY
EOY455384525EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$16,096OtherActivitiesAmount
Total Lobbying Expenditures IIB16096TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
Explanation5.45% of Indiana Hospital Assocation and 24.42% of American Hospital Association dues paid were attributable to lobbying expenses as defined in federal law.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance969067BeginningOfYearBalance
Investment Earnings Or Losses17441InvestmentEarningsOrLosses
Grants Or Scholarships27706GrantsOrScholarships
Administrative Expenses12306AdministrativeExpenses
End Of Year Balance946496EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1010484BeginningOfYearBalance
Investment Earnings Or Losses4129InvestmentEarningsOrLosses
Grants Or Scholarships33684GrantsOrScholarships
Administrative Expenses11862AdministrativeExpenses
End Of Year Balance969067EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis16399562OtherCostOrOtherBasis
Book Value16399562BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis317764919OtherCostOrOtherBasis
Depreciation81708394Depreciation
Book Value236056525BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2534083OtherCostOrOtherBasis
Depreciation1553073Depreciation
Book Value981010BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis108073415OtherCostOrOtherBasis
Depreciation66597938Depreciation
Book Value41475477BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4143531OtherCostOrOtherBasis
Book Value4143531BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings299056105TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionPension LiabilityDescription
Amount$14,462,594Amount
FieldValueIRS element (for citing)
Total Of Amounts14462594TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:The Corporation's endowment consists of individual funds established for a variety of purposes which were donor-restricted. Net assets associated with endowment funds, including funds designated by the Corporation to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.
Form 990, Part IV line 12 has been checked no per 990 instructions. Part XI, XII, and XIII are not required as the organization is part of a consolidated financial statement. The consolidated financial statements are audited by an independent accounting firm and prepared in accordance with generally accepted accounting principles.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare
Pcent150XPcent150
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent200 DXPcent200D
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense10479012TotalCommunityBenefitExpense
Net Community Benefit Expense10479012NetCommunityBenefitExpense
Percent Of Total Expense0.02810PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense51467784TotalCommunityBenefitExpense
Direct Offsetting Revenue10236651DirectOffsettingRevenue
Net Community Benefit Expense41231133NetCommunityBenefitExpense
Percent Of Total Expense0.11050PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense61946796TotalCommunityBenefitExpense
Direct Offsetting Revenue10236651DirectOffsettingRevenue
Net Community Benefit Expense51710145NetCommunityBenefitExpense
Percent Of Total Expense0.13860PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense1419779TotalCommunityBenefitExpense
Direct Offsetting Revenue48630DirectOffsettingRevenue
Net Community Benefit Expense1371149NetCommunityBenefitExpense
Percent Of Total Expense0.00370PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense7780777TotalCommunityBenefitExpense
Direct Offsetting Revenue2383937DirectOffsettingRevenue
Net Community Benefit Expense5396840NetCommunityBenefitExpense
Percent Of Total Expense0.01450PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense11462618TotalCommunityBenefitExpense
Direct Offsetting Revenue2137958DirectOffsettingRevenue
Net Community Benefit Expense9324660NetCommunityBenefitExpense
Percent Of Total Expense0.02500PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense98857TotalCommunityBenefitExpense
Net Community Benefit Expense98857NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense313172TotalCommunityBenefitExpense
Net Community Benefit Expense313172NetCommunityBenefitExpense
Percent Of Total Expense0.00080PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense21075203TotalCommunityBenefitExpense
Direct Offsetting Revenue4570525DirectOffsettingRevenue
Net Community Benefit Expense16504678NetCommunityBenefitExpense
Percent Of Total Expense0.04430PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense83021999TotalCommunityBenefitExpense
Direct Offsetting Revenue14807176DirectOffsettingRevenue
Net Community Benefit Expense68214823NetCommunityBenefitExpense
Percent Of Total Expense0.18290PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

FieldValueIRS element (for citing)
Total Community Building Expense805871TotalCommunityBuildingExpense
Direct Offsetting Revenue591227DirectOffsettingRevenue
Net Community Building Expense214644NetCommunityBuildingExpense
Percent Of Total Expense0.00060PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Total Community Building Expense1070478TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense1070478NetCommunityBuildingExpense
Percent Of Total Expense0.00290PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Total Community Building Expense62083TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense62083NetCommunityBuildingExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense179373TotalCommunityBuildingExpense
Direct Offsetting Revenue68116DirectOffsettingRevenue
Net Community Building Expense111257NetCommunityBuildingExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense2117805TotalCommunityBuildingExpense
Direct Offsetting Revenue659343DirectOffsettingRevenue
Net Community Building Expense1458462NetCommunityBuildingExpense
Percent Of Total Expense0.00400PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$10,968,388BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare124775978AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare139761358CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-14985380MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (2 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalEr24 HoursEr24HoursOtherOtherCritical Access HospitalCriticalAccessHospital
