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Nonprofiteer
← BOWEN HEALTH INC

Form 990 for tax year 2022

Filed by BOWEN HEALTH INC.

Totals

Total revenue
$114,101,055
Total expenses
$101,660,852
Contributions and grants received
$11,631,842
Grants paid
$27,900
Program service revenue
$99,981,353
Investment income
$1,156,628
Other revenue
$1,331,232
Total assets, end of year
$130,332,011
Total liabilities, end of year
$20,584,820
Net assets or fund balances, end of year
$109,747,191
Program services expenses (Part IX)
$82,827,634
Management and general expenses
$18,833,218
Fundraising expenses
$0
Program service expenses (Part III)
$82,827,634

Program services were 81.5% 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.

  • 1b · Membership dues

    $48,295

  • 1e · Government grants (contributions)

    $11,481,135

  • 1f · All other contributions, gifts and grants

    $102,412

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $92,361,213 · related or exempt $92,361,213

  • 2b · Program service revenue: MEDICAID FUNDS RECOVER

    total $7,575,000 · related or exempt $7,575,000

  • 2c · Program service revenue: DISPROPORTIONATE SHARE

    total $45,140 · related or exempt $45,140

  • 3 · Investment income

    total $1,278,921 · excluded $1,278,921

  • 6a · Gross rents

    real property $2,115,642

  • 6b · Less rental expenses

    real property $1,023,522

  • 6c · Rental income or loss

    real property $1,092,120

  • 6d · Net rental income or loss

    total $1,092,120 · excluded $1,092,120

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

    other assets $122,293

  • 7c · Gain or loss

    other assets -$122,293

  • 7d · Net gain or loss

    total -$122,293 · excluded -$122,293

  • 11d · All other revenue

    total $239,112 · excluded $239,112

  • 11e · Other revenue, total

    $239,112

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,900 · program services $27,900

  • 5 · Compensation of officers, directors and key employees

    total $4,752,599 · management and general $4,752,599

  • 7 · Other salaries and wages

    total $59,759,160 · program services $55,749,298 · management and general $4,009,862

  • 9 · Other employee benefits

    total $8,999,776 · program services $7,743,500 · management and general $1,256,276

  • 10 · Payroll taxes

    total $4,514,715 · program services $3,813,005 · management and general $701,710

  • 11b · Fees: legal

    total $87,292 · program services $1,075 · management and general $86,217

  • 11c · Fees: accounting

    total $97,300 · program services $726 · management and general $96,574

  • 11g · Fees: other

    total $1,778,867 · program services $993,641 · management and general $785,226

  • 12 · Advertising and promotion

    total $775,770 · program services $208,080 · management and general $567,690

  • 13 · Office expenses

    total $8,195,818 · program services $2,426,602 · management and general $5,769,216

  • 16 · Occupancy

    total $4,162,060 · program services $3,752,199 · management and general $409,861

  • 17 · Travel

    total $2,482,216 · program services $2,392,698 · management and general $89,518

  • 19 · Conferences, conventions and meetings

    total $116,897 · program services $65,208 · management and general $51,689

  • 20 · Interest

    total $355,543 · program services $355,543

  • 22 · Depreciation, depletion and amortization

    total $3,123,634 · program services $2,868,497 · management and general $255,137

  • 24a · Other expenses: HOSPITAL ASSESSMENT FEE

    total $1,377,511 · program services $1,377,511

  • 24b · Other expenses: PATIENT EXPENSES

    total $1,053,794 · program services $1,052,151 · management and general $1,643

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $31,915,809 · end of year $35,660,441

  • 3 · Pledges and grants receivable

    beginning of year $6,724,512 · end of year $6,680,537

  • 4 · Accounts receivable

    beginning of year $6,025,855 · end of year $7,287,010

  • 5 · Loans and receivables from officers and key people

    beginning of year $178,362 · end of year $148,362

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,252,801 · end of year $1,438,898

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

    $75,763,846

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

    $27,984,719

  • 10c · Land, buildings and equipment, net

    beginning of year $42,199,294 · end of year $47,779,127

  • 11 · Investments: publicly traded securities

    beginning of year $37,494,368 · end of year $30,684,214

  • 12 · Investments: other securities

    beginning of year $1,441,026 · end of year $450,632

  • 15 · Other assets

    beginning of year $191,709 · end of year $202,790

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,718,159 · end of year $10,498,121

  • 19 · Deferred revenue

    beginning of year $115,278 · end of year $248,484

  • 23 · Secured mortgages and notes payable

    beginning of year $9,500,000 · end of year $9,268,052

  • 25 · Other liabilities

    beginning of year $11,138,226 · end of year $570,163

  • 27 · Net assets without donor restrictions

    beginning of year $94,952,073 · end of year $109,747,191

Mission and programs · 2022

Mission

BOWEN CENTER'S MISSION IS TO STRENGTHEN OUR COMMUNITIES AND TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE ARE PRIVILEGED TO SERVE.

Activities or mission (Part I)

TO STRENGTHEN OUR COMMUNITIES & IMPROVE THE HEALTH & WELL-BEING OF THOSE WE ARE PRIVILEGED TO SERVE.

