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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T08:57:16-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE 2200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350876396 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 8122387000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NORTH SEVENTH STREET | AddressLine1 |
| City | TERRE HAUTE | City |
| State | IN | State |
| ZIP Code | 47804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE HUTSON | Name |
| Title | CFO | Title |
| Phone | 8122387000 | Phone |
| Date Signed | 2011-07-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARRIE A MERRILL CPA | Name |
| Phone | 3176334705 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WAYNE HUTSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 NORTH SEVENTH STREET | AddressLine1 |
| City | TERRE HAUTE | City |
| State | IN | State |
| ZIP Code | 47804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 403827785 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UHHG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1892 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | We exist to serve our patients with compassionate health care of the highest quality. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2638 | TotalNbrEmployees |
| Total Nbr Volunteers | 395 | TotalNbrVolunteers |
| Total Gross UBI | 598163 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -203591 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5151062 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1278146 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 395080602 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 393861040 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2243787 | InvestmentIncomePriorYear |
| Investment Income Current Year | 524097 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5694911 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4785924 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 408170362 | TotalRevenuePriorYear |
| Total Revenue Current Year | 400449207 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 277234 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 302195 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 143643631 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 135678291 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 245924786 | OtherExpensePriorYear |
| Other Expenses Current Year | 267809859 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 389845651 | TotalExpensesPriorYear |
| Total Expenses Current Year | 403790345 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18324711 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3341138 | RevenuesLessExpensesCY |
| Total Assets BOY | 464930862 | TotalAssetsBOY |
| Total Assets EOY | 455384525 | TotalAssetsEOY |
| Total Liabilities BOY | 337338836 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 319751492 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 127592026 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 135633033 | NetAssetsOrFundBalancesEOY |
| Mission Description | We exist to serve our patients with compassionate health care of the highest quality. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 380861209 | Expense |
| Grants | 302195 | Grants |
| Revenue | 393646814 | Revenue |
| Description | Union 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Some 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 380861209 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 180 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2638 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE HUTSON CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8122387000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 N SEVENTH STREET | AddressLine1 |
| City | TERRE HAUTE | City |
| State | IN | State |
| ZIP Code | 47804 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| John Lukens | ||||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | |||
| Curtis Brighton | ||||||||
| Vice Chairman | 2.00 | X | 0 | 0 | 0 | |||
| William G Grimes | ||||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | |||
| Frederick Bauer | ||||||||
| Asst. Secretary | 2.00 | X | 0 | 0 | 0 | |||
| Dan DeBard | ||||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | |||
| Ward Hubbard | ||||||||
| Asst. Treasurer | 2.00 | X | 0 | 0 | 0 | |||
| Molly Callahan | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Robert Haerr | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Mark Lynch | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Cindy Martin | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Steven McDonald | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Robert McLaughlin | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| Anna Zimmerman | ||||||||
| Member | 2.00 | X | 0 | 0 | 0 | |||
| David Doerr | ||||||||
| President/CEO | 40.00 | X | 489408 | 0 | 22775 | X | ||
| Scott Teffeteller | ||||||||
| Vice President/COO | 40.00 | 250680 | 0 | 21275 | X | |||
| Wayne Hutson | ||||||||
| SR VP Finance/CFO | 40.00 | 268808 | 0 | 15058 | X | |||
| Ronald Leach | ||||||||
| Medical Director | 40.00 | 190879 | 0 | 0 | X | |||
| Kym Pfrank | ||||||||
| Vice President | 40.00 | 200506 | 0 | 15046 | X | |||
| Carol Roesch | ||||||||
| Vice President | 40.00 | 186313 | 0 | 14828 | X | |||
| Sally Zuel | ||||||||
| Vice President | 40.00 | 157331 | 0 | 8980 | X | |||
| Aaron Berkey | ||||||||
| Radiologist | 40.00 | 817314 | 0 | 20455 | X | |||
| Nabil Mnayarji | ||||||||
| Cardiac Physician | 40.00 | 945488 | 0 | 23018 | X | |||
| Pradeep Narotam | ||||||||
| Radiologist | 40.00 | 930796 | 0 | 23019 | X | |||
| Lingan Sidda | ||||||||
| Radiologist | 40.00 | 949894 | 0 | 15958 | X | |||
| Ramesh Tank | ||||||||
| Radiologist | 40.00 | 930796 | 0 | 23019 | X | |||
| Kristi Williams | ||||||||
| System Director Pharmacy | 40.00 | 151512 | 0 | 13708 | X | |||
| Ronald King | ||||||||
| System Director Surgery | 40.00 | 155499 | 0 | 15393 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6625224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 232532 | TotalOtherCompensation |
| Number Individuals GT100 K | 101 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Garmong Pepper Construction | |||||
| 1659 N 8th St | Terre Haute | IN | 47804 | CONSTRUCTION | 58615355 |
| Cardiovascular Management | |||||