Union Hospital Inc
1606 North Seventh StreetTerre HauteIN47804XXXXPhysician practices, off campus thearapy, radiology
Union Hospital Clinton
801 S Main StClintonIN47842XXX

Form990 Schedule H Part VI Form990ScheduleHPartVI

FieldValueIRS element (for citing)
Income Based CriteriaPart I, Line 3c: Schedule H Part I Line 3bDescription of Family Income Limit for Discounted CareThe organization provides partial assistance for income levels between 150% and 200% of Federal Poverty Guidelines, and offers discounted care on a sliding scale for income levels between 250% and 400% of Federal Poverty Guidelines.IncomeBasedCriteria
Bad Debt FootnotePart III, Line 4: Footnote to organization's financial statements that describes bad debt expenses: The allowance for doubtful accounts is based on management's assessment of historical and expected net collections considering business and economic conditions, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy for uncollectible receivables based upon the payor composition and aging of receivables as of the reporting date with consideration of the historical writeoff experience by payor category. The results of these reviews are then used to make any modifications to the provision for uncollectible receivables to establish an appropriate allowance for uncollectible receivables. After satisfaction of amounts due from insurance, the Corporation follows established guidelines for placing past-due patient accounts with collection agencies.Explanation for line 2 and 3 or rational for including other bad debt amount in community benefit: The hospital has a detailed Financial Assistance Policy which states that to participate in charity care candidates must cooperate fully. In addition the hospital educates patients with limited ability to pay regarding financial assistance. For this reason the organization believes that it accurately captures all charity care deductions provided according to the financial assistance policy and the amount of bad debt expense attributable to patients eligible under the organization's charity care policy is negligible.BadDebtFootnote
Shortfall As Community BenefitPart III, Line 8: The source used to determine the amount of Medicare allowable costs reported for Part III, Section B, Medicare has been provided from the Year Ended August 31, 2010 report: Hospital Statement of Reimbursable Cost.ShortfallAsCommunityBenefit
Debt Collection PolicyPart III, Line 9b: If the patient does not qualify for charity, but qualifies for limited means assistance, a reduction in charges will be made to the account and the patient will be notified via mail. At the patient's request, payment arrangements will be made for the remaining balance.DebtCollectionPolicy
Number Of Facility Type ExplnPart V: UHI also operates 8 Family Practice Centers, 4 Outpatient Therapy Centers, 3 clinics, 1 cancer center, 1 cath lab, 1 child development center, and 1 employee access center.NumberOfFacilityTypeExpln
General ExplanationSchedule H Part I Line 3bDescription of Family Income Limit for Discounted CareThe organization provides partial assistance for income levels between 150% and 200% of Federal Poverty Guidelines, and offers discounted care on a sliding scale for income levels between 250% and 400% of Federal Poverty Guidelines.GeneralExplanation
Needs AssessmentPart VI, Line 2: ASSESSING THE NEEDS OF OUR COMMUNITY IS AN ONGOING ACTIVITY. ALTHOUGH A FORMALIZED ASSESSMENT TOOL IS CURRENTLY BEING EVALUATED, ONLINE DATABASES HAVE PROVED BENEFICIAL IN HELPING THE ORGANIZATION DETERMINE THE BEST WAY TO UTILIZE ITS RESOURCES. THE MOST VALUABLE OF THOSE RESOURCES BEING UNION'S 2,000 PLUS EMPLOYEES WHO DONATE THOUSANDS OF HOURS OF COMMUNITY SERVICE EACH YEAR. UHI EMPLOYS A FULL-TIME POSITION (COMMUNITY LIAISON) DEDICATED TO COMMUNITY BENEFIT ACTIVITIES FOR THE ORGANIZATION. THE COMMUNITY LIAISON TAKES ON THE LEAD ROLE IN COLLECTING DATA TO ASSIST IN ASSESSING THE NEEDS OF OUR COMMUNITY. THE WEBSITE STATSINDIANA.EDU HAS A WEALTH OF HEALTH, DEMOGRAPHIC AND INCOME DATA PROVIDING UNION WITH AN ASSESSMENT OF ALL INDIANA COUNTIES IN OUR SERVICE AREA. THE U.S. CENSUS BUREAU AND COUNTYHEALTHRANKINGS.ORG PROVIDED DATA THAT CAN BE DRILLED DOWN TO THE STATE, COUNTY AND CITY LEVELS TO HELP UHI OFFICIALS ACCURATELY ASSESS COMMUNITY HEALTH NEEDS. UNION ALSO WORKS CLOSELY WITH INDIANA STATE UNIVERSITY COLLEGE OF NURSING HEALTH AND HUMAN SERVICES, AND THE VIGO COUNTY HEALTH DEPARTMENT. THE HOSPITAL UTILIZES NATIONAL RESEARCH CORPORATION (NRC) TO CONDUCT ITS PATIENT SATISFACTION SURVEYS, AND TO PROVIDE UHI WITH COMMUNITY HEALTH NEEDS ASSESSMENT. ON AUGUST 14, 2009, PUBLIC HEALTH SYSTEM PARTNERS OF VIGO COUNTY CONVENED A MEETING TO EVALUATE HOW TO BETTER SERVE THE PUBLIC HEALTH AND HEALTHCARE NEEDS OF THE COUNTY'S ESTIMATED 106,000 RESIDENTS. THE RURAL HEALTH INNOVATION COLLABORATIVE (RHIC) HOSTED THE ALL DAY EVENT, IN PARTNERSHIP WITH THE VIGO COUNTY HEALTH DEPARTMENT. THE INDIANA STATE DEPARTMENT OF HEALTH, IN COLLABORATION WITH PURDUE UNIVERSITY'S HEALTHCARE TECHNICAL ASSISTANCE PROGRAM, WORKED TOGETHER TO CREATE THIS OPPORTUNITY FOR ALL LOCAL PUBLIC HEALTH SYSTEM PARTNERS TO IDENTIFY EXISTING STRENGTHS, AS WELL AS OPPORTUNITIES TO ESTABLISH AND FORMALIZE PUBLIC HEALTH SYSTEM INFRASTRUCTURE IN INDIANA COUNTIES. VIGO COUNTY PARTNERS MET TO COMPLETE THE CDC NATIONAL PUBLIC HEALTH PERFORMANCE STANDARDS, LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT - A NATIONALLY RECOGNIZED PUBLIC HEALTH SYSTEM ASSESSMENT TOOL. THE ASSESSMENT PROCESS AND RESULTS ENABLED GREATER UNDERSTANDING OF HOW THE COUNTY'S HEALTHCARE AND PUBLIC HEALTH ORGANIZATIONS RELATE TO ONE ANOTHER AND HOW THEY PROVIDE ESSENTIAL PUBLIC HEALTH AND HEALTHCARE SERVICES TO THE PUBLIC THEY SERVE. THE ASSESSMENT SPECIFICALLY FOCUSED ON AREAS SUCH AS COMMUNICATION, PARTNERSHIPS, LINKING PEOPLE TO NEEDED SERVICES, AND SHARING OF RESOURCES. FINDINGS OF THE ASSESSMENT REVEALED STRENGTHS OF THE SYSTEM THAT INCLUDED: -IDENTIFICATION AND SURVEILLANCE OF HEALTH THREATS, AND RESPONSE TO PUBLIC HEALTH THREATS AND EMERGENCIES -INFORMING, EDUCATING AND EMPOWERING THE PUBLIC ABOUT PUBLIC HEALTH ISSUES-ENFORCEMENT OF LAWS AND REGULATIONS THAT PROTECT HEALTH AND ENSURE SAFETY THE ASSESSMENT ALSO REVEALED IMPORTANT AREAS FOR PERFORMANCE IMPROVEMENT, INCLUDING:-MOBILIZING COMMUNITY PARTNERSHIPS TO IDENTIFY AND SOLVE HEALTH PROBLEMS -DEVELOPING COMMUNITY HEALTH IMPROVEMENT PROCESSES-USING CURRENT TECHNOLOGY TO MONITOR, MANAGE AND COMMUNICATE POPULATION HEALTH DATA-THE ASSESSMENT PROCESS CAN SERVE AS THE FOUNDATION TO FORMALIZE PROCESSES THAT STRENGTHEN LOCAL PUBLIC HEALTH SYSTEM INFRASTRUCTURE WITH THE CAPACITY AND RESOURCES TO IMPROVE QUALITY AND EFFECTIVENESS OF HEALTHCARE SERVICES IN VIGO COUNTY.NeedsAssessment