  • THE OTIS R. BOWEN FOR HUMAN SERVICES, INC. (THE CENTER), IS A COMMUNITY MENTAL HEALTH CENTER AND FQHC LOOKALIKE WITH THE PURPOSE OF PROVIDING A FULL RANGE OF BEHAVIORAL HEALTH SERVICES AND PRIMARY CARE. SERVICES PROVIDED INCLUDE: PRIMARY CARE, PSYCHIATRIC, OUTPATIENT COUNSELING, INPATIENT, CRISIS INTERVENTION, SUBSTANCE ABUSE, REHABILITATION, RESIDENTIAL, AND CONSULTATIVE SERVICES. THE CENTER PROVIDES SERVICES IN 30 COUNTIES IN NORTHERN INDIANA WITH OFFICES IN THE FOLLOWING COUNTIES - ALLEN, DEKALB, HUNTINGTON, KOSCIUSKO, LAGRANGE, MARSHALL, NOBLE, STEUBEN, WABASH, AND WHITLEY. [CONTINUES ON SCHEDULE O]THE CENTER HAD EMPLOYED AN AVERAGE OF 1,200 EMPLOYEES DURING FY 2023, AND PROVIDED THE FOLLOWING SERVICES TO OUR PATIENTS:INPATIENT: 4,559 DAYSRESIDENTIAL CARE: 17,358 DAYSOUTPATIENT CARE: 211,676 HOURSHEALTH CLINIC: 65,791 VISITSOPIOID TREATMENT FACILITY: 151,028 VISITSREHABILITATIVE SERVICES: 553,707 HOURS

    Expenses $82,827,634 · Grants $27,900 · Revenue $99,981,353

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cindy Brady

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 12 related

  • Keith Gillenwater

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Dan Woods

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ryan Baker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tanner Babb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Debra Brice

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barbara Burdge

    BOARD MEMBER - PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1

  • Matt Ditzler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Fleck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Garber

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shirley Gidley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Roxanne Gonzales

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carol Hochstetler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eric Helfrich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beth Pinkerton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert Ryan

    PRESIDENT AND CEO

    Total calculated
    $1,083,266
    From this org
    $1,061,277
    From related orgs
    $0
    Other
    $21,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $716,337
    Bonus
    $332,500
    Other
    $12,440
    Deferred
    $0
    Nontaxable benefits
    $21,989
    Filer's total
    $1,083,266

  • Jay Baumgartner

    CFO

    Total calculated
    $1,454,009
    From this org
    $1,342,793
    From related orgs
    $0
    Other
    $111,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $547,936
    Bonus
    $249,375
    Other
    $545,482
    Deferred
    $92,650
    Nontaxable benefits
    $18,566
    Filer's total
    $1,454,009

  • Shannon Hannon

    COO

    Total calculated
    $624,018
    From this org
    $539,909
    From related orgs
    $0
    Other
    $84,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,081
    Bonus
    $166,250
    Other
    $6,578
    Deferred
    $71,570
    Nontaxable benefits
    $12,539
    Filer's total
    $624,018

  • Kurt Carlson

    FORMER PRESIDENT AND CEO

    Total calculated
    $1,633,473
    From this org
    $1,630,276
    From related orgs
    $0
    Other
    $3,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,300
    Bonus
    $350,000
    Other
    $757,976
    Deferred
    $0
    Nontaxable benefits
    $3,197
    Filer's total
    $1,633,473

  • Dr Hani Ahmad

    STAFF PSYCHIATRIST

    Total calculated
    $544,525
    From this org
    $522,455
    From related orgs
    $0
    Other
    $22,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,456
    Bonus
    $244,999
    Other
    $40,000
    Deferred
    $0
    Nontaxable benefits
    $22,070
    Filer's total
    $544,525

  • Dr Richard Ruhrold

    HSPP PSYCHOLOGIST

    Total calculated
    $505,051
    From this org
    $492,788
    From related orgs
    $0
    Other
    $12,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,390
    Bonus
    $25,000
    Other
    $309,398
    Deferred
    $0
    Nontaxable benefits
    $12,263
    Filer's total
    $505,051

  • Dr Santosh Maharjan

    STAFF PSYCHIATRIST

    Total calculated
    $501,655
    From this org
    $468,007
    From related orgs
    $0
    Other
    $33,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,167
    Bonus
    $58,400
    Other
    $12,440
    Deferred
    $15,000
    Nontaxable benefits
    $18,648
    Filer's total
    $501,655

  • Dr Carolyn Greer

    STAFF PSYCHIATRIST

    Total calculated
    $429,689
    From this org
    $411,041
    From related orgs
    $0
    Other
    $18,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,936
    Bonus
    $183,405
    Other
    $4,700
    Deferred
    $0
    Nontaxable benefits
    $18,648
    Filer's total
    $429,689

  • Dr Kishore Sriram

    MEDICAL DIRECTOR

    Total calculated
    $442,467
    From this org
    $408,819
    From related orgs
    $0
    Other
    $33,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,036
    Bonus
    $108,543
    Other
    $12,240
    Deferred
    $15,000
    Nontaxable benefits
    $18,648
    Filer's total
    $442,467

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 · Independent compensation consultant
  • 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)

PART I, LINE 4B
ELIGIBLE EMPLOYEES PARTICIPATE IN A 457(F) DEFERRED COMPENSATION PLAN. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII PARTICIPATED IN THE PLAN IN 2022: -KURT CARLSON -ROBERT RYAN -JAY BAUMGARTNER -DR. SRIRAM -DR. MAHARJAN -SHANNON HANNON

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

  • HEALTH & HOSPITAL CORPORATION

    $27,900

    ASSIST INDIVIDUALS IN THE COMMUNITY WITH NAVIGATION SERVICES

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
2022
Filed
2 February 2024
IRS schema version
2022v5.0
Source object
202440339349300819

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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