2021-11-12T15:08:59-06:00 2020-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2020-01-01 237125454 Pulaski Health Foundation Inc % STACEY WAYBERG PULA 5745955002 624 EAST 13TH STREET Suite A WINAMAC IN 46996 SCOTT FRITZ PRESIDENT 5749463394 2021-11-15 true SCOTT FRITZ XXX-XX-XXXX NICOLE B FISHBACK P01279475 3173834000 2021-11-15 3 2020 2022-09-23 18:48:47Z X Pulaski Health Care Center SHARON MCKINLEY 101 CONSTITUTION DR FRANCESVILLE IN 47946 10779136 false X WWW.PULASKIHEALTHFOUNDATION.COM X 1959 IN PULASKI HEALTH FOUNDATION IS DEDICATED TO ENHANCING THE LIVES OF OLDER ADULTS THROUGH QUALITY HEALTH CARE. 8 8 255 130 0 0 39131 1167627 9226511 9465882 8581 -126747 -60247 -56926 9213976 10449836 0 0 0 0 5676754 5460767 0 0 0 4151575 3816500 9828329 9277267 -614353 1172569 8589120 9310067 6869287 6517665 1719833 2792402 X TO IMPROVE OUR COMMUNITY THROUGH HEALTH AND WELLNESS false false 7951441 9408956 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. 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. 7951441 true true false 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 X 17 0 255 true false false false false false false false false false true false false false X 8 8 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 X SHARON MCKINLEY EXECUTIVE DIRECTOR 56.0 0.0 X 120160 0 6002 STACEY WAYBERG FINANCE DIRECTOR/CFO 56.0 0.0 X 118885 0 6003 GLENN WAGNER ADMINISTRATOR 40.0 0.0 X 105561 0 6003 SCOTT FRITZ CHAIRMAN 3.0 0.0 X X 0 0 0 DR ROBERT KLITZMAN VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LIN MORRISON TREASURER 1.0 0.0 X X 0 0 0 LINDA MURPHY SECRETARY 1.0 0.0 X X 0 0 0 JIM PIERROU BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN GOBLE MEMBER AT LARGE 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 344606 0 18008 3 false false false GORDON FOOD SERVICE PO BOX 8820 CHICAGO IL 606801029 FOOD EQUIP. AND FOOD 354706 HEALTH CARE THERAPY SERVICES 1411 E COUNTY RD SUITE A GREENWOOD IN 46142 PT, OT, ST THERAPY 431497 INTOUCH PHARMACEUTICALS PO BOX 2028 WARSAW IN 465812028 PHARMACY SUPPLIER 182644 ONESTAFF MEDICAL LLC 11718 NICHOLAS ST SUITE 101 OMAHA NE 68154 NURSE AGENCY 129505 4 1101243 66384 18900 1167627 ENTRANCE FEE INCOME 623000 97566 97566 MAINTENANCE FEE INCOME 623000 54322 54322 OTHER OPERATING REVENUE 900099 779199 779199 RESIDENT SERVICE REVENUE 623000 8534795 8534795 9465882 5615 5615 0 0 140012 196938 -56926 0 -56926 -56926 0 132362 -132362 -132362 -132362 0 0 0 0 0 0 0 0 0 0 10449836 9408956 -126747 0 0 0 0 251050 251050 0 5209717 4938247 271470 0 0 0 361633 361633 27484 13742 13742 115981 115981 0 0 0 926958 838261 88697 24184 24184 505961 457547 48414 29813 26960 2853 0 284810 257558 27252 0 0 0 181912 164506 17406 0 391542 354077 37465 179597 162412 17185 QUALITY ASSESSMENT FEE 261052 236073 24979 DIETARY 279821 279821 OTHER 245752 222237 23515 9277267 7951441 1325826 0 0 0 1526503 2729018 0 0 718668 679303 0 0 0 0 27380 0 40108 74161 71161 90989 12025274 6294418 6199725 5730856 0 0 0 0 0 0 0 0 5575 5740 8589120 9310067 923018 893357 0 0 0 0 3234652 3072224 0 0 0 0 771387 745582 0 0 1940230 1806502 6869287 6517665 X 1619833 2792402 100000 0 1719833 2792402 8589120 9310067 1172569 -100000 X false true X true false X 39746 235766 46591 39131 1167627 1528861 938437 758322 537354 9226511 9465882 20926506 0 0 0 978183 994088 583945 9265642 10633509 22455367 0 0 0 22455367 13810 11309 116354 134010 145627 421110 0 13810 11309 116354 134010 145627 421110 0 0 991993 1005397 700299 9399652 10779136 22876477 0.98159 0.97787 0.01841 0.02213 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 5575 2 500 239 98 5740 4908 980 212 101 5575 5553 -331 209 105 4908 5139 778 267 97 5553 5006 486 243 110 5139 1.00000 true false 445698 445698 8640823 4061530 4579293 1233724 899634 334090 1705029 1333254 371775 5730856 0 REFUNDABLE ENTRANCE FEES 1523403 DEFERRED ENTRANCE FEES 283099 1806502 10646774 196938 196938 10449836 10449836 9474205 196938 196938 9277267 9277267 Schedule D, Part V, Line 3a(i) Unrelated organization donation: The Pulaski County Community Foundation, Inc. holds the endowment fund. SCHEDULE D, PART V, LINE 4 DESCRIPTION OF INTENDED USE 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 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 XI AND PART XII, LINE 2D OTHER ADJUSTMENTS: RENTAL EXPENSES: $ 196,938 A INDIANA FINANCE AUTHORITY 351602316 2013-09-30 4173000 PURCHASE OF FACILITY AND REFINANCI false false false A 1100776 0 4173000 0 0 0 0 0 0 0 4173000 0 2014 true false true true A false false true true false 0 false false false true A false true false false true false 0 false 0 false true A true - SCHEDULE K, PART I, 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 VI, SECTION A, 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, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. THEN, A COPY OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 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, SECTION B, LINE 15A DETERMINATION OF COMPENSATION: 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. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS: A COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART V AND PART VII COMPENSATION PAID BY THE FOUNDATION IS REIMBURSED BY PULASKI MEMORIAL HOSPITAL.