OAKLAWN PSYCHIATRIC CENTER INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAWN PSYCHIATRIC CENTER INC (EIN 35-1070041)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-09
- IRS object ID
- 202011009349300226
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-09T12:04:51-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MERIDIAN ST SUITE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351070041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAWN PSYCHIATRIC CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKL | BusinessNameControlTxt |
| Phone | 5745331234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LAKEVIEW DR | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE N NAFZIGER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5745331234 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGOT BURKE | PreparerPersonNm |
| PTIN | P01588992 | PTIN |
| Phone | 3176334705 | PhoneNum |
| Preparation | 2020-04-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.227.233.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-09 | IPDt |
| IP Tm | 11:33:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF253C16AA79457DBB141110F0942FA5491417DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURIE N NAFZIGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LAKEVIEW DR | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,422,884 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKLAWN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TREATING THE WHOLE PERSON - MIND, BODY AND SPIRIT - IN ELKHART AND ST. JOSEPH COUNTIES, INDIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1195 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,295,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,442,830 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,889,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,494,984 | CYProgramServiceRevenueAmt |
| PY Investment Income | $441,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $534,938 | CYInvestmentIncomeAmt |
| PY Other Revenue | $931,533 | PYOtherRevenueAmt |
| CY Other Revenue | $912,676 | CYOtherRevenueAmt |
| PY Total Revenue | $56,557,704 | PYTotalRevenueAmt |
| CY Total Revenue | $58,385,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $101,177 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $108,817 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,941,046 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,252,782 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $48,282 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,561,800 | PYOtherExpensesAmt |
| CY Other Expenses | $13,344,738 | CYOtherExpensesAmt |
| PY Total Expenses | $53,604,023 | PYTotalExpensesAmt |
| CY Total Expenses | $56,706,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,953,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,679,091 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,417,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,907,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,377,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,510,868 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,040,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,396,190 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WITH UNCOMMON EXPERTISE IN MENTAL HEALTH AND ADDICTIONS SERVICES, OAKLAWN JOINS WITH INDIVIDUALS, FAMILIES, AND OUR COMMUNITY ON THE JOURNEY TOWARD HEALTH AND WHOLENESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,023,427 | ExpenseAmt |
| Revenue | $25,746,143 | RevenueAmt |
| Desc | OUTPATIENT SERVICES - PROVIDED OVER 142,271 CLIENT SERVICE ENCOUNTERS OF GROUP THERAPY, MEDICATION MANAGEMENT, AND INDIVIDUAL THERAPY; PROVIDED 74,684 CLIENT SERVICE ENCOUNTERS OF CARE COORDINATION; PROVIDED 78,988 CLIENT SERVICE ENCOUNTERS OF SKILLS BUILDING IN PERSONAL CARE AND COMMUNITY LIVING; AND PROVIDED AN ADDITIONAL 32,597 ENCOUNTERS OF OTHER COMMUNITY-BASED SERVICES. IN SUMMARY, A TOTAL OF 21,500 CONSUMERS WERE SERVED IN THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,298,011 | ExpenseAmt |
| Grant | $108,817 | GrantAmt |
| Revenue | $16,301,350 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES - IN ADDITION TO THE BEHAVIORAL HEALTH SERVICES FOR THIS POPULATION, THE ORGANIZATION PROVIDED 32,015 DAYS OF CHILD & ADOLESCENT RESIDENTIAL CARE AND 4,217 DAYS OF THERAPEUTIC FOSTER CARE. ADDITIONALLY, ADULTS LIVING IN SUPERVISED GROUP LIVING ARRANGEMENTS ARE PROVIDED RESIDENTIAL SUPPORT SERVICES ALONG WITH THE NECESSARY PSYCHIATRIC AND SUBSTANCE ABUSE SERVICES. A TOTAL OF 40,377 DAYS WERE PROVIDED TO THIS SEGMENT OF THE ADULT POPULATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,317,202 | ExpenseAmt |
| Revenue | $3,360,167 | RevenueAmt |
