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Nonprofiteer
← ESKENAZI HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by ESKENAZI HEALTH FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 31 October 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total expenses
$6,322,173 changed to $6,326,263
Grants paid
$552,588 changed to $2,938,531
Program services expenses
$3,151,944 changed to $3,129,957
Management and general expenses
$1,314,200 changed to $1,340,277
Program service expenses (Part III)
$3,151,944 changed to $3,129,957

Totals

Total revenue
$12,466,218
Total expenses
$6,326,263
Contributions and grants received
$11,320,360
Grants paid
$2,938,531
Program service revenue
$0
Investment income
$1,174,466
Other revenue
-$28,608
Total assets, end of year
$100,329,189
Total liabilities, end of year
$959,878
Net assets or fund balances, end of year
$99,369,311
Program services expenses (Part IX)
$3,129,957
Management and general expenses
$1,340,277
Fundraising expenses
$1,856,029
Program service expenses (Part III)
$3,129,957

Program services were 49.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $136,276

  • 1d · Related organizations

    $2,448,932

  • 1f · All other contributions, gifts and grants

    $8,735,152

  • 1g · Noncash contributions included above

    $463,701

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,442,455 · excluded $2,442,455

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $26,358,171

  • 7b · Less cost or other basis and sales expenses

    securities $27,626,160

  • 7c · Gain or loss

    securities -$1,267,989 · other assets $0

  • 7d · Net gain or loss

    total -$1,267,989 · excluded -$1,267,989

  • 8a · Fundraising events: gross income

    $66,264

  • 8a · Fundraising events: contributions included on line 1c

    $136,276

  • 8b · Fundraising events: direct expenses

    $94,872

  • 8c · Net income from fundraising events

    total -$28,608 · excluded -$28,608

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,938,531 · program services $2,938,531

  • 7 · Other salaries and wages

    total $1,647,499 · program services $163,658 · management and general $597,706 · fundraising $886,135

  • 9 · Other employee benefits

    total $280,097 · program services $27,768 · management and general $96,344 · fundraising $155,985

  • 10 · Payroll taxes

    total $5,161 · management and general $5,161

  • 11b · Fees: legal

    total $35,595 · management and general $35,595

  • 11c · Fees: accounting

    total $91,685 · management and general $91,685

  • 11f · Fees: investment management

    total $161,340 · management and general $161,340

  • 11g · Fees: other

    total $490,885 · program services $0 · management and general $2,226 · fundraising $488,659

  • 12 · Advertising and promotion

    total $348,696 · management and general $112,236 · fundraising $236,460

  • 13 · Office expenses

    total $36,468 · management and general $17,480 · fundraising $18,988

  • 14 · Information technology

    total $77,327 · management and general $39,472 · fundraising $37,855

  • 16 · Occupancy

    total $325 · management and general $325

  • 17 · Travel

    total $46,954 · management and general $46,954

  • 22 · Depreciation, depletion and amortization

    total $15,327 · management and general $6,127 · fundraising $9,200

  • 23 · Insurance

    total $15,932 · management and general $15,932

  • 24a · Other expenses: Stewardship/Donor Appreciation

    total $25,187 · management and general $20,602 · fundraising $4,585

  • 24b · Other expenses: Meals

    total $70,604 · management and general $52,442 · fundraising $18,162

  • 24c · Other expenses: Professional Development

    total $7,091 · management and general $7,091

  • 24d · Other expenses: Program Activities and Supplies

    total $28,427 · management and general $28,427

  • 24e · All other expenses

    total $3,132 · program services $0 · management and general $3,132 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,230,781 · end of year $5,924,792

  • 3 · Pledges and grants receivable

    beginning of year $15,772,506 · end of year $18,912,911

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,964 · end of year $44,246

  • 10a · Land, buildings and equipment: cost or other basis

    $147,438

  • 10b · Land, buildings and equipment: accumulated depreciation

    $72,809

  • 10c · Land, buildings and equipment, net

    beginning of year $57,056 · end of year $74,629

  • 11 · Investments: publicly traded securities

    beginning of year $70,418,454 · end of year $60,967,708

  • 12 · Investments: other securities

    beginning of year $10,913,455 · end of year $11,614,241

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,401,946 · end of year $2,790,662

