2024-11-15T12:19:21+00:00 2023-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-01-01 237125454 Pulaski Health Foundation INC PULA 5745955002 101 Constitution Drive A Francesville IN 47946 Stacey Wayberg Finance Director 2195672172 2024-11-15 true true Nicole Fishback P01279475 3173834000 2024-11-15 2023 2024-10-15 13:58:12Z X SHARON MCKINLEY 101 Constitution Drive A Francesville IN 47946 10648913 false X WWW.PULASKIHEALTHFOUNDATION.COM X 1959 IN PULASKI HEALTH FOUNDATION IS DEDICATED TO ENHANCING THE LIVES OF OLDER ADULTS THROUGH QUALITY HEALTH CARE. 7 7 249 157 0 0 66160 85513 9677629 10412859 -12752 2372 -86339 -81026 9644698 10419718 0 3000 0 0 5831902 6260411 0 0 0 4165192 3870395 9997094 10133806 -352396 285912 8017353 8645425 6572862 6915022 1444491 1730403 X TO IMPROVE OUR COMMUNITY THROUGH HEALTH AND WELLNESS true false 9040558 10331833 PULASKI HEALTH FOUNDATION, INC., A NOT-FOR-PROFIT ORGANIZATION, WAS ESTABLISHED IN 1959 TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES, BOTH DIRECTLY TO AND BY THE APPLICATION OF FUNDS AND ASSETS TO A HEALTH CARE ORGANIZATION IN PULASKI COUNTY. ITS FIRST PROJECT WAS TO FACILITATE DONATIONS AND BUILD PULASKI MEMORIAL HOSPITAL. PULASKI HEALTH FOUNDATION CONTINUED TO CARE FOR AND IMPROVE LIFE AND HEALTH FOR THOSE WHO CAN NO LONGER DO SO FOR THEMSELVES BY FACILITATING FUNDS, BUILDING AND MANAGING PULASKI HEALTH CARE CENTER, A 58 BED SKILLED NURSING FACILITY, WHICH PROVIDES MEDICARE SHORT STAY RESTORATIVE SERVICES AND LONG-TERM CONTINUED CARE. PULASKI HEALTH CARE CENTER'S COMPREHENSIVE CARE PROGRAMS, DESIGNED TO MEET THE DAILY LIVING NEEDS OF EACH RESIDENT, INCLUDE: 24-HOUR NURSING SERVICES, ASSISTANCE WITH MEDICATION, PERSONAL HYGIENE, AND AMBULATION. THE THERAPY PROGRAM PROVIDES PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. THE MEAL SERVICE PROVIDES DINING IN A RESTAURANT STYLE ATMOSPHERE AND INCLUDES THERAPEUTIC AND MECHANICALLY ALTERED DIETS. OTHER SERVICES OFFERED TO RESIDENTS ARE ACTIVITIES WITH MANY RECREATIONAL OPPORTUNITIES, SOCIAL SERVICES, LAUNDRY, AND HOUSEKEEPING. PULASKI HEALTH CARE CENTER PROVIDES A HOME LIKE ENVIRONMENT, A FRIENDLY ATMOSPHERE THAT FACILITATES SELF-WORTH AND DIGNITY IN THE PEOPLE THAT RESIDE HERE. 15000 3000 Pulaski Health Foundation/Parkview Haven donated $3000 to the Community Foundation of Pulaski County of the purpose of an FSSA Employer Sponsored Child Care Fund. This Child Care Fund is a matching fund for the purpose of developing Licensed Child Care programs and needed Day Care in the Francesville, and Winamac communities located in Pulaski County. Pulaski County is known as a Day Care Desert. The Administrator of Parkview Haven of Pulaski Health Foundation, inc. joined and spent a total of 192 hours working with the Child Care Coalition in 2023. He is assisting in the development of a Child Care Solution for Francesville, Indiana. 