| Desc | INPATIENT SERVICES - PROVIDED 4,794 INPATIENT DAYS OF PSYCHIATRIC AND SUBSTANCE ABUSE STABILIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,638,640 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1195 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH BARKMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5745331234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LAKEVIEW DR | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AUDRA MARK | ||||||||
| BOARD CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT SHREINER | ||||||||
| VICE CHAIR | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS KARAM | ||||||||
| BOARD TREASURER | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE YODER | ||||||||
| BOARD SECRETARY DEC'18-JUN'19 | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARION FULCE | ||||||||
| BOARD ASSISTANT SECRETARY | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADRIANA GARCIA BONTREGER | ||||||||
| BOARD MEMBER-TERM BEGAN JAN'19 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANILYN BROUWNER DAUB | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL CAMMENGA MD | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY CAPONIGRO | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ESLEEN FULTZ | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISH HANKILA | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN HOCHSTETLER | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH PATURAISKI | ||||||||
| BOARD MEMBER-TERM BEGAN JAN'19 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRYL RIEGSECKER | ||||||||
| BOARD MEMBER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY GREEN REEVES | ||||||||
| BOARD MEMBER-TERM BEGAN JAN'19 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SIEGEL | ||||||||
| BOARD MEMBER-TERM BEGAN JAN'19 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRI BURKS | ||||||||
| BOARD MEMBER JUL-DEC '18 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY ROGERS | ||||||||
| BOARD MEMBER JUL-DEC '18 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL WIENS | ||||||||
| BOARD TREASURER JUL-DEC '18 | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAY EVANS BALL | ||||||||
| BOARD SECRETARY JUL-DEC '18 | 0.30 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE NAFZIGER | ||||||||
| PRESIDENT/CEO | 40.00 | 1.00 | Yes (X) | $275,628 | $0 | $46,538 | ||
| JOSEPH BARKMAN | ||||||||
| CFO-TERM ENDED SEP'18 | 40.00 | 1.00 | Yes (X) | $107,064 | $0 | $25,424 | ||
| SUSAN HENRY | ||||||||
| CFO-TERM BEGAN NOV'18 | 40.00 | 1.00 | Yes (X) | $21,051 | $0 | $3,061 | ||
| GREGG NUSSBAUM | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $96,643 | $0 | $23,859 | ||
| DANIEL KINSEY MD | ||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $288,393 | $0 | $60,292 | Yes (X) | ||
| MICHAEL PLATT MD | ||||||||
| PSYCHIATRIST | 40.00 | 0.00 | $243,231 | $0 | $49,480 | Yes (X) | ||
| DAVID TAYLOR MD | ||||||||
| PSYCHIATRIST | 40.00 | 0.00 | $229,733 | $0 | $49,108 | Yes (X) | ||
| DOUGLAS JARVIS MD | ||||||||
| PSYCHIATRIST | 40.00 | 0.00 | $237,936 | $0 | $43,531 | Yes (X) | ||
| TIMOTHY MCFADDEN MD | ||||||||
| PSYCHIATRIST | 40.00 | 0.00 | $221,830 | $0 | $47,847 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,721,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $349,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAPLETRONICS COMPUTER INC | |||||
| 2116 WEST WILDEN AVENUE PO BOX 136 | GOSHEN | IN | 46527 | IT SERVICES | $1,016,155 |
| QUALIFACTS SYSTEMS INC | |||||
| PO BOX 4577 | CAROL STREAM | IL | 601974577 | EHR SERVICES | $516,594 |
| INDIANA FAMILY & SOCIAL SERVICES ADMINIS | |||||
| PO BOX 621007 | INDIANAPOLIS | IN | 462621007 | EHR SERVICES | $326,188 |
| INDIANA UNIVERSITY | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | PROGRAM EVALUATION SERVICES | $177,815 |
| ENTERPRISE FLEET MANAGEMENT | |||||
| PO BOX 800089 | KANSAS CITY | MO | 64180 | FLEET MANAGEMENT SERVICES | $171,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $386,319 | RelatedOrganizationsAmt |
| Government Grants | $11,908,461 | GovernmentGrantsAmt |
| All Other Contributions | $148,050 | AllOtherContributionsAmt |
| Total Contributions | $12,442,830 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 900099 | $40,753,457 | $40,753,457 |
| GOVERNMENT FUNDING | 900099 | $3,312,059 | $3,312,059 |
| OUTPATIENT CLINIC SERVICES | 900099 | $429,468 | $429,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,494,984 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $503,113 | TotalRevenueColumnAmt |
| Exclusion | $503,113 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $332,309 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $332,309 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,309 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $69,281 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $37,456 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $31,825 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,825 | TotalRevenueColumnAmt |
