Form 990 for tax year 2025
Filed by BLOOMINGTON HEALTH FOUNDATOIN INC.
Totals
- Total revenue
- $2,434,487
- Total expenses
- $1,341,365
- Contributions and grants received
- $208,354
- Grants paid
- $759,650
- Program service revenue
- $4,723
- Investment income
- $2,234,743
- Other revenue
- -$13,333
- Total assets, end of year
- $31,878,041
- Total liabilities, end of year
- $1,738,974
- Net assets or fund balances, end of year
- $30,139,067
- Program services expenses (Part IX)
- $917,339
- Management and general expenses
- $239,409
- Fundraising expenses
- $184,617
- Program service expenses (Part III)
- $917,339
Program services were 68.4% 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
$18,000
-
1f · All other contributions, gifts and grants
$190,354
-
1g · Noncash contributions included above
$12,984
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $4,723 · related or exempt $4,723
-
3 · Investment income
total $838,193 · excluded $838,193
-
7a · Gross sales of assets other than inventory
securities $14,773,978
-
7b · Less cost or other basis and sales expenses
securities $13,377,428
-
7c · Gain or loss
securities $1,396,550
-
7d · Net gain or loss
total $1,396,550 · excluded $1,396,550
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$18,000
-
8b · Fundraising events: direct expenses
$13,333
-
8c · Net income from fundraising events
total -$13,333 · excluded -$13,333
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $759,650 · program services $759,650
-
5 · Compensation of officers, directors and key employees
total $177,150 · program services $74,269 · management and general $44,288 · fundraising $58,593
-
7 · Other salaries and wages
total $134,558 · program services $56,412 · management and general $33,641 · fundraising $44,505
-
9 · Other employee benefits
total $5,739 · program services $2,406 · management and general $1,434 · fundraising $1,899
-
11b · Fees: legal
total $7,182 · management and general $7,182
-
11c · Fees: accounting
total $36,000 · management and general $36,000
-
11f · Fees: investment management
total $59,229 · management and general $59,229
-
11g · Fees: other
total $23,020 · program services $8,628 · management and general $6,098 · fundraising $8,294
-
12 · Advertising and promotion
total $45,750 · fundraising $45,750
-
13 · Office expenses
total $9,509 · program services $1,776 · management and general $6,529 · fundraising $1,204
-
14 · Information technology
total $24,514 · program services $6,204 · management and general $3,700 · fundraising $14,610
-
16 · Occupancy
total $11,795 · program services $4,945 · management and general $2,949 · fundraising $3,901
-
17 · Travel
total $558 · program services $279 · fundraising $279
-
19 · Conferences, conventions and meetings
total $3,575 · management and general $3,575
-
22 · Depreciation, depletion and amortization
total $1,696 · program services $711 · management and general $424 · fundraising $561
-
23 · Insurance
total $11,649 · management and general $11,649
-
24a · Other expenses: BUSINESS EXPENSES
total $21,462 · management and general $21,462
-
24b · Other expenses: STEWARDSHIP
total $2,578 · fundraising $2,578
-
24e · All other expenses
total $5,751 · program services $2,059 · management and general $1,249 · fundraising $2,443
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,408,443 · end of year $2,610,349
-
3 · Pledges and grants receivable
beginning of year $8,660 · end of year $7,158
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $1,820
-
10a · Land, buildings and equipment: cost or other basis
$46,724
-
10b · Land, buildings and equipment: accumulated depreciation
$23,581
-
10c · Land, buildings and equipment, net
beginning of year $2,290 · end of year $23,143
-
11 · Investments: publicly traded securities
beginning of year $26,707,804 · end of year $28,950,649
-
15 · Other assets
beginning of year $675 · end of year $284,922
-
21 · Escrow or custodial account liability
beginning of year $1,485,705 · end of year $1,466,341
-
25 · Other liabilities
beginning of year $0 · end of year $272,633
-
27 · Net assets without donor restrictions
beginning of year $23,654,108 · end of year $26,248,275
-
28 · Net assets with donor restrictions
beginning of year $3,988,059 · end of year $3,890,792
Mission and programs · 2025
Mission
WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES.