Patient Education AssistancePart VI, Line 3: UHI uses a variety of tools to educate patients about their eligibility for financial assistance. Signs are displayed in the Admitting areas, brochures and the financial assistance policy is attained on our statements. ClaimAid is available of point of servce onsite Medicaid eligibility advisor that assists our patients in qualifying for any Medicaid programs. All of our financial counselors are trained and scripted to communicate financial assistance programs and assist in setting up meetings for the ClaimAid staff. Financial counselors are located in the Admitting in both Union Hospital East and West facilities to assist our patients. This includes staff that can speak Spanish to assist in any interpretation for a Spanish speaking patient.PatientEducationAssistance
Community InformationPart VI, Line 4: The communities served by UHI represent a dichotomy of urban and rural people. Terre Haute and Vigo County are largely urban and suburban with a population of 106,000. The remaining 147,000 people served by Union are located in small towns and rural farming areas throughout eight additional counties surrounding Vigo County. People in Vigo County are more racially diverse with 89.5% being Caucasian, 7% African American, 1.6% Asian and 1.5% Hispanic. The surrounding counties average 96.4% white, 2% African American and less than 1% Asian and Hispanic populations. Vigo County is younger with an average age of 35.9 compared to 39.99 in the surrounding counties with 14.5% being 65 years of age or older compared to 13.7% in Vigo County. Regardless of location, median household incomes averaging $39,250 fall far below the Indiana average of $48,010 and the US average of $52,029. More than 19% of Vigo County residents and 10.3% of surrounding county residents live in poverty. In Vigo County, one in four children lives in poverty. Vigo County ranks second in the state in poverty, and 5th in the state in poverty rank among children under the age of 18. Employment within Vigo County includes a large retail and restaurant service sector, healthcare, higher education and a diverse manufacturing sector. UHI is the largest employer in Terre Haute. The surrounding counties offer largely agricultural and mining-based employment with many residents traveling to Vigo County for employment opportunities. Unemployment in Vigo County was 9.9% in 2009, slightly lower than the state average at that time of 10.4%. A health needs assessment conducted in 2006 revealed that people in the area with incomes below 200% of the poverty level had significantly higher rates of physical impairment, depression, obesity, tobacco use, high blood pressure and diabetes. This population segment was far less likely to engage in regular physical activity. While overall rates of tobacco use in the area were slightly lower (20%) than the state average (24.9%), the demographic segment with the largest tobacco use was women of childbearing age at 24.8%. Access to health care is a challenge for those in rural areas who often must travel to Terre Haute or elsewhere for medical care and chronic disease management.CommunityInformation
Community Building ActivitiesPart VI, Line 5: To better meet the needs of our communities UHI participates in community building activities to improve the health in the community. Programs have been developed to specifically help meet the needs as defined by our community health needs assessment. Many of the programs or services developed meet several defined needs and some of them are more focused on a central idea, for example partnering with our local Wabash Valley Harley Davidson dealer and offering a free prostate cancer screening to our male population. The central focus is to identify males that have an elevated PSA levels so they can get treatment before major health complications arise. Continued on Schedule OCommunityBuildingActivities
Other InformationPart VI, Line 6: See Schedule O.OtherInformation
Affiliated Health Care SystemPart VI, Line 7: The organization was not part of an affiliated health care system during the 2009 tax year.AffiliatedHealthCareSystem
Reports Filed With StatesINReportsFiledWithStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantIRC SectionIRCSectionAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Vigo County School Corporation
PO Box 3703Terre HauteIN4780335600726122000General Donation
Terre Haute Boys & Girls Club
220 North Third StTerre HauteIN478073508681825000General Donation501c3
Vermillion Parke Community Health Clinic
777 S Main StreetClintonIN47842208998983See Schedule I, Part IV501C3142607CostDonation of Building in Cayuga, Indiana
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Procedure for Monitoring Grants in the U.S.:Part I, Line 2:Schedule I, Part I, Line 2: Grants to Entities in the United States: All grants are provided to 501(c)(3) public charities for general support. Union Hospital does not monitor the use of these funds by these public charities. Grants to Individuals: Union Hospital sponsors the Now program and the TAG program during the year, but both programs have been completed and closed. The organization's Education Services department determines which individuals receive funds based upon individual grade qualifications and the needs of the workforce shortage for Union Hospital. In most cases, the individuals receiving funds are in the critical education programs. Upon graduation, these individuals will be providing patient care services at Union Hospital facilities.