| Exclusion | $31,825 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEANINGFUL USE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $128,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,000 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $452,367 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $580,367 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,385,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,407,660 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $534,938 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,817 | TotalAmt |
| Program Services | $108,817 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,268 | TotalAmt |
| Management And General | $599,268 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,860,182 | TotalAmt |
| Program Services | $31,254,125 | ProgramServicesAmt |
| Management And General | $3,606,057 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,540 | TotalAmt |
| Program Services | $376,946 | ProgramServicesAmt |
| Management And General | $47,594 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,887,805 | TotalAmt |
| Program Services | $4,339,843 | ProgramServicesAmt |
| Management And General | $547,962 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,480,987 | TotalAmt |
| Program Services | $2,202,849 | ProgramServicesAmt |
| Management And General | $278,138 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,140 | TotalAmt |
| Program Services | $20,289 | ProgramServicesAmt |
| Management And General | $13,851 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,962,637 | TotalAmt |
| Program Services | $2,354,940 | ProgramServicesAmt |
| Management And General | $1,606,662 | ManagementAndGeneralAmt |
| Fundraising | $1,035 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,740 | TotalAmt |
| Program Services | $46,966 | ProgramServicesAmt |
| Management And General | $24,774 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,652 | TotalAmt |
| Program Services | $1,202,941 | ProgramServicesAmt |
| Management And General | $311,875 | ManagementAndGeneralAmt |
| Fundraising | $37,836 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,802 | TotalAmt |
| Program Services | $705,899 | ProgramServicesAmt |
| Management And General | $716,089 | ManagementAndGeneralAmt |
| Fundraising | $7,814 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,853 | TotalAmt |
| Program Services | $397,287 | ProgramServicesAmt |
| Management And General | $209,566 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,879 | TotalAmt |
| Program Services | $359,333 | ProgramServicesAmt |
| Management And General | $189,546 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,955 | TotalAmt |
| Program Services | $356,069 | ProgramServicesAmt |
| Management And General | $39,765 | ManagementAndGeneralAmt |
| Fundraising | $1,121 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,701 | TotalAmt |
| Program Services | $919,433 | ProgramServicesAmt |
| Management And General | $108,792 | ManagementAndGeneralAmt |
| Fundraising | $476 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,436 | TotalAmt |
| Program Services | $473,610 | ProgramServicesAmt |
| Management And General | $249,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HOSPITAL ASSESSMENT FEE | $1,628,953 | $1,628,953 | |
| FOOD SUPPLIES | $656,576 | $429,839 | $226,737 |
| MEDICATION SUPPLIES | $225,445 | $147,591 | $77,854 |
| PATIENT CARE SUPPLIES | $136,767 | $89,537 | $47,230 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,202 | TotalAmt |
| Program Services | $223,373 | ProgramServicesAmt |
| Management And General | $117,829 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,706,337 | TotalAmt |
| Program Services | $47,638,640 | ProgramServicesAmt |
| Management And General | $9,019,415 | ManagementAndGeneralAmt |
| Fundraising | $48,282 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,747 | BOYAmt |
| EOY | $5,530 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,314,665 | BOYAmt |
| EOY | $9,254,594 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455,665 | BOYAmt |
| EOY | $4,474,432 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,357 | BOYAmt |
| EOY | $3,121,005 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,256 | BOYAmt |
| EOY | $587,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,567,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,139,647 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,742,318 | BOYAmt |
| EOY | $11,427,634 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,305,023 | BOYAmt |