| 2723 S 7th st | Terre Haute | IN | 47802 | Medical Management Services | 20574450 |
| Providence Medical Group | |||||
| 2723 S 7th St | Terre Haute | IN | 47802 | Medical Services and Rent | 20517196 |
| AP&S Clinic | |||||
| 221 S 6th St | Terre Haute | IN | 47802 | Medical Services and Rent | 17208682 |
| Ambulatory Surgery Management | |||||
| 221 S 6th St | Terre Haute | IN | 47802 | Medical Management Services | 15894689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 97 | NumberOfContractorsGT100K |
| Related Organizations | 686810 | RelatedOrganizations |
| Government Grants | 591336 | GovernmentGrants |
| Total Contributions | 1278146 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Patient Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 393861040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 393861040 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 393861040 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 681066 | TotalRevenueColumn |
| Exclusion | $681,066 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1332807 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3200982 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -1868175 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1868175 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1868175 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 20627 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 177596 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -156969 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -156969 | TotalRevenueColumn |
| Exclusion | -$156,969 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CAFETERIA REVENUE | 900099 | 1454202 | $1,454,202 | |
| AP & S Purchased Servi | 900099 | 957222 | $957,222 | |
| Methodist OCC Health C | 900099 | 689280 | 689280 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3553395 | TotalRevenueColumn |
| Related Or Exempt Function Income | 964669 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 598163 | UnrelatedBusinessRevenue |
| Exclusion | $1,990,563 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6654099 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400449207 | TotalRevenueColumn |
| Related Or Exempt Function Income | 393646814 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 598163 | UnrelatedBusinessRevenue |
| Exclusion | $4,926,084 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302195 | Total |
| Program Services | 302195 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1543492 | Total |
| Program Services | 359560 | ProgramServices |
| Management And General | 1183932 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118376575 | Total |
| Program Services | 111972402 | ProgramServices |
| Management And General | 6404173 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6277086 | Total |
| Program Services | 5937496 | ProgramServices |
| Management And General | 339590 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1318543 | Total |
| Program Services | 1247210 | ProgramServices |
| Management And General | 71333 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8162595 | Total |
| Program Services | 7720999 | ProgramServices |
| Management And General | 441596 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104229 | Total |
| Program Services | 98590 | ProgramServices |
| Management And General | 5639 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88320524 | Total |
| Program Services | 83542384 | ProgramServices |
| Management And General | 4778140 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 766291 | Total |
| Program Services | 724835 | ProgramServices |
| Management And General | 41456 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80422829 | Total |
| Program Services | 76071954 | ProgramServices |
| Management And General | 4350875 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10105846 | Total |
| Program Services | 9559120 | ProgramServices |
| Management And General | 546726 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409377 | Total |
| Program Services | 387230 | ProgramServices |
| Management And General | 22147 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8513504 | Total |
| Program Services | 8052923 | ProgramServices |
| Management And General | 460581 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4260000 | Total |
| Program Services | 4029534 | ProgramServices |
| Management And General | 230466 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21923408 | Total |
| Program Services | 20737352 | ProgramServices |
| Management And General | 1186056 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18215012 | Total |
| Program Services | 17229580 | ProgramServices |
| Management And General | 985432 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Bad Debt | 30784528 | 29119085 | 1665443 |
| Licenses, Dues & Subscr | 548079 | 518428 | 29651 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3436232 | Total |
| Program Services | 3250332 | ProgramServices |
| Management And General | 185900 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403790345 | Total |
| Program Services | 380861209 | ProgramServices |
| Management And General | 22929136 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34662692 | BOY |
| EOY | 21856285 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65894996 | BOY |
| EOY | 55239274 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2845094 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3896518 | BOY |
| EOY | 5049617 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3776712 | BOY |
| EOY | 5284677 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 448915510 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 149859405 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269584085 | BOY |
| EOY | 299056105 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54171606 | BOY |
| EOY | 37666679 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26699924 | BOY |
| EOY | 20230429 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6120840 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3399235 | BOY |
| EOY | 4880619 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464930862 | BOY |
| EOY | 455384525 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44009229 | BOY |
| EOY | 43964421 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2896156 | BOY |