Activities or mission (Part I)
HELPING THE PEOPLE OF BLOOMINGTON AND SURROUNDING COMMUNITIES LEAD HEALTHIER LIVES.
-
WE ARE COMMITTED TO EMPOWERING COMMUNITY PARTNERS AND OTHERS TO ELIMINATE ADVERSE HEALTH ISSUES, REMOVE ACCESS BARRIERS, AND IMPROVE HEALTH OUTCOMES. STEPS TAKEN INCLUDE THE FOLLOWING:CONVENE COMMUNITY LEADERS TO ADDRESS SHARED HEALTH CONCERNS FOR THE PURPOSE OF MAKING TRANSFORMATIONAL IMPACT IN HEALTH OUTCOMES WITHIN MONROE COUNTY AND THE SOUTH-CENTRAL REGION THAT INSPIRE PHILANTHROPIC SUPPORT AND LEVERAGE EXISTING ASSETS TO IMPLEMENT INNOVATIVE AND EVIDENCE-BASED SOLUTIONS WITH COMMUNITY PARTNERS AND OTHER STAKEHOLDERS.VALUES: COLLABORATIVE - BHF WILL ACHIEVE MORE BY WORKING TOGETHERINCLUSIVE - BHF WILL EMBRACE DIFFERENCES WITH RESPECT INNOVATIVE - BHF WILL ENCOURAGE BOLD SOLUTIONS TO TOUGH PROBLEMSEXCELLENCE - BHF WILL STRIVE TO EXCEL IN EVERY ASPECT OF THE ORGANIZATIONEMPOWERING - BHF WILL ENCOURAGE AND STRENGTHEN COMMUNITY PARTNERSGOOD STEWARDS - BHF WILL PLAN AND MANAGE RESOURCES RESPONSIBLY IMPACTFUL - BHF WILL IMPROVE HEALTH OUTCOMES BY MEASURING EFFECTIVENESSCONNECTIVE - BHF WILL BRIDGE SOCIAL GAPS USING PARTNERSHIPS AND RESOURCES
Expenses $917,339 · Grants $759,650 · Revenue $4,723
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angela Opsahl MDANGELA OPSAHL MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben NiehoffBEN NIEHOFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christal Greene MDCHRISTAL GREENE MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Denise Howard OdDENISE HOWARD OD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SteinmetzJENNIFER STEINMETZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HurlowJOHN HURLOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John WestJOHN WEST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristen WeidaKRISTEN WEIDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lee CarmichaelLEE CARMICHAEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Melinda Weakley MDMELINDA WEAKLEY MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael Willett MDMICHAEL WILLETT MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shawna HaydenSHAWNA HAYDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan WierSUSAN WIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tashera Perry MDTASHERA PERRY MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Allen Dunn MDALLEN DUNN MD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Josh JamesJOSH JAMES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Erin MartoglioERIN MARTOGLIO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Doug MayoDOUG MAYO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle GilchristMICHELLE GILCHRIST
PRESIDENT & CEO
- Total calculated
- $177,151
- From this org
- $176,893
- From related orgs
- $0
- Other
- $258
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,893
- Bonus
- $0
- Other
- $0
- Deferred
- $258
- Nontaxable benefits
- $0
- Filer's total
- $177,151
-
Heather RobinsonHEATHER ROBINSON
CHIEF OPERATING OFFICER
- Total calculated
- $111,752
- From this org
- $107,326
- From related orgs
- $0
- Other
- $4,426
- 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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
-
$229,000
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
-
$147,391
GRANTS MADE TO VARIOUS PROGRAMS
-
$70,500
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
-
$16,113
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
-
GRANTS MADE TO VARIOUS PROGRAMS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202612539349301786
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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