| EOY | $15,110,832 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,373 | BOYAmt |
| EOY | $925,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,417,404 | BOYAmt |
| EOY | $44,907,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,860,256 | BOYAmt |
| EOY | $4,299,668 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,075 | BOYAmt |
| EOY | $6,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,421 | BOYAmt |
| EOY | $883,230 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,519,550 | BOYAmt |
| EOY | $8,048,272 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,726 | BOYAmt |
| EOY | $1,153,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,208 | BOYAmt |
| EOY | $2,119,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,377,236 | BOYAmt |
| EOY | $16,510,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,040,168 | BOYAmt |
| EOY | $28,396,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,040,168 | BOYAmt |
| EOY | $28,396,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,417,404 | BOYAmt |
| EOY | $44,907,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,679,091 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $210,944 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$534,013 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,595,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,523,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,442,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,820,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,765,600 | CurrentTaxYearAmt |
| Total | $43,146,745 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,331,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,604,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,006,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,488,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,075,351 | CurrentTaxYearAmt |
| Total | $213,506,381 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,179,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,223,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,358,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,474,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,677,230 | CurrentTaxYearAmt |
| Total | $16,913,014 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,106,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,351,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,806,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,783,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,518,181 | CurrentTaxYearAmt |
| Total | $273,566,140 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,670,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,613,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,746,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,402,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,113,748 | CurrentTaxYearAmt |
| Total | $9,546,868 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,670,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,613,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,746,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,402,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,113,748 | CurrentTaxYearAmt |
| Total | $9,546,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $264,019,272 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $717,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $835,422 | CurrentTaxYearAmt |
| Total | $3,271,218 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $717,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $835,422 | CurrentTaxYearAmt |
| Total | $3,271,218 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76 | CurrentTaxYearMinus1YearAmt |
| Total | $3,195 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,546,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,863,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,523,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,552,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,353,603 | CurrentTaxYearAmt |
| Total | $276,840,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95620 | PublicSupportPY509Pct |
| Investment Income CY | 0.01180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER OPERATING REVENUE - 2014 AMOUNT: $ 1,788. 2015 AMOUNT: $ 1,227. 2016 AMOUNT: $ 104. 2017 AMOUNT: $ 76. 2018 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,461 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,461 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF MEMBERSHIP DUES PAID TO INDIANA COUNCIL OF COMMUNITY MENTAL HEALTH CENTERS (ICCMHC) AND INDIANA ASSOCIATION OF RESIDENTIAL CHILD CARE AGENCIES (IARCCA) WERE ATTRIBUTED TO LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $855,638 | OtherCostOrOtherBasisAmt |
