Form 990 for tax year 2023
Filed by IHA HOSPITAL ASSISTANCE FOUNDATION INC.
Totals
- Total revenue
- $3,617,475
- Total expenses
- $2,318,553
- Contributions and grants received
- $3,597,151
- Grants paid
- $2,279,437
- Program service revenue
- $0
- Investment income
- $20,324
- Other revenue
- $0
- Total assets, end of year
- $2,534,639
- Total liabilities, end of year
- $1,196,430
- Net assets or fund balances, end of year
- $1,338,209
- Program services expenses (Part IX)
- $2,279,437
- Management and general expenses
- $39,116
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,279,437
Program services were 98.3% 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.
-
1f · All other contributions, gifts and grants
$3,597,151
-
3 · Investment income
total $10,465 · excluded $10,465
-
7a · Gross sales of assets other than inventory
securities $9,859
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $9,859
-
7d · Net gain or loss
total $9,859 · excluded $9,859
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,279,437 · program services $2,279,437
-
24e · All other expenses
total $39,116 · management and general $39,116
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $271,782 · end of year $1,028,625
-
11 · Investments: publicly traded securities
end of year $1,506,014
-
25 · Other liabilities
beginning of year $268,789 · end of year $1,196,430
-
27 · Net assets without donor restrictions
beginning of year $2,993 · end of year $848,028
-
28 · Net assets with donor restrictions
end of year $490,181
Mission and programs · 2023
Mission
PROVIDING FINANCIAL ASSISTANCE TO INDIANA HOSPITALS TO HELP ADDRESS THE FINANCIAL DIFFICULTIES ATTRIBUTABLE TO THE PROVISION OF UNDERCOMPENSATED OR CHARITY HEALTH CARE, THEREBY ENABLING HOSPITALS TO BETTER SERVE THE NEEDS OF THEIR COMMUNITIES, TO BETTER PROVIDE RELIEF FROM SICKNESS OR DISEASE, AND TO LESSEN THE BURDENS OF GOVERNMENT.
Activities or mission (Part I)
PROVIDE FINANCIAL ASSISTANCE TO INDIANA HOSPITALS ATTRIBUTABLE TO UNDERCOMPENSATED OR CHARITY HEALTH CARE.
-
THE IHA HOSPITAL ASSISTANCE FOUNDATION'S (THE FOUNDATION) PROGRAM SERVICE ACCOMPLISHMENTS IMPROVE ACCESS TO QUALITY HEALTH CARE FOR THE PEOPLE OF INDIANA AND PROVIDE FINANCIAL ASSISTANCE TO QUALIFYING INDIANA HOSPITALS TO ADDRESS DIFFICULTIES RELATED TO UNDERCOMPENSATED AND CHARITY HEALTH CARE THROUGH SUPPORTING THE ACTIVITIES OF INDIANA HOSPITAL ASSOCIATION. THE FOUNDATION INITIATED AND CARRIED ON PROGRAMS TO SUPPORT THE IMPROVEMENT OF THE CARE AND TREATMENT OF INDIANA HOSPITAL PATIENTS AND ENSURE ACCESS TO SUCH CARE AND TREATMENT FOR THE GENERAL PUBLIC THAT USE INDIANA HOSPITALS. THE FOUNDATION'S MAIN PROGRAM IS TO LESSEN THE BURDENS OF INDIANA HOSPITALS RESULTING FROM THE INDIANA MEDICAID PROGRAM.
Expenses $2,279,437 · Grants $2,279,437
-
THE INDIANA MEDICAID PROGRAM IS A SIGNIFICANT CAUSE OF FINANCIAL DISTRESS AFFECTING INDIANA HOSPITALS, THEIR COMMUNITIES, AND THEIR PATIENTS NOT ONLY BECAUSE THE MAJORITY OF INDIANA HOSPITALS RECEIVE LESS THAN THEIR COST TO TREAT MEDICAID RECIPIENTS BUT ALSO BECAUSE OF THE DISPARATE IMPACT OF THE MEDICAID PROGRAM ON VARIOUS HOSPITALS IN THE INDIANA HOSPITAL COMMUNITY THAT SERVE MEDICAID PATIENTS. THE RESULTING FINANCIAL DISTRESS ON SOME INDIANA HOSPITALS WILL DIMINISH THEIR ABILITY TO PROVIDE HEALTH CARE SERVICES TO THEIR PATIENTS AND COMMUNITIES. THE FOUNDATION HAS ESTABLISHED A PROGRAM UNDER WHICH INDIANA HOSPITALS WILL BE ASKED TO VOLUNTARILY CONTRIBUTE TO A FUND OR FUNDS, THE PROCEEDS OF WHICH WILL BE USED TO PROVIDE FINANCIAL ASSISTANCE TO CERTAIN INDIANA HOSPITALS TO HELP ADDRESS THE DISPARATE
-
AND NEGATIVE EFFECTS OF THE INDIANA MEDICAID PROGRAM AND THEREBY ENABLE RECIPIENT HOSPITALS TO BE BETTER SERVE THE NEEDS OF THEIR COMMUNITIES. THE FOUNDATION IS AIDING HOSPITALS IN THEIR MISSION TO PROVIDE QUALITY HEALTH CARE TO THEIR COMMUNITIES AND PATIENTS AND WILL SUPPORT THE STATE OF INDIANA IN ITS EFFORTS TO ENSURE THAT HOSPITAL SERVICES ARE AVAILABLE TO MEDICAID RECIPIENTS AND THE GENERAL PUBLIC.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brian TaborBRIAN TABOR
PRESIDENT
- Total calculated
- $789,039
- From this org
- $0
- From related orgs
- $701,115
- Other
- $87,924
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $701,115 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $85,869 related
- Nontaxable benefits
- $0 + $2,055 related
- Filer's total
- $0 + $789,039 related
-
Shawn McCoySHAWN MCCOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brad SmithBRAD SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Carol DozierCAROL DOZIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Steven M HolmanSTEVEN M HOLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Terry ColeTERRY COLE
VICE PRESIDENT
- Total calculated
- $449,537
- From this org
- $0
- From related orgs
- $379,963
- Other
- $69,574
- Hours/week
- 1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $379,963 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,368 related
- Nontaxable benefits
- $0 + $27,206 related
- Filer's total
- $0 + $449,537 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
PINNACLE HEALTHCARE LLC
$876,217
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
INDIANA ORTHOPAEDIC HOSPITAL LLC
$776,055
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
INDIANA SPINE HOSPITAL
$229,141
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
$175,000
FINANCIAL ASSISTANCE FOR IHA SAFE AND SOUND CAMPAIGN
-
PRIME HEALTHCARE SERVICES-MONROE LLC
$81,938
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
O'HANA HERITAGE FOUNDATION INC
$43,421
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
$17,304
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
-
FINANCIAL ASSISTANCE RELATED TO ECONOMIC BURDEN AS DESCRIBED BELOW.
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.
-
501(C)(6) · HOSPITAL ASSOCIATION · IN
-
THE ALBERT & GRACE HAHN FOUNDATION
501(C)(3) · RESEARCH & EDUCATION · IN · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413119349302581
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