Other Information:Part IV:Part II, Line 1, Column (H): Name of Organization or Government: Union Hospital Foundation Purpose of Grant or Assistance (h): Employee Flood assistance, Capital Campaign Funds received on behalf of the foundation Name of Organization or Government: Vermillion-Parke Community Health Clinic Purpose of Grant or Assistance (h): Donation of Building to further the Exempt Purpose of the Organization

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
David Doerr
3396940124655025059000227750512183000
Scott Teffeteller
203924027825018931000212750271955000
Wayne Hutson
19878606537104651000150580283866000
Ronald Leach
1743790001650000000190879000
Kym Pfrank
154231029485016790000150460215552000
Carol Roesch
143816029350013147000148280201141000
Sally Zuel
1270820205630968600089800166311000
Aaron Berkey
454326035811104877000204550837769000
Nabil Mnayarji
705643023357206273000230180968506000
Pradeep Narotam
4389660480591011239000230190953815000
Lingan Sidda
4552210483340011333000159580965852000
Ramesh Tank
4389660480591011239000230190953815000
Kristi Williams
12762801810305781000137080165220000
Ronald King
11965502784807996000153930170892000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aCounty Club of Terre Haute dues are paid for CEO, CFO, and COO.
Part I, Line 7The organization provides non-fixed payments to several individuals listed on Form 990, Part VII, Section A, line 1a. These non-fixed payments are based on the organization's ability to pay and are not construed as a contract between Union and its executives. The Executive Bonus Plan is a mixture of objectives, standards and subjective standards that both the policy and the implementation of the policy by the Personnel Committee and the Board of Directors approves and awards depending on Union's ability to pay. There is no automatic right to a bonus or a specific bonus amount even if all criteria are met. The performance measure plan is linked to the Union strategic and fiscal-year business planning process. The plan is intended to focus participants' attention on mission-critical goals and key strategic priorities. The plan is also intended to enhance the performance of Union executives and the organization. Prior to the start of the fiscal year and as part of the business planning process, the Union President and CEO will finalize a list of goals, weights and measures to be used to assess performance during the fiscal year. The list is presented to and discussed with the committee. The committee reviews and approves the bonus plan goals, weights, and measures. Organization goals will be assigned to each participant hospital-wide. In addition to hospital-wide goals individual and/or functional/department goals may or may not be included. After the conclusion of each fiscal year, the President & CEO will prepare an annual Bonus plan report for the committee. The report contains: an appraisal of Union and hospital/operating unit performance during the recently-completed fiscal year; and the president & ceo's recommended payout for each plan participant. The bonus recommendations for all sr. management are received and reviewed first by the personnel commitee who then make decisions and submits to the board to vote. The committee will determine and submit the payout for the President & CEO to the board of directors who, absent the Presdient & CEO, will vote on approval. Award determinations are calculated as percentages of participant's salaries paid for time worked during the fiscal year. Payouts for president is 0% to 3%; CFO & COO are 0% to 25%; and Other executives are 0% to 20%. The excutive bonus plan payouts are to be paid when determined by the personnel committee, subject to the approval of the board of directors.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Hospital Authority of Vigo County (Revenue Bonds Series 2007)
351656988926742BY22007-07-12176052475Construct new hospital building00
Indiana Health and Education Facility Financing Authority series 2006A
351611409454795BL82006-07-1419000000Buildings, structures, equipment00

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
17605247515716590215152515818436020100011
190000001900000020090011

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000
000000

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000000
000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Physician Group
See Sch O4695145Sch O0
Forest Sherer Inc
See Sch O665829Sch O0
AP&S Clinic North Side
See Sch O172086681Sch O0
Bunch Nurseries Inc
See Sch O411562Sch O0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11The process of reviewing the Form 990 entails a detailed review of the Form 990 by the organization's management. The governing body reviews and approves the Form 990 and the final Form 990 including requested schedules, as ultimately filed with the IRS, are provided to each voting member of the organization's governing body prior to filing.
Form 990, Part VI, Section B, line 12cThe written conflict of interest policy is regularly and consistently monitored and compliance enforced by the Corporate Compliance Officer. The scope of this policy includes directors, officers, management, and employees. The policy is in place to avoid personal interests that conflict, or may appear to conflict, with the best interests of Union and its affiliates and the communities they serve. The covered persons are to refrain from personal interests, direct or indirect with any third parties. It is the responsibility of officers, management, and employees to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures and act accordingly. A self disclosure from covered persons to the Corporate Compliance Officer is required on any potential conflicts of interest. The covered persons are to refrain from participating in any deliberation or decisions on such transactions. The conflicts disclosed are reviewed and resolved by the Corporate Compliance Officer.