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,544,565 · end of year $959,878

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $49,038,518 · end of year $40,294,727

  • 28 · Net assets with donor restrictions

    beginning of year $57,251,079 · end of year $59,074,584

Mission and programs · 2022

Mission

Eskenazi Health Foundation inspires, energizes and promotes a vital, healthy Indianapolis community by providing strategic guidance and philanthropic resources to Eskenazi Health.

  • THE FOUNDATION IS RESPONSIBLE FOR THE ONGOING FUNDRAISING EFFORTS THAT BENEFIT HEALTH AND HOSPITAL CORPORATION OF MARION COUNTY, INC. WHICH OPERATES ESKENAZI HEALTH. AS SUCH, THE MOST SIGNIFICANT PROGRAM OF THE FOUNDATION IS THE DISTRIBUTION OF FUNDS FOR PROGRAMS THAT SUPPORT ESKENAZI HEALTH'S MISSION OF EXCEPTIONAL CARE. SUCH PROGRAMS INCLUDE THE PALLIATIVE CARE PROGRAM, SENIOR CARE PROGRAM, PRESCRIPTION FOR HOPE (A PROGRAM AIMED AT REDUCING THE THREAT OF REPEATED VIOLENT PERSONAL INJURY AND HELPING FAMILIES WHO HAVE EXPERIENCED VIOLENCE RELATED INJURY MAKE LIFE CHANGING AND LIFE SAVING CHOICES), AND THE GREGORY S. FEHRIBACH CENTER (AN INTERNSHIP PROGRAM AIMED AT PROVIDING CAREER OPPORTUNITIES FOR STUDENTS WITH PHYSICAL DISABILITIES).

    Expenses $2,982,075 · Grants $2,790,649

  • THE FOUNDATION MANAGES THE GEORGE H. RAWLS, MD SCHOLARSHIP FUND WHICH PROVIDES TUITION AND FEES FOR MINORITY STUDENTS TO STUDY AT THE INDIANA UNIVERSITY SCHOOL OF MEDICINE.

    Expenses $147,882 · Grants $147,882

As filed on the 2022 return.

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

  • Frank M Basile

    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

  • Lisa E Harris MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Myrta J Pulliam

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Nanette Wiseman

    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

  • Carol Dinneen

    Senior Major Gifts Officer (beg April 2022)

    Total calculated
    $119,284
    From this org
    $0
    From related orgs
    $113,067
    Other
    $6,217
    Hours/week
    40

  • Ernest Vargo II

    President and CEO

    Total calculated
    $513,305
    From this org
    $0
    From related orgs
    $470,845
    Other
    $42,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $438,091 related
    Bonus
    $0
    Other
    $0 + $32,754 related
    Deferred
    $0 + $14,193 related
    Nontaxable benefits
    $0 + $28,267 related
    Filer's total
    $0 + $513,305 related

  • Julie Rowlas

    COO

    Total calculated
    $247,304
    From this org
    $0
    From related orgs
    $225,497
    Other
    $21,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $198,029 related
    Bonus
    $0
    Other
    $0 + $27,468 related
    Deferred
    $0 + $6,909 related
    Nontaxable benefits
    $0 + $14,898 related
    Filer's total
    $0 + $247,304 related

  • Ralph Everly

    CFO

    Total calculated
    $172,570
    From this org
    $0
    From related orgs
    $131,547
    Other
    $41,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $131,301 related
    Bonus
    $0
    Other
    $0 + $246 related
    Deferred
    $0 + $4,232 related
    Nontaxable benefits
    $0 + $36,791 related
    Filer's total
    $0 + $172,570 related

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 $37,456 to the plan during 2022.

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.

  • HEALTH AND HOSPITAL CORPORATION

    501(c)(1) · HEALTH CARE · IN

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349309968

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