2025-10-03T16:43:09+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 237125454 Pulaski Health Foundation Inc PULA 5745955002 101 Constitution Drive A Francesville IN 47946 Stacey Wayberg Finance Director 2195672172 2025-10-03 true true Nicole Fishback P01279475 3173834000 2025-11-15 2024 2025-03-06 01:10:19Z Sharon McKinley 101 Constitution Drive A Francesville IN 47946 12528119 false X WWW.PULASKIHEALTHFOUNDATION.COM X 1959 IN PULASKI HEALTH FOUNDATION IS DEDICATED TO ENHANCING THE LIVES OF OLDER ADULTS THROUGHQUALITY HEALTH CARE. 6 6 218 142 0 85513 107324 10412859 12224834 2372 26637 -81026 -92115 10419718 12266680 3000 0 0 6260411 6657316 0 0 3870395 4746300 10133806 11403616 285912 863064 8645425 8575745 6915022 5982278 1730403 2593467 TO IMPROVE OUR COMMUNITY THROUGH HEALTH AND WELLNESS false false 9948506 12132719 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. IN 2024, A 10 BED MEMORY CARE UNIT WAS DEVELOPED AND OPENED AT PULASKI HEALTH CARE CENTER. THIS SPECIALIZED UNIT EXPANDS THE HEALTH CARE SERVICE LINE OFFERED TO OUR COMMUNITY. THE 10 MEMORY CARE BEDS ARE INCLUSIVE OF THE ORIGINAL 58 BEDS OF THE FACILITY. 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, BINKLEY 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. 9948506 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 false true 70 0 true 218 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false false true true true true true true true false false false IN X Stacey Wayberg 2195672172 101 CONSTITUTION DRIVE STE A FRANCESVILLE IN 47946 X 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 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 / INTERIM SECRETARY 50.0 0.0 X 126160 0 2268 STACEY WAYBERG FINANCE DIRECTOR/CFO 50.0 0.0 X 132456 0 2544 Max Jones Administrator 60.0 0.0 X 141000 0 0 399616 0 4812 3 false false false Gordon Food Service PO Box 8820 Chicago IL 606801029 Food Service 457655 Health Care Therapy Services Inc 1411 E County Rd Suite A Greenwood IN 46142 Therapy Services 443788 The Merritt Search Group PO Box 32310 Columbus OH 43232 Staffing Agency 201297 In Touch Pharmaceuticals PO Box 2028 Warsaw IN 465812028 Pharmacy Supplier 182565 Favorites 9800 Metcalf Ave 4th floor Overland Park KS 66212 Agency Nursing Company 116257 5 107324 107324 ENTRANCE FEE INCOME 623000 22936 22936 MAINTENANCE FEE INCOME 623000 68738 68738 OTHER OPERATING REVENUE 900099 59952 59952 RESIDENT SERVICE REVENUE 623000 12073208 12073208 0 0 0 0 12224834 48782 48782 147179 239294 -92115 0 -92115 -92115 22145 0 -22145 -22145 -22145 0 0 0 0 0 0 12266680 12132719 0 26637 X 209428 0 209428 0 6447888 6126907 320981 327853 327853 40145 20072 20073 200713 200713 1649041 1517657 131384 0 73243 73243 578219 532150 46069 47337 43566 3771 281579 259145 22434 102267 94119 8148 338803 311810 26993 296519 272894 23625 DIETARY 380040 380040 OTHER EXPENSES 243203 217734 25469 QUALITY ASSESSMENT FEE 187338 172412 14926 0 0 0 0 11403616 9948506 1455110 0 1914037 1984987 1044208 968644 0 0 0 0 43609 43260 176395 171725 12897030 7526803 5410023 5370227 0 0 57153 36902 8645425 8575745 1478475 1163315 2521089 2339643 0 0 812045 346873 2103413 2132447 6915022 5982278 X 1730403 2593467 1730403 2593467 8645425 8575745 863064 0 X false true true false X 1167627 76650 66160 85513 107324 1503274 9465882 8035444 9677629 10412859 12224834 49816648 0 0 0 10633509 8112094 9743789 10498372 12332158 51319922 0 0 0 0 0 0 0 20875 0 92022 0 112897 0 20875 0 92022 0 112897 51207025 145627 140892 129959 150541 195961 762980 0 145627 140892 129959 150541 195961 762980 0 0 0 0 0 0 0 10779136 8252986 9873748 10648913 12528119 52082902 0.98318 0.98337 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5507 0 703 222 101 5887 5141 0 784 220 198 5507 6297 -842 208 106 5141 5740 899 230 112 6297 5575 2 500 239 98 5740 1.0 0.0 0.0 true false 454398 454398 9460495 5155398 4305097 1396303 890734 505569 1585834 1480671 105163 5370227 Federal Income Taxes Refundable Entrance Fees 1618653 Deferred Entrance Fees 513794 2132447 12505974 239294 239294 12266680 0 0 12266680 11642910 239294 239294 11403616 0 0 11403616 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 - 239294 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 239294 A INDIANA FINANCE AUTHORITY 351602316 2013-09-30 4173000 PURCHASE OF FACILITY AND REFINANCING false false false A 1833306 0 4173000 0 0 0 0 0 0 4173000 0 2014 true false true true A false false false true false false 0.0 0.0 0.0 false false 0 false true A false false false false true false 0 false false false 0 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 VI, Line 1a The Assisted Living Committee did not exist in 2024. 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 06/23/24. The next review is scheduled for Sharon McKinley in 2025. 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: 1649041, Program Service Expense: 1517657, Management and General Expenses: 131384, Fundraising Expenses: ;