Form 990, Part VI, Section B, line 15aThe process for determining compensation under the By-Laws of Union Hospital includes a Board of Directors Personnel Committee whose responsibilities include being charged of doing the appropriate review of compensation for the Sr. Management Team, including the CEO. They gather information and follow the steps set forth below and in turn submit to the full Board of Directors the recommendations in terms of compensation and benefits for the CEO and Sr. Management. The Personnel Committee consists of individuals who are disinterested. The CEO is excused from the meeting when his compensation/benefits are reviewed both at the Personnel Committee level and the Board level. Note: During the current Fiscal Year, salary increases were not given to the Sr. Management team including the CEO, and thus, an analysis of compensation was not completed. In future periods, this procedure will resume as stated in this policy. The Steps include: 1. The Personnel Committee retains an outside independent consultant to (1) provide the committee with information, and (2) to review the actions and compensation/benefits to be sure that there is not excessive compensation. The consultant that has been used the past three (3) years is Sullivan Cotter & Associates, Inc. Under the process, Sullivan Cotter first are provided with the names and job descriptions for the Sr. Management Team that is being evaluated. The independent advisor then submits to the Personnel Committee comparable information, specifically: > Five commercially available executive health care compensation surveys prepared by independent firms, were referenced to obtain market data for this review - Integrated healthcare Strategies: 2009 Healthcare Executive Compensation Survey - Indiana Hospital & Health Association: 2009 Compensation Survey Report - Sullivan, Cotter, and Associates: 2009 Survey of Manager and Executive Compensation in Hospitals and Health Systems - Watson Wyatt Data Services: 2009/2010 Hospital and Healthcare Management Compensation Report - Mercer Human Resource Consulting: 2009 Integrated Health Networks Compensation Survey > Market data reflecting functionally-comparable positions were obtained for all seven executive positions > Data were abstracted for comparably-sized organizations as measured by net revenue > The data reported represented the 50th, 75th, and 90th percentiles of base salary and total cash compensation (base salary plus actual annual incentive - abbreviated TCC) > Regional market data were also collected from the published compensation surveys as well as a special cut of the following Indiana hospitals from SullivanCotter's 2009 Survey of Manager and Executive Compensation in Hospitals and Health Systems - Ball Memorial Hospital - Reid Hospital & Health Care Services - Bloomington Hospital - Riley Hospital for Children - Elkhart General Hospital - Saint John's Health System - Good Samaritan Hospital - Saint Joseph Regional Medical Center - Memorial Hospital of South Bend - Saint Mary's Medical Center - Methodist Hospitals - Terre Haute Regional Hospital - Parkview Hospital > That data was also reported with national average, regional average and Indiana average. 2. The Personnel Committee of Union Hospital's Board of Directors takes the data provided by the independent consultants and following a review of the performance of each individual submits to the full Board for approval recommendations in terms of salaries, benefits, and bonuses. Final approval is by the Board of Directors. The CEO does not take part in the discussion or action on his salary, benefits and bonus. 3. Minutes of the Personnel Committee and the Board meetings are contemporaneously kept and maintain with the Corporate Minute Books. 4. Following the action of the Board of Directors the new proposed salaries, benefits and bonuses are sent to the independent consultant (Sullivan Cotter) who submits back to the Personnel Committee their opinion in terms of the compensation being reasonable in relation to the market data and market practices. This report is also received and reviewed by the Board Personnel Committee.
Form 990, Part VI, Section C, line 19The organization does not make the governing documents, conflict of interest policy, or financial statements available to the public.
Form 990, Part XI, Line 2cThe board of directors assumes responsibility for oversight of the audit of the financial statements and no processes have changed from prior year.Oversight of Audit
Schedule H, Part VI, Line 5: Richard G Lugar Center for Rural Health Richard G. Lugar Center for Rural Health: The Lugar Center's mission is to advance rural health through education, innovation and collaboration. The Lugar Center is a part of Union Hospital and its Family Medicine Residency program dedicated to preparing physicians to serve in rural communities. This program consists of hands-on curriculum for future rural health providers based on a unique hub-and-spoke structure that allows residents to work out of the main hospital-based site during their full three years of training while still gaining first-hand rural experience at a federally-designated rural health clinic and a federally qualified health center. It has developed into a policy and program leader with the development of innovative methodologies to support a workforce that is well-prepared to provide access to quality health care services in remote areas nationally and internationally. It was first established in 1993 as the Midwest Center for Rural Health to prepare primary care physicians for successful rural practice and to expose individuals not yet decided on a career to the rewards of delivering health care in a rural area. The Center was renamed in 2006 to honor U.S. Senator Richard G. Lugar a supporter of the Center's mission and an advocate for the advancement of rural healthcare. In 1993, Union set up a model rural health clinic and training site in Clay City, Indiana to provide much needed health care services to a medically underserved community. This federally designated rural health clinic (RHC) also provides a unique hands-on training site for physicians enrolled in Union Hospital's Family Medicine Residency's Rural Training Track. A multidisciplinary team of physicians, physicians assistants, nurse practitioners, mental health counselors, psychology interns, an x-ray technician, and an optometrist provide comprehensive care to all regardless of the patient's ability to pay. The clinic collaborates with the locally owned pharmacy to provide prescription services to uninsured and underinsured patients using the same discounted sliding fee scale used by the clinic. A vital component of this clinic is the 10 member Community Advisory Board. Clay City Center for Family Medicine serves as a medical home for approximately 5,000 area residents, delivering over 10,000 visits annually, in addition to house calls and in-patient hospital care. In 2001, the Lugar Center developed and implemented a chronic disease management program at the clinic that is still being integrated into care plans for patients as appropriate. This evidence based program includes five chronic diseases-hypertension, diabetes mellitus, chronic obstructive pulmonary disease, congestive heart failure, and asthma. Clay City Center for Family Medicine reached capacity as a teaching site for residents and there remains an enormous need for additional providers in the small communities surrounding UH as well as clinical training sites. Therefore, the Lugar Center is expanded training capacity for future health care providers through collaborative efforts with a rural underserved community in Vermillion County. This project focuses on the Community Health Center model or FQHC (Federally Qualified Health Center). This model delivery system began with a group of community members who serve as the Governing Board of Directors for a community-owned health care facility, receiving federal 330 funds to provide services to the uninsured. Lugar Center was instrumental in writing the application for a HRSA New Access Point grant for $1.6 million for this community in September 2007. This site serves as an integral training site for UH residents, IU School of Medicine medical students, and other learners. Our operating expenses for the fiscal year 2010 were $1,001,759. The Lugar Center also received funding from the Indiana State Departments of Health Community Health Center Grant $361,849.
