2024-11-15T12:27:33+00:00 2023-12-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-01-01 475265010 THE BYRON FOUNDATION INC BYRO 2606373166 1661 BEACON STREET FORT WAYNE IN 46805 TRACIE MARTIN CHAIRMAN 2606373166 2024-11-15 true Lauren Denton P01571860 2604604000 2024-11-15 2023 2024-10-15 13:58:12Z TRACIE MARTIN 1661 BEACON STREET FORT WAYNE IN 46805 1730817 false X N/A X 2015 IN TO PROVIDE FINANCIAL ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS. 5 4 0 5 0 0 0 0 0 0 1645593 1730817 0 0 1645593 1730817 0 98700 0 0 0 0 0 0 0 268207 377713 268207 476413 1377386 1254404 37040021 41515579 6772775 6655148 30267246 34860431 THE BYRON FOUNDATION PROVIDES FINANCIAL AND OTHER ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. (DBA BYRON HEALTH CENTER) AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS. false false 98700 98700 THE BYRON FOUNDATION, INC. PROVIDES SUPPORT TO RECOVERY HEALTH SERVICES, INC. BY PROVIDING FUNDING FOR RESIDENTIAL CARE, SOCIAL OPPORTUNITIES, EDUCATIONAL ASSISTANCE, AND OTHER PROGRAMS THAT IMPROVE THE QUALITY OF LIFE FOR THE ELDERLY, SEVERELY INJURED, AND OTHER INDIVIDUALS REQUIRING SKILLED ASSISTANCE. 98700 true false false false false false false false false false false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 5 4 false false false false false true false true true false false true true true true true false false false false IN X DEBRA LAMBERT 2606373166 1661 BEACON ST FORT WAYNE IN 46805 Bret Claghorn Finance Committee Chair/ Board Member 2.0 0.0 X X 0 0 0 Charles Clark Vice Chair 2.0 4.0 X X 0 0 0 Debra J Lambert Chief Executive Officer 3.0 60.0 X X 0 248936 11463 Eugene Faley Secretary/Treasurer 3.0 5.0 X X 0 0 0 Helen Nill Board Member 0.5 0.0 X X 0 0 0 Tom Trent Board Member 0.5 0.0 X X 0 0 0 Tracie Martin Board Chair 2.0 0.0 X X 0 0 0 0 248936 11463 0 false true false 0 0 0 0 0 0 0 1730817 1730817 0 0 0 0 0 0 0 0 0 1730817 0 0 1730817 98700 98700 52943 52943 0 0 0 0 324770 324770 0 0 0 0 476413 98700 377713 0 273968 156240 0 0 0 0 0 0 0 0 0 0 8460000 8460000 0 0 0 0 0 0 0 0 28306053 32860839 0 0 0 0 0 38500 37040021 41515579 0 0 0 0 0 0 0 0 0 0 0 0 6764416 2239718 8359 4415430 6772775 6655148 X 30267246 34860431 0 0 30267246 34860431 37040021 41515579 1254404 3338781 0 X false true X true false X X X 1 RECOVERY HEALTH SERVICES INC 351826036 9 true 98700 0 1 98700 0 true false false false false false false false false false false false false false false true DUE TO RHS 2415430 DUE TO BWS 2000000 4415430 5016655 3338781 0 0 3338781 1677874 52943 0 52943 1730817 423470 0 0 423470 52943 0 52943 476413 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true RECOVERY HEALTH SERVICES INC 1661 BEACON STREET FORT WAYNE IN 46805 351826036 501(C)(3) 98700 SUPPORT 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FUNDS WILL BE PROVIDED TO, AND FOR THE BENEFIT OF, RECOVERY HEALTH SERVICES AND BYRON WELLNESS SYSTEMS, RELATED ORGANIZATIONS, AND OTHER FUTURE SUPPORTED ORGANIZATIONS OF BYRON WELLNESS SYSTEMS AND OTHER CODE SECTION 501(C)(3) ORGANIZATIONS TO FURTHER THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF THE CORPORATION. WITH THE EXCEPTION OF DISTRIBUTIONS TO RECOVERY HEALTH SERVICES, BYRON WELLNESS SYSTEMS AND/OR FUTURE SUPPORTED ORGANIZATION OF BYRON WELLNESS SYSTEMS, THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO HOW ITS FUNDS WERE UTILIZED BY ANY OTHER ORGANIZATION. FURTHERMORE THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO THE USE OF RESOURCES. THE CORPORATION'S BOARD OF DIRECTORS WILL BE RESPONSIBLE FOR THE REVIEW OF ANY DISTRIBUTION AND REPORTS WITH RESPECT THERETO AT THE MONTHLY MEETINGS OF THE CORPORATION'S BOARD OF DIRECTORS IN ORDER TO ENSURE COMPLIANCE WITH THE TERMS OF ANY DISTRIBUTION ANY RELATED AGREEMENT WITH RESPECT THERETO. false false false false false false false false false Debra J Lambert Chief Executive Officer 0 202404 0 46532 0 0 0 8685 0 2778 0 260399 0 0 Form 990, Part VI, Line 15a THE BYRON FOUNDATION DOES NOT ENGAGE IN A COMPENSATION REVIEW PROCESS BECAUSE ALL COMPENSATION FOR CALENDAR YEAR 2023 IS PAID BY A RELATED ORGANIZATION, BYRON WELLNESS SYSTEMS, INC. THE PROCESS FOR DETERMINING COMPENSATION IS COMPLETED BY BYRON WELLNESS SYSTEMS. BYRON WELLNESS SYSTEMS' BOARD OF DIRECTORS USES COMPARABILITY DATA, INCLUDING COMPENSATION SURVEYS AND FORMS 990 OF OTHER ORGANIZATIONS, TO DETERMINE AND PROPOSE A REASONABLE COMPENSATION AMOUNT FOR THE CHIEF EXECUTIVE OFFICER. THE BOARD APPROVES THE PROPOSED COMPENSATION FOR THE CEO. THE REVIEW AND APPROVAL OF THE CEO IS DOCUMENTED IN THE BOARD MINUTES AND ALL COMPENSATION REVIEWS ARE INCLUDED IN EMPLOYEE FILES. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY EITHER BYRON WELLNESS SYSTEMS, INC., OR RECOVERY HEALTH SERVICES, INC. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE OFFICERS AND THE PRESIDENT OF THE BOARD. AFTER ANY CHANGES AND/OR QUESTIONS ARE ADDRESSED, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICIES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY OFFICERS OF THE ORGANIZATION. WHEN ORGANIZATION BUSINESS IS BEING CONDUCTED AND THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED WILL ABSTAIN FROM VOTING ON RELATED MATTERS. THIS IS DOCUMENTED IN THE BOARD MINUTES. IN THE EVENT THAT THERE IS A FAILURE TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. Form 990, Part VI, Line 19 Required documents available to the public THE FORM 990, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE ALL AVAILABLE UPON REQUEST. Form 990, Part VII, Section A DEBRA J. LAMBERT IS THE PRESIDENT AND CEO OF THE BYRON FOUNDATION, BYRON WELLNESS SYSTEMS, AND RECOVERY HEALTH SERVICES. HER COMPENSATION, PAID THROUGH BYRON WELLNESS SYSTEMS, REFLECTS HER DUTIES BETWEEN ALL THREE ORGANIZATIONS. RECOVERY HEALTH SERVICES INC DBA BYRON HEALTH CENTER 1661 BEACON ST FORT WAYNE IN 46805 351826036 ASSIS. LIVING IN 501(c)(3) 10 NA false BYRON WELLNESS SYSTEMS INC 1661 BEACON ST FORT WAYNE IN 46805 475285597 EDUCATION IN 501(c)(3) Type III-FI RHS false false true false true false false false false false false false false false true false true false true false