192 labor hours x $62.50 per hour = $12,000 for a total of $15,000 donated to the Program Service of the development of Child Care in Pulaski County. PULASKI HEALTH FOUNDATION'S GOAL TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS IS ACCOMPLISHED THROUGH THE ESTABLISHMENT OF RIVERWOOD COMMONS, A 24 UNIT APARTMENT BUILDING THAT PROVIDES SECURE INDEPENDENT HOUSING FOR LOW AND MODERATE INCOME/55 AND OLDER OR DISABLED PERSONS. RIVERWOOD COMMONS WAS ESTABLISHED THROUGH THE USE OF TAX CREDITS AND REMAINS UNDER THE SPECIFIED PROGRAMS OF THE INDIANA HOUSING AND COMMUNITY DEVELOPMENT AUTHORITY AND FEDERAL HOME LOAN BANK OF INDIANAPOLIS. PULASKI HEALTH FOUNDATION, AS OWNER, PROVIDES ACTIVITY PROGRAMS TO THE RESIDENTS THAT LIVE AT RIVERWOOD COMMONS, CAPITAL FUNDS FOR IMPROVEMENTS TO THE PROPERTY, AND REPLACEMENT OF FURNISHINGS. PULASKI HEALTH FOUNDATION ALSO PROVIDES DIRECT OVERSIGHT OF THE MANAGEMENT COMPANY, HARRISON REAL ESTATE. PROPERTY MANAGEMENT PERFORMS THE DAILY MANAGEMENT OF THE PROPERTY, PROVIDES INFORMATION FOR AUDITS AND INSPECTIONS, AND ASSISTS TENANTS WITH THEIR FINANCIAL REGULATORY REQUIREMENTS ACCORDING TO THE INDIANA HOUSING AND COMMUNITY DEVELOPMENT AUTHORITY TAX CREDIT PROGRAMS. PULASKI HEALTH FOUNDATION'S GOAL TO RECEIVE AND MAINTAIN A FUND (OR FUNDS) OF REAL OR PERSONAL PROPERTY, OR BOTH, (WHICH ARE SUBJECT TO THE RESTRICTIONS AND LIMITATIONS THEREIN AFTER SET FORTH TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME FOR THE CONSTRUCTION, FURNISHING, EQUIPPING, IMPROVEMENT, REPAIR, OPERATION AND MAINTENANCE OF THE FACILITIES AND SERVICES OF HEALTH CARE ORGANIZATIONS OF PULASKI COUNTY) WAS MET BY THE PURCHASE OF PARKVIEW HAVEN, A CONTINUING CARE RETIREMENT COMMUNITY (CRCC) LOCATED IN FRANCESVILLE, INDIANA IN PULASKI COUNTY ON SEPTEMBER 1, 2013. PARKVIEW HAVEN WAS A NOT-FOR-PROFIT CHURCH BASED CCRC THAT SHARED MANY OF THE SAME GOALS AND MISSIONS OF PULASKI HEALTH FOUNDATION. THIS ACQUISITION WOULD FURTHER ADVANCE PULASKI HEALTH FOUNDATION'S MISSION TO CARE FOR AND IMPROVE LIFE AND HEALTH FOR THOSE WHO CAN NO LONGER DO SO FOR THEMSELVES, TO PROVIDE A HOME LIKE ENVIRONMENT WITH A FRIENDLY PLACE THAT ACTIVATES SELF-WORTH AND DIGNITY FOR THE SENIOR POPULATION AND TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS. 9055558 true true false false false false false false true true false false false true false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 59 0 true 249 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false IN X STACEY WAYBERG 2195672172 101 CONSTITUTION DRIVE STE A FRANCESVILLE IN 47946 DR ROBERT KLITZMAN VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LIN MORRIZON TREASURER 1.0 0.0 X X 0 0 0 LINDA MURPHY SECRETARY 1.0 0.0 X X 0 0 0 SCOTT FRITZ CHAIRMAN 3.0 0.0 X X 0 0 0 JIM PIERROU BOARD MEMBER 1.0 0.0 X 0 0 0 LACY MCCARTY BOARD MEMBER 1.0 0.0 X 0 0 0 PATRICIA BAWCUM BOARD MEMBER 1.0 0.0 X 0 0 0 SHARON MCKINLEY EXECUTIVE DIRECTOR 50.0 0.0 X 119435 0 6698 STACEY WAYBERG FINANCE DIRECTOR/CFO 50.0 0.0 X 131790 0 6698 AMY HOWARD MDS DIRECTOR 45.0 0.0 X 101325 0 6698 SONIA BREWER MANNS DIRECTOR OF NURSING 45.0 0.0 X 123262 0 6698 475812 0 26792 4 false false false Health Care Therapy Services Inc 1411 E County Rd Suite A Greenwood IN 46142 Therapy Services 545218 Gordon Food Service PO Box 8820 Chicago IL 606801029 Food Service 418647 The Merritt Search Group PO Box 32310 Columbus OH 43232 Staffing Agency 163080 In Touch Pharmaceuticals PO Box 2028 Warsaw IN 465812028 Pharmacy Supplier 157427 Shawnee Construction 7701 Opportunity Drive Fort Wayne IN 46825 Construction 152740 5 85513 85513 ENTRANCE FEE