Schedule H, Part VI, Line 5: Rural Health Innovation Collaborative On Dec. 2, 2008, Union Hospital's Lugar Center helped launch a rural health collaborative aimed at improving and expanding health care in our community. What began as an informal exercise in creative problem-solving has become the Rural Health Innovation Collaborative (the RHIC). Founding partners include Indiana State University (ISU), Indiana University School of Medicine (IUSM), Union Hospital and it's Richard G. Lugar Center for Rural Health (UH), the Terre Haute Economic Development Corporation (THEDC), the City of Terre Haute (the City), and Ivy Tech Community College Wabash Valley (Ivy Tech). The mission of the Rural Health Innovation Collaborative (RHIC) is to improve and expand education and training of health care professionals and future health care professionals, especially for those committed to serving rural and underserved populations. Key components of this mission include: To promote the retention of health care professionals to serve rural and underserved populations; To invite community revitalization by promoting the enhancement of opportunities for education, training, and experience in health-related professions and fields; To promote social welfare and to encourage and coordinate community initiatives to address challenges affecting health care delivery; To promote the efficient use of public and private resources and collaborate with other entities with similar or complementary purposes; To design and implement innovative best practices and strategies that are capable of replication in other areas of the United States; and To disseminate educational information, thereby potentially or actually benefiting those other areas. A recent study commissioned by RHIC partners and conducted by Indiana University School of Medicine's Bowen Research Center, found shortages in almost every health care field in the Wabash Valley. The Wabash Valley is a region with counties in both Indiana and Illinois. Nurses and physicians top the list of shortage areas. The survey found a need for 702 to 827 additional nurses and 134 to 275 primary care physicians in an 11-county area of west-central Indiana. The eleven counties included in this region were: Clay, Fountain, Greene, Montgomery, Owen, Parke, Putnam, Sullivan, Vermillion, Vigo, and Warren. Significant shortages were also found in mentalhealth counselors, physical therapists, pharmacists, social workers, health educators, speech pathologists, physician assistants and psychologists. In more than three fourths of the professions analyzed the study projects that by 2016 the number of health care providers per 100,000 residents will be lower in the Wabash Valley than statewide. Additionally the study found a need for increased access to education programs, expanding existing programs and making new programs available. RHIC leaders envision tackling the current and worsening health care worker shortages through innovations and collaborations in health care education across the partnership. The partners are focused not just on increasing numbers of students and educational opportunities, but also on transforming our traditional education model to ensure an optimally prepared workforce, resulting in improved access to care and patient outcomes. There are several challenges to minimizing the health care workforce shortages in rural west-central Indiana and throughout the nation. One of the biggest challenges is changing the educational methodology when training future health care providers. Traditionally, our workforce is educated in "silos", rather than in interprofessional teams. Even a quick review of the literature reveals qualitative and quantitative evidence suggesting the need to change the methods that have historically been utilized to train health professionals. Yet, this is not an easy task. The RHIC partners have begun to address this challenge by embracing Interprofessional Education (IPE) as a major focus of the RHIC. One important component of the RHIC's IPE initiative is to develop a collaborative curriculum where students from multiple health care professions learn together. As a part of this effort, the RHIC envisions implementing a collaborative Simulation Center for interprofessional education and training. The primary purpose of the RHIC simulation center initiative is to establish a center dedicated to enhancing hands-on educational opportunities for teams of future health care professionals, particularly those preparing to practice in rural areas. The Center will ensure a robust, well-prepared team of health care professionals who will provide enhanced access to quality care in rural communities. In addition to more and better prepared health care professionals this collaborative will lead to additional cutting-edge training and research facilities, as well as support for business and health care service expansion. This outcome will lead the way for neighborhood revitalization and economic development in Terre Haute and in surrounding rural, underserved communities. The RHIC collaborative includes urban and rural partners as well as private, public and government partners. The leaders of each partner organization bring multiple resources and expertise to the collaborative and provide guidance as a part of a robust board of directors. Committees of the board manage activities in: communications, education, facilities, finance, economic development and resource development. Ad-hoc committees are created as needed for targeted study and work. Through this robust collaborative--including through the sharing of resources among urban, rural, government, public and private entities that are all represented within the RHIC--we will improve efficiencies, create and implementinnovative advances in curriculum and training for interprofessional teams of providers, and ensure long-term results toward improved access to quality health care in all of our communities, especially including our surrounding rural communities. No collaboration ever comes easily. Yet, it is through collaboration that we are able to achieve the most. RHIC members have hired a full-time director to assist with thoughtfully building a solid foundation for the RHIC collaborative, including through the creation of formal bylaws and other governing mechanisms. Toward this end, in December 2009, the RHIC was formally recognized by the IRS as a 501(c)(3) nonprofit entity. RHIC members come together monthly for intense meetings during what has come to be known as "RHIC Week" each month. The board is made up of members from the highest levels of leadership from each of the partner entities. In addition to RHIC committee members meeting monthly, these leaders are also coming together on a continuous, consistent basis. This sharing of time to review vision documents as well as the most mundane documents, has been invaluable in terms of moving the collaborative forward toward its ultimate goal of ensuring a robust workforce and environment to be able to provide long-term, sustainable access to quality health care. Future goals, as stated above, include creating a truly innovative interprofessional health curriculum and training program. In addition to creating a robust innovative, learning environment, the RHIC members envision creating a "District" that connects Union Hospital to the Indiana State University campus in Terre Haute. This "neighborhood", about 270 acres, between the Union Hospital and ISU campuses is a blighted neighborhood. Through this economic development initiative of the RHIC, we envision creating a mixed-use learn-live-work-play District that incorporates healthy living design features and fosters job creation and a culture of innovation, continuous learning and excellence. Toward this end, the RHIC partners have hired an architectural firm to lead a master planning process that will involve stakeholders from across the community and from across disciplines. We fully expect this "RHIC District" to become a model in the United States for innovation and excellence. Current operating expenses are funded through the RHIC member organizations. In addition, some initial federal and state grants have been secured to begin implementation. For example, a $100,000 grant was secured through the Health Resources and Services Administration to establish the collaborative Simulation Center. In addition, the RHIC's Resource Development Committee has taken a leading role to begin applying for grants to assist with program development and implementation to maximize impact and further the vision of providing a robust healthcare workforce that is sufficient to meet all of the healthcare needs in our service areas, especially including in our rural underserved communities throughout the west-central region of Indiana.
