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Nonprofiteer
← ESKENAZI HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by ESKENAZI HEALTH FOUNDATION INC.

Totals

Total revenue
$19,052,109
Total expenses
$7,437,953
Contributions and grants received
$17,179,732
Grants paid
$3,582,170
Program service revenue
$0
Investment income
$1,872,377
Other revenue
$0
Total assets, end of year
$120,738,468
Total liabilities, end of year
$855,426
Net assets or fund balances, end of year
$119,883,042
Program services expenses (Part IX)
$3,778,107
Management and general expenses
$1,388,721
Fundraising expenses
$2,271,125
Program service expenses (Part III)
$3,778,107

Program services were 50.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dennis D Oklak

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • J Mark Howell

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Sharon Barner

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • William J McCarthy

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Alessandro Franchi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Alice Kingsbury Schloss

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrew T Bridge MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Barton Peterson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Benjamin A Pecar

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brad A Bostic

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Charlene A Barnette

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cherri D Hobgood MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Darrianne P Christian

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Deborah J Daniels

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John F Ackerman

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • John T Thompson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kevin P Hipskind

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • KIAMESHA-SYLVIA COLOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa E Harris MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • MANDY HESLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Myrta J Pulliam

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paul Babcock

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Lazard

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sandra Eskenazi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sherry D Davis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Thomas J Grande

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Thomas J Pence

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Virginia A Caine MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wayne Patrick

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ernest Vargo II

    President and CEO

    Total calculated
    $531,108
    From this org
    $0
    From related orgs
    $486,556
    Other
    $44,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $450,589 related
    Bonus
    $0
    Other
    $0 + $35,967 related
    Deferred
    $0 + $14,597 related
    Nontaxable benefits
    $0 + $29,955 related
    Filer's total
    $0 + $531,108 related

  • Julie Rowlas

    COO

    Total calculated
    $267,571
    From this org
    $0
    From related orgs
    $244,245
    Other
    $23,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $213,736 related
    Bonus
    $0
    Other
    $0 + $30,509 related
    Deferred
    $0 + $7,482 related
    Nontaxable benefits
    $0 + $15,844 related
    Filer's total
    $0 + $267,571 related

  • Ralph Everly

    CFO

    Total calculated
    $183,461
    From this org
    $0
    From related orgs
    $141,228
    Other
    $42,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $140,723 related
    Bonus
    $0
    Other
    $0 + $505 related
    Deferred
    $0 + $4,498 related
    Nontaxable benefits
    $0 + $37,735 related
    Filer's total
    $0 + $183,461 related

  • CAROL DINNEEN

    Senior Major Gifts Officer

    Total calculated
    $137,692
    From this org
    $0
    From related orgs
    $131,175
    Other
    $6,517
    Hours/week
    40

  • Michael Eikenberry

    Vice President, Major Gifts (beg July 2023)

    Total calculated
    $111,190
    From this org
    $0
    From related orgs
    $107,545
    Other
    $3,645
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
The President & CEO has a social club membership provided by Eskenazi Health Foundation. The club membership is not treated as taxable compensation to the individual because it is used for business purposes.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The organization has a supplemental nonqualified retirement plan for Ernest Vargo II (President and CEO). The organization contributed $36,390 to the plan during 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433139349303538

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