| Book Value | $855,638 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,646,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,107,974 | DepreciationAmt |
| Book Value | $8,538,958 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,063,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,031,673 | DepreciationAmt |
| Book Value | $2,032,241 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $797 | OtherCostOrOtherBasisAmt |
| Book Value | $797 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,427,634 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED INCOME BONDS | Desc |
| Book Value | $15,110,832 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,110,832 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CLIENT HELD FUNDS | $143,453 |
| ESTIMATED THIRD-PARTY PAYOR SETTLEM | $1,531,368 |
| OTHER CURRENT LIABILITIES | $6,625 |
| BOND INTEREST SWAP | $438,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,119,709 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 SUPERSEDED BY FASB CODIFICATION ASC 740: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY OPC AND AFFILIATES AND RECOGNIZE A TAX LIABILITY IF OPC AND AFFILIATES HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY OPC AND AFFILIATES, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. OPC AND AFFILIATES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE TO INDIVIDUALS AND FAMILIES FOR VARIOUS NEEDS THROUGH RESIDENT | GrantTypeTxt |
| Recipient | 323 | RecipientCnt |
| Cash Grant | $108,817 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 1. THE CONTROLLER AND ACCOUNTING MANAGER MONITOR ALL GRANT ACTIVITIES AND FOLLOW UP ON ANY ISSUES. 2. ALL DISBURSEMENTS ARE APPROVED BY THE CONTROLLER OR ACCOUNTING MANAGER THROUGH OUR NORMAL INTERNAL CONTROL SYSTEM FOR DISBURSEMENTS. 3. ALL BILLINGS ARE REVIEWED AND APPROVED BY THE CONTROLLER OR ACCOUNTING MANAGER. 4. ALL RECEIPTS FOR GRANTS ARE REVIEWED BY THE CONTROLLER OR ACCOUNTING MANAGER AND RECEIVED BY OPC THROUGH OUR NORMAL INTERNAL CONTROL SYSTEM FOR RECEIPTS. 5. THE CONTROLLER AND ACCOUNTING MANAGER ALSO PREPARE FOR AND COORDINATE ALL AUDITS FOR ANY GRANT PROGRAM - FEDERAL, STATE, LOCAL OR OUR CPA FIRM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURIE NAFZIGER | ||||||||||||||
| PRESIDENT/CEO | $257,275 | $0 | $0 | $0 | $18,353 | $0 | $4,431 | $0 | $42,107 | $0 | $322,166 | $0 | $0 | $0 |
| DANIEL KINSEY MD | ||||||||||||||
| MEDICAL DIRECTOR | $236,814 | $0 | $51,349 | $0 | $230 | $0 | $6,652 | $0 | $53,640 | $0 | $348,685 | $0 | $0 | $0 |
| MICHAEL PLATT MD | ||||||||||||||
| PSYCHIATRIST | $204,730 | $0 | $38,389 | $0 | $112 | $0 | $6,200 | $0 | $43,280 | $0 | $292,711 | $0 | $0 | $0 |
| DAVID TAYLOR MD | ||||||||||||||
| PSYCHIATRIST | $203,471 | $0 | $26,262 | $0 | $0 | $0 | $6,349 | $0 | $42,759 | $0 | $278,841 | $0 | $0 | $0 |
| DOUGLAS JARVIS MD | ||||||||||||||
| PSYCHIATRIST | $213,679 | $0 | $24,257 | $0 | $0 | $0 | $6,475 | $0 | $37,056 | $0 | $281,467 | $0 | $0 | $0 |
| TIMOTHY MCFADDEN MD | ||||||||||||||
| PSYCHIATRIST | $205,718 | $0 | $16,112 | $0 | $0 | $0 | $6,412 | $0 | $41,435 | $0 | $269,677 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL AUTHORITY OF ELKHART COUNTY INDIANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351657690 | BondIssuerEIN |
| Bond Issued | 2018-08-31 | BondIssuedDt |
| Issue Price | $8,495,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $8,495,000 | TotalProceedsAmt |
| Other Spent Proceeds | $8,495,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, BOND ISSUE, ROW A, COLUMN F | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF PURPOSE: THE ISSUE WAS TO REFINANCE PREVIOUSLY ISSUED "ADJUSTABLE RATE DEMAND REVENUE REFUNDING AND IMPROVEMENT BONDS, SERIES 2013". | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V BELOW | RelationshipDescriptionTxt |
| Transaction | $7,167,150 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF INTERESTED PERSON: EVERENCE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: THE PRESIDENT OF EVERENCE, KEN HOCHSTETLER, SERVED AS A BOARD MEMBER FOR OAKLAWN PSYCHIATRIC CENTER, INC. (C) AMOUNT OF TRANSACTION: $7,167,150(D) DESCRIPTION OF TRANSACTION: EVERENCE ADMINISTERS THE EMPLOYEE HEALTH INSURANCE PLAN FOR OAKLAWN PSYCHIATRIC CENTER, INC. AND IS THE INVESTMENT ADVISOR FOR ITS 403B RETIREMENT PLAN. TRANSACTION AMOUNT IS FOR INSURANCE PREMIUMS PAID. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | IN ADDITION TO ALL VOLUNTEER BOARD OF DIRECTORS, THE ORGANIZATION IS SUPPORTED BY MORE THAN 52 ACTIVE VOLUNTEERS WHO SERVE IN A VARIETY OF SUPPORT SERVICES. DURING THE FISCAL YEAR OVER 3,200 HOURS OF SERVICE WERE GIVEN BY THESE VOLUNTEERS. |