INCOME 623000 66260 66260 MAINTENANCE FEE INCOME 623000 65500 65500 OTHER OPERATING REVENUE 900099 52138 52138 RESIDENT SERVICE REVENUE 623000 10228961 10228961 0 0 0 0 10412859 10435 10435 140106 221132 -81026 0 -81026 -81026 0 8063 0 -8063 -8063 -8063 0 0 0 0 0 10419718 10331833 0 2372 X 3000 3000 209226 209226 6051185 5741893 309292 98002 98002 38580 19290 19290 128241 128241 1227609 1125932 101677 0 45486 45486 547612 502256 45356 29897 27421 2476 301405 276441 24964 173225 158878 14347 342150 313811 28339 272333 249777 22556 DIETARY 318768 318768 QUALITY ASSESSMENT FEE 179031 164203 14828 OTHER EXPENSES 168056 153888 14168 0 0 0 0 10133806 9055558 1078248 0 1527263 1914037 819849 1044208 0 0 0 0 50679 43609 188208 176395 12616863 7206840 5402019 5410023 0 0 29335 57153 8017353 8645425 1064487 1478475 2713519 2521089 0 0 689590 812045 2105266 2103413 6572862 6915022 X 1444491 1730403 1444491 1730403 8017353 8645425 285912 0 X false true X true false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 39131 1167627 76650 66160 85513 1435081 9226511 9465882 8035444 9677629 10412859 46818325 0 0 0 9265642 10633509 8112094 9743789 10498372 48253406 0 0 0 0 0 0 0 0 20875 0 92022 112897 0 0 20875 0 92022 112897 48140509 134010 145627 140892 129959 150541 701029 0 134010 145627 140892 129959 150541 701029 0 0 0 0 0 0 0 9399652 10779136 8252986 9873748 10648913 48954435 0.9834 0.9824 0.01 0.0171 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5141 0 784 220 198 5507 6297 -842 208 106 5141 5740 899 230 112 6297 5575 2 500 239 98 5740 4908 980 212 101 5575 1.0 0.0 0.0 true false 445698 445698 9225988 4834920 4391068 1297897 921048 376849 1647280 1450872 196408 5410023 Refundable Entrance Fees 1651778 Deferred Entrance Fees 451635 2103413 10640850 221132 221132 10419718 0 0 10419718 10354938 221132 221132 10133806 0 0 10133806 Schedule D, Part V, Line 3a(i) UNRELATED ORGANIZATION DONATION THE PULASKI COUNTY COMMUNITY FOUNDATION, INC. HOLDS THE ENDOWMENT FUND. Schedule D, Part X, Line 2 ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds TO SUPPORT THE ACTIVITY DEPARTMENT OF PULASKI HEALTH CARE CENTER. THE FUNDS ASSIST WITH OUTINGS, SUPPLIES AND ENTERTAINMENT FOR THE RESIDENTS THAT LIVE AT PULASKI HEALTH CARE CENTER. THE PERMANENT ENDOWMENT FUND IS USED TO CONTINUE THE MISSION OF PULASKI HEALTH FOUNDATION. THE TEMPORARILY RESTRICTED ENDOWMENT IS USED TO FURTHER THE MISSION OF PULASKI HEALTH FOUNDATION. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental Expenses - 221132 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 221132 A INDIANA FINANCE AUTHORITY 351602316 2013-09-30 4173000 PURCHASE OF FACILITY AND REFINANCING false false false A 1651911 0 4173000 0 0 0 0 0 0 4173000 0 2014 true false true true A false false false false 0.0 0.0 0.0 false false true A false false false false true false false false true A true Schedule K, Part I, Column (f) LINE A(F) REFUND (1) PRIOR ISSUE ISSUED 03/05/1997 AND (2) PRIOR ISSUE ISSUED 08/30/2013. Schedule K, Part II LINE 11 PROCEEDS USED TO REDEEM PRIOR ISSUES ON 09/30/2013. Form 990, Part III, Line 2 New program services PULASKI HEALTH FOUNDATION's NEW PROGRAM SERVICE SUPPORTS THE DEVELOPMENT OF CHILD CARE IN PULASKI COUNTY. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $) PULASKI HEALTH FOUNDATION'S GOAL TO RECEIVE AND MAINTAIN A FUND (OR FUNDS) OF REAL OR PERSONAL PROPERTY, OR BOTH, (WHICH ARE SUBJECT TO THE RESTRICTIONS AND LIMITATIONS THEREIN AFTER SET FORTH TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME FOR THE CONSTRUCTION, FURNISHING, EQUIPPING, IMPROVEMENT, REPAIR, OPERATION AND MAINTENANCE OF THE FACILITIES AND SERVICES OF HEALTH CARE ORGANIZATIONS OF PULASKI COUNTY) WAS MET BY THE PURCHASE OF PARKVIEW HAVEN, A CONTINUING CARE RETIREMENT COMMUNITY (CRCC) LOCATED IN FRANCESVILLE, INDIANA IN PULASKI COUNTY ON SEPTEMBER 1, 2013. PARKVIEW HAVEN WAS A NOT-FOR-PROFIT CHURCH BASED CCRC THAT SHARED MANY OF THE SAME GOALS AND MISSIONS OF PULASKI HEALTH FOUNDATION. THIS ACQUISITION WOULD FURTHER ADVANCE PULASKI HEALTH FOUNDATION'S MISSION TO CARE FOR AND IMPROVE LIFE AND HEALTH FOR THOSE WHO CAN NO LONGER DO SO FOR THEMSELVES, TO PROVIDE A HOME LIKE ENVIRONMENT WITH A FRIENDLY PLACE THAT ACTIVATES SELF-WORTH AND DIGNITY FOR THE SENIOR POPULATION AND TO PROVIDE SAFE, DECENT AND AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME SENIOR CITIZENS. Form 990, Part VI, Line 1a THE EXECUTIVE COMMITTEE GAVE VOTING RIGHTS TO THE ASSISTED LIVING COMMITTEE DUE TO THE MAJORITY OF ASSISTED LIVING COMMITTEE MEMBERS ALSO BEING BOARD MEMBERS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. THEN, A COPY OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUAL DISCLOSURE IS PROVIDED BY EACH OFFICER AND MEMBER OF THE BOARD, AS WELL AS THE EXECUTIVE DIRECTOR THROUGH THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRE. THE RESPONSES ARE MAINTAINED BY THE EXECUTIVE DIRECTOR. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR AND THE BOARD PRESIDENT REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, THEN THE PERSON WITH THE CONFLICT IS EXCLUDED FROM ANY DISCUSSION AND SUBSEQUENT ACTION TAKEN. ANY PURCHASES AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING SUCH PURCHASES. THE BOARD PRESIDENT ATTENDS THE BOARD MEETINGS AND ENSURES THAT COMPLIANCE WITH THESE GUIDELINES ARE FOLLOWED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR INCLUDES A REVIEW AND APPROVAL BY THE BOARD CHAIRMAN AND VICE CHAIRMAN, WHO ARE BOTH INDEPENDENT. THE CHAIRMAN AND VICE CHAIRMAN USE MCKNIGHT'S CAREER GUIDE, LEADINGAGE AND LEADINGAGE INDIANA, THE NATIONAL AND STATE ASSOCIATION FOR NON PROFIT AGING SERVICE COMMUNITIES' NURSING HOME SALARY AND BENEFITS REPORT. THE MYERS AND STAUFFER LC LONG-TERM CARE COMPENSATION REPORT IS ALSO REFERENCED AS PART OF THE DECISION PROCESS. ONCE THE CHAIRMAN AND VICE CHAIRMAN DETERMINE THE COMPENSATION AMOUNT, THEY REPORT THEIR FINDINGS AND DECISION TO THE FULL BOARD OF DIRECTORS. COMPENSATION FOR SHARON MCKINLEY WAS LAST REVIEWED ON JULY 6, 2014. The next review is scheduled for Sharon McKinley in 2024. Form 990, Part VI, Line 19 Required documents available to the public A COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A COMPENSATION PAID BY THE FOUNDATION IS REIMBURSED BY PULASKI MEMORIAL HOSPITAL. Form 990, Part IX, Line 11g Other Fees Professional services - Total Expense: 1227609, Program Service Expense: 1125932, Management and General Expenses: 101677, Fundraising Expenses: 0;