| EOY | 507720 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237729444 | BOY |
| EOY | 235025000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24533265 | BOY |
| EOY | 25791757 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28170742 | BOY |
| EOY | 14462594 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337338836 | BOY |
| EOY | 319751492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117085734 | BOY |
| EOY | 127903123 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9537225 | BOY |
| EOY | 6783414 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 969067 | BOY |
| EOY | 946496 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127592026 | BOY |
| EOY | 135633033 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464930862 | BOY |
| EOY | 455384525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $16,096 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 16096 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | 5.45% 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 969067 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 17441 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 27706 | GrantsOrScholarships |
| Administrative Expenses | 12306 | AdministrativeExpenses |
| End Of Year Balance | 946496 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1010484 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4129 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 33684 | GrantsOrScholarships |
| Administrative Expenses | 11862 | AdministrativeExpenses |
| End Of Year Balance | 969067 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16399562 | OtherCostOrOtherBasis |
| Book Value | 16399562 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 317764919 | OtherCostOrOtherBasis |
| Depreciation | 81708394 | Depreciation |
| Book Value | 236056525 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2534083 | OtherCostOrOtherBasis |
| Depreciation | 1553073 | Depreciation |
| Book Value | 981010 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 108073415 | OtherCostOrOtherBasis |
| Depreciation | 66597938 | Depreciation |
| Book Value | 41475477 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4143531 | OtherCostOrOtherBasis |
| Book Value | 4143531 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 299056105 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Pension Liability | Description |
| Amount | $14,462,594 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14462594 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10479012 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 10479012 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02810 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 51467784 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10236651 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 41231133 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.11050 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 61946796 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10236651 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 51710145 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13860 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1419779 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 48630 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1371149 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00370 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7780777 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2383937 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5396840 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01450 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11462618 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2137958 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9324660 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02500 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 98857 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 98857 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 313172 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 313172 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 21075203 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4570525 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 16504678 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04430 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 83021999 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14807176 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 68214823 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.18290 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 805871 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 591227 | DirectOffsettingRevenue |
| Net Community Building Expense | 214644 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1070478 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1070478 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00290 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 62083 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 62083 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 179373 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 68116 | DirectOffsettingRevenue |
| Net Community Building Expense | 111257 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2117805 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 659343 | DirectOffsettingRevenue |
| Net Community Building Expense | 1458462 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00400 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $10,968,388 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 124775978 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 139761358 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -14985380 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (2 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Er24 HoursEr24Hours | OtherOther | Critical Access HospitalCriticalAccessHospital |
|---|---|---|---|---|---|---|---|---|---|
| Union Hospital Inc | |||||||||
| 1606 North Seventh Street | Terre Haute | IN | 47804 | X | X | X | X | Physician practices, off campus thearapy, radiology | |
| Union Hospital Clinton | |||||||||
