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Nonprofiteer
← BLOOMINGTON HEALTH FOUNDATOIN INC

Form 990 for tax year 2023

Filed by BLOOMINGTON HEALTH FOUNDATOIN INC.

Totals

Total revenue
$937,566
Total expenses
$1,189,233
Contributions and grants received
$169,453
Grants paid
$665,117
Program service revenue
$18,705
Investment income
$749,408
Other revenue
$0
Total assets, end of year
$27,761,882
Total liabilities, end of year
$1,632,131
Net assets or fund balances, end of year
$26,129,751
Program services expenses (Part IX)
$810,987
Management and general expenses
$211,354
Fundraising expenses
$166,892
Program service expenses (Part III)
$810,987

Program services were 68.2% 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.

  • 1a · Federated campaigns

    $703

  • 1e · Government grants (contributions)

    $4,740

  • 1f · All other contributions, gifts and grants

    $164,010

  • 1g · Noncash contributions included above

    $11,679

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $18,705 · related or exempt $18,705

  • 3 · Investment income

    total $565,088 · excluded $565,088

  • 7a · Gross sales of assets other than inventory

    securities $20,510,603

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

    securities $20,326,283

  • 7c · Gain or loss

    securities $184,320

  • 7d · Net gain or loss

    total $184,320 · excluded $184,320

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $665,117 · program services $665,117

  • 5 · Compensation of officers, directors and key employees

    total $170,833 · program services $55,487 · management and general $73,464 · fundraising $41,882

  • 7 · Other salaries and wages

    total $122,509 · program services $67,389 · management and general $23,666 · fundraising $31,454

  • 9 · Other employee benefits

    total $2,300 · program services $982 · management and general $743 · fundraising $575

  • 11b · Fees: legal

    total $150 · management and general $150

  • 11c · Fees: accounting

    total $33,305 · management and general $33,305

  • 11f · Fees: investment management

    total $46,826 · management and general $46,826

  • 11g · Fees: other

    total $16,150 · program services $12,920 · fundraising $3,230

  • 12 · Advertising and promotion

    total $48,582 · fundraising $48,582

  • 13 · Office expenses

    total $1,630 · management and general $1,630

  • 14 · Information technology

    total $23,222 · program services $3,204 · management and general $2,532 · fundraising $17,486

  • 16 · Occupancy

    total $11,041 · program services $4,625 · management and general $3,656 · fundraising $2,760

  • 17 · Travel

    total $760 · program services $380 · fundraising $380

  • 19 · Conferences, conventions and meetings

    total $3,865 · management and general $3,865

  • 22 · Depreciation, depletion and amortization

    total $1,041 · program services $436 · management and general $345 · fundraising $260

  • 23 · Insurance

    total $7,756 · management and general $7,756

  • 24a · Other expenses: BUSINESS EXPENSE

    total $12,181 · management and general $12,181

  • 24b · Other expenses: STEWARDSHIP

    total $8,976 · fundraising $8,976

  • 24c · Other expenses: DOUBTFUL PLEDGE

    total $5,000 · fundraising $5,000

  • 24d · Other expenses: DONOR RECOGNITION

    total $4,900 · fundraising $4,900

  • 24e · All other expenses

    total $3,089 · program services $447 · management and general $1,235 · fundraising $1,407

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,128,890 · end of year $5,416,658

  • 3 · Pledges and grants receivable

    beginning of year $42,510 · end of year $28,910

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

    $24,174

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

    $20,998

  • 10c · Land, buildings and equipment, net

    beginning of year $4,217 · end of year $3,176

  • 11 · Investments: publicly traded securities

    beginning of year $22,640,219 · end of year $22,312,463

  • 15 · Other assets

    beginning of year $675 · end of year $675

  • 21 · Escrow or custodial account liability

    beginning of year $1,392,693 · end of year $1,632,131

  • 27 · Net assets without donor restrictions

    beginning of year $18,898,919 · end of year $21,960,946

  • 28 · Net assets with donor restrictions

    beginning of year $4,524,899 · end of year $4,168,805

Mission and programs · 2023

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 $810,987 · Grants $665,117 · Revenue $18,705

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTAL GREENE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAWNA HAYDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENISE HOWARD OD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSH JAMES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN WEST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIN MARTOGLIO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUG MAYO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAWN WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN WIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TASHERA PERRY MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE LEMON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALLEN DUNN MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DON LUKES

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LEE CARMICHAEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE GILCHRIST

    PRESIDENT & CEO

    Total calculated
    $170,833
    From this org
    $168,015
    From related orgs
    $0
    Other
    $2,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,015
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,818
    Filer's total
    $170,833

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SUE HUFFMAN SHINDELL TRUST

    T · TRUST · IN

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2024
IRS schema version
2023v5.1
Source object
202432409349300313

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