Schedule H, Part VI, Line 5: Pre-Natal Care for Indigent Population Union Hospital serves as the community safety net to assure that prenatal and birth care is available to all pregnant women in the Wabash Valley regardless of financial status through its family medicine center. As in many areas of health care, fiscal realities affect services that can be provided. We are striving to maintain and innovatively improve services and options for the vulnerable and high risk population we serve. Each county that we serve has a higher percent of reported prenatal smoking than the 2005 reported state of Indiana average of 17.9%. There is a combined average of 27.94% for women from the five counties that we serve. We strive to address this problem as well as breastfeeding and prenatal care initiation in the first trimester. The MHC is proud to provide a multidisciplinary approach to care from physicians, resident physicians, midwives, a family nurse practitioner, nurses, social workers, a sonographer, and a substance abuse counselor. Referrals are made to appropriate community agencies with services for housing, food stamps, women infants and children nutrition program, adoption resources, dental, transportation, domestic abuse support resources, mental health counseling, bereavement, child protection, family planning, and baby supplies. We enrolled 478 new patients in the past fiscal year. In 2006-2007, 45% of our patients were assessed as being moderate to high risk socially. Approximately 95% of our clients were Medicaid funded and the majority of the other 5% are clients that are non American citizens that are unable to receive Medicaid benefits. These clients are charged on a sliding fee scale. The poverty rate in Vigo County in 2008 was 19.7%. Because of this, it is apparent that women in our area are in need of the services that the MHC provides. We are a Medicaid enrollment site, and we provide care on a sliding fee for service scale for those who are not eligible for Medicaid. First trimester care has been increased from 77% in 2007 to 81% in 2009. Breastfeeding rates have increased from 65.8% in 2007 to 69.6% in 2009. Over half of our clients who smoked when they became pregnant stopped smoking by the time their babies were born. We have recently started auricular (ear) acupressure and acupuncture in our clinic to assist in decreasing smoking rates. Women are ready to be helped during pregnancy to decrease and/or stop smoking. We have implemented home visits, education, and auricular therapy to aid in this transition. We know that women want consistent care and many want female providers. We have the care providers to do just those things. We promote and assist with breastfeeding education and support. We adopted an incentive program to motivate women to participate in educational opportunities and make positive behavior changes. Patients earn points for keeping appointments, changing diets, releasing addictions, and breastfeeding. These points can be exchanged for used clothing and household items at the nonprofit store run by The Helping Hands organization. By 2009, we plan to have our first trimester care rates at 80% and our breastfeeding at 60%. Through our options for smoking reduction, we plan to decrease this rate to 98%.
Schedule H, Part VI, Line 5: St. Ann Medical Clinic Founded in September 1997 to provide comprehensive outpatient medical care for the poor of Vigo and surrounding counties. St. Ann Medical Clinic is a program of Providence Self Sufficiency Ministries. Clients served must be financially at or below the 125% poverty level as established by the federal guidelines, must have no insurance and no physician, and be without the resources of Medicare or Medicaid. Union's physicians, nurses and others provide volunteer service and leadership with one of our physicians serving as medical director, and leaders such as the Union Hospital Foundation director, the chairman of the board of directors and the hospital's legal counsel serving on its Advisory Committee. Hospital physicians and staff provide thousands of volunteer hours to the clinic each year. Beginning in 2007, Union Health System placed a nurse practitioner full time within the clinic. In addition, Union Hospital UHI annually provides more than $13,000 in monetary support and nearly $150,000 in in-kind support in the form of followup testing and care. Since 1997, the clinic has tallied 60,000 client visits with nearly 20,800 of those visits occurring since fiscal year 2007. The clinic operates with a staff of 105 dedicated core volunteers, including doctors, nurse practitioners, nurses, pharmacists and clerical support. The number of underserved poor in the Vigo county area is increasing rapidly as evidenced by the increasing numbers of clinic visits and decreasing economic opportunities. The clinic has decreased visits to the already overloaded hospital emergency rooms. Furthermore individuals and families, who have no other resources, would typically not seek medical care, thus resulting in higher in higher incidences of more serious medical conditions going untreated, poorer quality of life and increasing stress on the family.
Schedule H, Part VI, Line 5: Union Hospital Clara Fairbanks Center for Wome Clara Fairbanks Center for Women provides quality care and state-of-the-art technology in mammography services for all patients of the Wabash Valley and surrounding counties. We now have three locations to serve our patients: the main center at 1711 N. 6 1/2 St., Suite 300, Hux Cancer Center in Terre Haute, second location is south of the city at Thomas Plaza, 5500 S. US Hwy. 41, Terre Haute, and the third location at Union Hospital Clinton, 801 S. Main, Clinton, IN. The services provided include: digital mammography, breast ultrasound, stereotactic and ultrasound guided breast biopsy procedures, bone density scans, and a boutique to supply special garments for patients who have undergone breast surgery. Because personalized care is as vital a part of guiding a patient through breast care, as it is important to be sure to treat each patient as an individual not just a cancer diagnosis; the Center identified the need for a Patient Navigator in 2004. The Patient Navigator helps guide the patients and their families through the sometimes-overwhelming process of a breast cancer diagnosis and treatment. She is able to accomplish this by making herself available to answer questions, schedule appointments and coordinate referrals. The staff educates the patients and community about breast care, available grant dollars, and mammography services through direct communication with the Center, community health fairs and public speaking. The Clara Fairbanks Center meets all standards set forth by the Healthcare Facilities Accreditation Program (HFAP), Federal Drug Administration (FDA), American College of Radiology (ACR), and the requirements set forth by the Indiana State Department of Health. The Center is the leading mammography facility in the Wabash Valley. Since 1998, the Center has been a major participant in the Indiana Breast and Cervical Cancer Prevention Program (BCCP), a program to assist indigent women with funding for mammography services. For the last four years, the Center has been approved for grant dollars through the Indiana Breast Cancer Awareness Trust. In 2010, the Clara Fairbanks Center provided over 16,500 mammography services (breast biopsies, ultrasounds, and mammograms). This same year, the Clara Fairbanks Center for Women diagnosed 137 women with breast cancer. The BCCP gave funds for approximately 165 mammography services. Through a Wabash Valley Komen Foundation Grant in the amount of $50,000 another 88 women and two men were assisted with additional services (mostly breast biopsy procedures and diagnostic mammography). Seventy-six women received screening mammograms from a $10,000 grant from Indiana Breast Cancer Awareness Trust. These were women and men who might not have received these services if this funding had not been available. Breast cancer shows no age boundaries; early detection is still the best prevention. With earlier diagnosis, there is less treatment cost and better prognosis for the patient. While BCCP is a worthwhile program to assist indigent women with mammography services, it only supplies funding for mammography services for women 40 years and older. We know that breast cancer has the potential to grow more rapidly in younger women: therefore it is of utmost importance to detect these cancers at the first possible sign. Since there has been an increased need for funding to include screening, diagnosis, and treatment for women under the age of 40, Clara Fairbanks will continue to partner with organizations like the Susan G. Komen Foundation. The Center will look for every opportunity to request grants to help assist not only women but men for these services. The Center will continue to educate about the importance of early detection and further enhance the hospital's "Team Approach" for breast cancer patients.
Schedule H, Part VI, Line 5: Franklin Elementary School What began in 1983 as an Indiana State University graduate student's project to link local businesses with elementary schools has become a long-standing partnership to encourage healthy lifestyles in one of Terre Haute's poorest elementary schools. The pairing of Union Hospital with Benjamin Franklin Elementary School in Terre Haute has proven to be a "perfect partnership" in matching the needs of students with staff and volunteers from the hospital. Franklin School is located in a poor inner city neighborhood where 98% of students qualify for the federal free breakfast and lunch program. The student population is transient; 90% of students who begin elementary school at Franklin do not finish elementary school at the school due to instability in their home and family lives. For most, good nutrition, hygiene and physical fitness are not taught or encouraged in the home. Each year Union program directors meet with the principal and teachers from the school to set criteria and plan the year's activities. Engaging the classroom teacher in the planning and preparation for these activities and working with them to incorporate good health messages into their curricula is vital to the programs success. Activities may vary from year to year but two activities have remained constant: the annual health fair and the health careers day. For the student health fair students are tested on health indicators: height, weight, blood pressure, situp, sit and reach, bar hang and shuttle run. The results of each test are recorded and sent to the homes of each student. During Career Day, health professionals talk about their work and the education they've received. Physicians, pharmacists, fitness experts, nurses, therapists, nutrition services staff and many others have volunteered time to talk to the kids. This partnership is far from one-sided. For each holiday, students from the school make tray favors for patient meal trays to brighten their day. Carolers from the school at Christmas provide cheer to patients and staff. More than 350 students participate each year in these activities. Given the transient nature of this population, it is difficult to measure the long-term effects however at every Health Fair, 3-6 students are identified with significant health issues such as high blood pressure, high blood sugar, malnourishment or obesity. Follow-up is done with families to encourage further medical evaluation and link them to appropriate social services. Anecdotally, nurses and other health professionals have told us of the influence our staff had in their decision to become care providers as a result of hearing them at Franklin School. While the school has had three principles in the last 15 years, each one has kept the program growing and viable. An average of $2,000 is spent from the marketing budget each year on T-shirts, printing, ribbons, bus transportation and meals. Donations of bicycles, movie passes and shoes are obtained from local merchants. Staff donates about 60 hours each year for these activities, To help fight childhood obesity and to better combat heart disease the Franklin School health program will undergo a major overhaul in 2011. The new program titled, Union Hospital Healthy Me at Franklin Elementary will be a more formalized program that will include pre and post health testing. Building on our adoption of the Presidential Fitness Challenge in FY 2010, the Healthy Me program will include follow-up testing at the end of the school year. If the students do not eat healthy and exercise outside of school, the Healthy Me program will be less impactful. Thus, the new program will feature three family dinner nights, offering a free meal and education from a Union Hospital nutritionist and Fitness Center specialists will include families in the program.
Schedule L, Part IV Business Transactions involving interested persons: (A) Name of Person: Physician Group (B) Relationship between interested person and organization: Robert Haerr is a Union Hospital Board Member and Physician Group member (D) Description of Transaction: The physician group provides oncology services to the hospital on an arms length basis. (A) Name of Person: Forest Sherer, Inc (B) Relationship between interested person and organization: John Lukens is the Union Hospital Board Chairman and President of Forrest Sherer, Inc. (D) Description of Transaction: The hospital purchases insurance from the independent insurance agency on an arms length basis. (A) Name of Person: AP&S Clinic Northside (B) Relationship between interested person and organization: Anna Zimmerman is a Union Hospital board member and Medical Doctor for AP&S Clinic Northside (D) Description of Transaction: The hospital has a contractual arrangement for services which are provided on an arms length basis. A) Name of Person: Bunch Nurseries, Inc. (B) Relationship between interested person and organization: Entity is more than 35% owned by husband of Cindy Martin, Union Board Member (D) Description of Transaction: Entity provided Services to the Hospital.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1IPACS IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11606 N seventh StAddressLine1
CityTerre HauteCity
StateINState
ZIP Code47804ZIPCode
FieldValueIRS element (for citing)
EIN351720998EIN
Primary Activitiesclinic managementPrimaryActivities
Legal Domicile StateINLegalDomicileState
Total Income617906TotalIncome
EOY Assets1736782EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNION HOSPITALBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Direct Controlling Entity NADirectControllingEntityNA
Union Hospital Foundation
1659 N Seventh StTerre HauteIN47804351642823FundraisingIN501c3line 3UNION HOSPITAL
Union Hospital Health Services Inc
1606 N Seventh StTerre HauteIN47804351642805Health ServicesIN501c3line 9UNION HOSPITAL
Visiting Nurse Association of Wabash Valley inc
400 Eight AveTerre HauteIN47804350869064Charitable home healthIN501c3line 7UNION HOSPITAL
Center for Occupational Health
4001 Wabash AveTerre HauteIN47803352118417Occupational health servicesIN501c3line 7UNION HOSPITAL
UNION HEALTH SYSTEMS
1606 N Seventh Stterre HauteIN47804270581133MANAGEMENT ORGANIZATIONIN501c3N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Union Associated PhysiciansBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11606 N Seventh StAddressLine1
CityTerre HauteCity
StateINState
ZIP Code47804ZIPCode
FieldValueIRS element (for citing)
EIN270581401EIN
Primary Activityphysician groupPrimaryActivity
Legal Domicile StateINLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNion Hospital Foundation
A42229
Union Hospital Foundation
P468902

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.