| 801 S Main St | Clinton | IN | 47842 | X | X | X | |||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | Part 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 Footnote | Part 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 Benefit | Part 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 Policy | Part 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 Expln | Part 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 Explanation | 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. | GeneralExplanation |
| Needs Assessment | Part 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 Assistance | Part 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 Information | Part 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 Activities | Part 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 O | CommunityBuildingActivities |
| Other Information | Part VI, Line 6: See Schedule O. | OtherInformation |
| Affiliated Health Care System | Part VI, Line 7: The organization was not part of an affiliated health care system during the 2009 tax year. | AffiliatedHealthCareSystem |
| Reports Filed With States | IN | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| Vigo County School Corporation | ||||||||||
| PO Box 3703 | Terre Haute | IN | 47803 | 356007261 | 22000 | General Donation | ||||
| Terre Haute Boys & Girls Club | ||||||||||
| 220 North Third St | Terre Haute | IN | 47807 | 350868182 | 5000 | General Donation | 501c3 | |||
| Vermillion Parke Community Health Clinic | ||||||||||
| 777 S Main Street | Clinton | IN | 47842 | 208998983 | See Schedule I, Part IV | 501C3 | 142607 | Cost | Donation of Building in Cayuga, Indiana | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Doerr | |||||||||||||
| 339694 | 0 | 124655 | 0 | 25059 | 0 | 0 | 0 | 22775 | 0 | 512183 | 0 | 0 | 0 |
| Scott Teffeteller | |||||||||||||
| 203924 | 0 | 27825 | 0 | 18931 | 0 | 0 | 0 | 21275 | 0 | 271955 | 0 | 0 | 0 |
| Wayne Hutson | |||||||||||||
| 198786 | 0 | 65371 | 0 | 4651 | 0 | 0 | 0 | 15058 | 0 | 283866 | 0 | 0 | 0 |
| Ronald Leach | |||||||||||||
| 174379 | 0 | 0 | 0 | 16500 | 0 | 0 | 0 | 0 | 0 | 190879 | 0 | 0 | 0 |
| Kym Pfrank | |||||||||||||
| 154231 | 0 | 29485 | 0 | 16790 | 0 | 0 | 0 | 15046 | 0 | 215552 | 0 | 0 | 0 |
| Carol Roesch | |||||||||||||
| 143816 | 0 | 29350 | 0 | 13147 | 0 | 0 | 0 | 14828 | 0 | 201141 | 0 | 0 | 0 |
| Sally Zuel | |||||||||||||
| 127082 | 0 | 20563 | 0 | 9686 | 0 | 0 | 0 | 8980 | 0 | 166311 | 0 | 0 | 0 |
| Aaron Berkey | |||||||||||||
| 454326 | 0 | 358111 | 0 | 4877 | 0 | 0 | 0 | 20455 | 0 | 837769 | 0 | 0 | 0 |
| Nabil Mnayarji | |||||||||||||
| 705643 | 0 | 233572 | 0 | 6273 | 0 | 0 | 0 | 23018 | 0 | 968506 | 0 | 0 | 0 |
| Pradeep Narotam | |||||||||||||
| 438966 | 0 | 480591 | 0 | 11239 | 0 | 0 | 0 | 23019 | 0 | 953815 | 0 | 0 | 0 |
| Lingan Sidda | |||||||||||||
| 455221 | 0 | 483340 | 0 | 11333 | 0 | 0 | 0 | 15958 | 0 | 965852 | 0 | 0 | 0 |
| Ramesh Tank | |||||||||||||
| 438966 | 0 | 480591 | 0 | 11239 | 0 | 0 | 0 | 23019 | 0 | 953815 | 0 | 0 | 0 |
| Kristi Williams | |||||||||||||
| 127628 | 0 | 18103 | 0 | 5781 | 0 | 0 | 0 | 13708 | 0 | 165220 | 0 | 0 | 0 |
| Ronald King | |||||||||||||
| 119655 | 0 | 27848 | 0 | 7996 | 0 | 0 | 0 | 15393 | 0 | 170892 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | County Club of Terre Haute dues are paid for CEO, CFO, and COO. |
| Part I, Line 7 | The 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 EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Hospital Authority of Vigo County (Revenue Bonds Series 2007) | ||||||
| 351656988 | 926742BY2 | 2007-07-12 | 176052475 | Construct new hospital building | 0 | 0 |
| Indiana Health and Education Facility Financing Authority series 2006A | ||||||
| 351611409 | 454795BL8 | 2006-07-14 | 19000000 | Buildings, structures, equipment | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 176052475 | 15716590 | 2151525 | 158184360 | 2010 | 0 | 0 | 1 | 1 |
| 19000000 | 19000000 | 2009 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Physician Group | |||
| See Sch O | 4695145 | Sch O | 0 |
| Forest Sherer Inc | |||
| See Sch O | 665829 | Sch O | 0 |
| AP&S Clinic North Side | |||
| See Sch O | 172086681 | Sch O | 0 |
| Bunch Nurseries Inc | |||
| See Sch O | 411562 | Sch O | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The 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 12c | The 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 15a | The 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 19 | The organization does not make the governing documents, conflict of interest policy, or financial statements available to the public. | |
| Form 990, Part XI, Line 2c | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IPACS Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 N seventh St | AddressLine1 |
| City | Terre Haute | City |
| State | IN | State |
| ZIP Code | 47804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351720998 | EIN |
| Primary Activities | clinic management | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Total Income | 617906 | TotalIncome |
| EOY Assets | 1736782 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION HOSPITAL | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| Union Hospital Foundation | ||||||||||
| 1659 N Seventh St | Terre Haute | IN | 47804 | 351642823 | Fundraising | IN | 501c3 | line 3 | UNION HOSPITAL | |
| Union Hospital Health Services Inc | ||||||||||
| 1606 N Seventh St | Terre Haute | IN | 47804 | 351642805 | Health Services | IN | 501c3 | line 9 | UNION HOSPITAL | |
| Visiting Nurse Association of Wabash Valley inc | ||||||||||
| 400 Eight Ave | Terre Haute | IN | 47804 | 350869064 | Charitable home health | IN | 501c3 | line 7 | UNION HOSPITAL | |
| Center for Occupational Health | ||||||||||
| 4001 Wabash Ave | Terre Haute | IN | 47803 | 352118417 | Occupational health services | IN | 501c3 | line 7 | UNION HOSPITAL | |
| UNION HEALTH SYSTEMS | ||||||||||
| 1606 N Seventh St | terre Haute | IN | 47804 | 270581133 | MANAGEMENT ORGANIZATION | IN | 501c3 | N/A | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Associated Physicians | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 N Seventh St | AddressLine1 |
| City | Terre Haute | City |
| State | IN | State |
| ZIP Code | 47804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270581401 | EIN |
| Primary Activity | physician group | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UNion Hospital Foundation | |
| A | 42229 |
| Union Hospital Foundation | |
| P | 468902 |
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