| FORM 990, PART VI, SECTION A, LINE 1 | DELEGATED AUTHORITY: PER THE BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO ACT ON THE FULL BOARD'S BEHALF. THE FULL BOARD MEETS QUARTERLY AND THE EXECUTIVE COMMITTEE GENERALLY MEETS AN ADDITIONAL FOUR TIMES ON ALTERNATE MONTHS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING CHANGES WERE MADE TO THE ORGANIZATION'S ORGANIZATIONAL DOCUMENTS DURING THE FISCAL YEAR: 1) THE NUMBER OF DIRECTORS SHALL CONSIST OF NOT LESS THAN FIFTEEN MEMBERS AND NOT MORE THAN EIGHTEEN. 2) THE PORTION OF OAKLAWN PSYCHIATRIC CENTER'S BOARD OF DIRECTORS APPOINTED BY MENNONITE HEALTH SERVICES DECREASED FROM 100% TO 49%. ONE POSITION IS DETERMINED BY THE ELKHART COUNTY BOARD OF COMMISSIONERS. THE REMAINDER OF THE DIRECTORS IS SELECTED BY OAKLAWN PSYCHIATRIC CENTER'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS: 49% OF VOTING MEMBERS ARE SELECTED BY THE SPONSORING ORGANIZATION, MENNONITE HEALTH SERVICES ALLIANCE, AS PROVIDED IN THE BY-LAWS AND ARTICLES OF INCORPORATION OF OAKLAWN PSYCHIATRIC CENTER, INC. ONE POSITION IS SELECTED BY THE ELKHART COUNTY BOARD OF COMMISSIONERS. THE REMAINDER OF THE BOARD OF DIRECTORS IS SELECTED BY OAKLAWN PSYCHIATRIC CENTER, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW BY THE ORGANIZATION'S SENIOR MANAGEMENT AND CHIEF EXECUTIVE OFFICER. THE GOVERNING BODY RECEIVES A COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST COMPLIANCE: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. OAKLAWN STAFF, BOARD MEMBERS, VOLUNTEERS AND AGENTS SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS TOUCHING UPON THEIR DUTY TO OAKLAWN AND ITS PROPERTY, AND SHALL FULLY DISCLOSE ANY CONFLICT OF INTEREST. ANNUALLY, BOARD MEMBERS SIGN THAT THEY WILL ABIDE BY THE POLICY AND DECLARE ANY CONFLICT OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION OR ITS RELATED ORGANIZATIONS, AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING COMPENSATION: TOP OFFICIAL: THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION PACKAGE PROVIDED TO THE PRESIDENT & CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE COMPENSATION REVIEW INCLUDES A MARKET ANALYSIS STUDY AND A PERFORMANCE REVIEW. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES. OTHER OFFICERS: THE ORGANIZATION ANNUALLY PARTICIPATES IN SEVERAL MARKET SURVEYS. MANAGEMENT COMPARES COMPENSATION LEVELS OF LIKE POSITIONS AND STRIVES TO ADJUST THE ORGANIZATION'S COMPENSATION PACKAGES FOR LIKE POSITIONS TO FALL WITHIN THE RANGE OF THE MARKET WITH A GOAL TO BE COMPETITIVELY PLACED BETWEEN THE 50TH AND 75TH PERCENTILE OF THE MARKET RANGE. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE TO THE PUBLIC: COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST. IN ADDITION, THE ORGANIZATION IS ACCREDITED BY THE JOINT COMMISSION; MEETING THE REQUIREMENTS FOR THE BEHAVIORAL HEALTH CARE ACCREDITATION PROCESS. ALSO, THE ORGANIZATION IS CERTIFIED BY THE STATE OF INDIANA FAMILY AND SOCIAL SERVICES ADMINISTRATION, DIVISION OF MENTAL HEALTH AND ADDICTIONS, AS AN INDIANA COMMUNITY MENTAL HEALTH CENTER (CMHC). ACCORDINGLY, GOVERNING DOCUMENTS ARE REVIEWED AND REGULARLY PROVIDED TO THESE AND OTHER PUBLIC BODIES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN DERIVATIVE -423,563. LOSS ON BOND DEFEASANCE -110,450. |
| FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENNONITE HEALTH SERVICES | |||||||||||
| 1112 N MAIN STREET | GOSHEN | IN | 46528 | 231421919 | HEALTH AND HUMAN SERVICE MINISTRIES | IN | 501(C)(3) | LINE 11 | N/A | 0 | |
| OAKLAWN FOUNDATION FOR MENTAL HEALTH | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 356060037 | FUNDRAISING/MENTAL HEALTH PROMOTION | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| OAKLAWN CMHC | |||||||||||
| 330 LAKEVIEW DR PO BOX 809 | GOSHEN | IN | 46527 | 237317957 | HEALTHCARE | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| SIMADON CORPORATION | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 208473080 | HUD HOUSING | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| MADISON RESIDENTIAL SERVICES INC | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 311135587 | HUD HOUSING | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| RIVERSIDE CORPORATION | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 351875879 | HUD HOUSING | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| OAKLAWN ESTATES APARTMENTS INC | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 383646840 | HUD HOUSING | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| OAKLAWN APARTMENTS INC | |||||||||||
| PO BOX 809 | GOSHEN | IN | 46527 | 311009857 | HUD HOUSING | IN | 501(C)(3) | LINE 7 | Yes (1) | OPC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAWN FOUNDATION FOR MENTAL HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $386,319 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |