Civic Intelligence

White Co Memhospfoundationinc

EIN 35-1671806 • 501(c)3 • Monticello, IN

Profile

To assist in the betterment of the community's hospital

PO Box 952Monticello, IN 47960
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-48%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-5.6%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$81,719

Down $11,468 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$81,719

Down $11,468 (-12%) from 2015

Revenue

Down

$24,062

Down $1,429 (-5.6%) from 2015

Expenses

Down

$35,530

Down $4,056 (-10%) from 2015

Net Income

Up

-$11,468

Up $2,627 (+19%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $132,802Liabilities 2010: $0Net Assets 2010: $132,8022010Assets 2012: $58,235Liabilities 2012: $0Net Assets 2012: $58,2352012Assets 2013: $67,585Liabilities 2013: $0Net Assets 2013: $67,5852013Assets 2014: $107,282Liabilities 2014: $0Net Assets 2014: $107,2822014Assets 2015: $93,187Liabilities 2015: $0Net Assets 2015: $93,1872015Assets 2016: $81,719Liabilities 2016: $0Net Assets 2016: $81,7192016

Highlighted filing

2016

Assets$81,719
Liabilities$0
Net Assets$81,719

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $124,3562010Expenses 2012: $34,8692012Revenue 2013: $17,906Expenses 2013: $8,556Net Income 2013: $9,3502013Revenue 2014: $54,430Expenses 2014: $14,733Net Income 2014: $39,6972014Revenue 2015: $25,491Expenses 2015: $39,586Net Income 2015: -$14,0952015Revenue 2016: $24,062Expenses 2016: $35,530Net Income 2016: -$11,4682016

Highlighted filing

2016

Revenue$24,062
Expenses$35,530
Net Income-$11,468

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$41,034
Mission and Program Overview

Mission

To assist in the betterment of the community's hospital

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,187$81,719▼ $11,468
Total Assets$93,187$81,719▼ $11,468
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$93,187$81,719▼ $11,468
Total Net Assets Fund Balance$93,187$81,719▼ $11,468
Total Liabilities and Net Assets / Fund Balance$93,187$81,719▼ $11,468
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy KerchevalPresident
Bob GrossSecretary
Robin AdamsTreasurer
John EnglerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,346
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$22,716
All Other Contributions
$1,346
Change in Net Assets
$-11,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,539
Other Expenses$6,991
Total Fundraising Expense$3,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,539--$28,539
Fees for Services Other$122-$3,105$3,227
Office Expenses$87-$770$857
Other Expenses$815--$815
Fees for Services Accounting-$625-$625
Advertising--$75$75
Total Functional Expenses$30,955$625$3,950$35,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Iu Health White Mem HospitalMonticello, IN-Medical Equipment$28,539
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,688
Fundraising Direct Expenses$16,972
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Ball$28,273$28,273$16,097$12,176
Golf Outing$11,415$11,415$875$10,540
Total Events$39,688$39,688$16,972$22,716
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Iu Health White Memhospfdtninc
EIN
35-1671806
Phone
2192537933
Address
PO BOX 952, MONTICELLO, IN 47960

Signing Officer

Name
Robin Adams
Title
Treasurer
Phone
2192537933
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Adams
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Baker Milligan Inc
Address
915 W FISHER ST STE A, MONTICELLO, IN 47960-1860
Preparer
Jeffrey a Milligan
Phone
5745837477
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Iu health white memorial hospital - equipment purchases -

Raw XML Appendix306 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ASSIST IN THE BETTERMENT OF THE COMMUNITY'S HOSPITAL
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IRS990/AdvertisingGrp/TotalAmt075
IRS990/AllOtherContributionsAmt01346
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ROBIN ADAMS
IRS990/BooksInCareOfDetail/PhoneNum05745862243
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01184 SADDLEBROOK CT
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt01
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
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IRS990/CYOtherRevenueAmt022716
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11468
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/FeesForServicesOtherGrp/TotalAmt03227
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JUDY KERCHEVAL
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN ENGLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBIN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB GROSS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt016972
IRS990/FundraisingGrossIncomeAmt039688
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt028539
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028539
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028539
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt041034
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt093187
IRS990/NetAssetsOrFundBalancesEOYAmt081719
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022716
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022716
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0770
IRS990/OfficeExpensesGrp/ProgramServicesAmt087
IRS990/OfficeExpensesGrp/TotalAmt0857
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BACKPACKS/T-SHIRTS
IRS990/OtherExpensesGrp/Desc1MEAL VOUCHERS
IRS990/OtherExpensesGrp/ProgramServicesAmt01392
IRS990/OtherExpensesGrp/ProgramServicesAmt1815
IRS990/OtherExpensesGrp/TotalAmt01392
IRS990/OtherExpensesGrp/TotalAmt1815
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBIN ADAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0IU HEALTH WHITE MEMORIAL HOSPITAL - EQUIPMENT PURCHASES -
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02416
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02430
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031081
IRS990/PYOtherExpensesAmt08505
IRS990/PYOtherRevenueAmt023061
IRS990/PYRevenuesLessExpensesAmt0-14095
IRS990/PYTotalExpensesAmt039586
IRS990/PYTotalRevenueAmt025491
IRS990/ReconcilationRevenueExpnssAmt0-11468
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PURPOOSE FOR WHICH THE CORPORATION IS FORMED IS EXCLUSIVELY TO PROMOTE THE WELFARE OF THE IU HEALTH WHITE MEMORIAL HOSPITAL, INC. AND TO SUPPORT AND MAINTAIN THE DEVELOPMENT OF THAT HOSPITAL AND THE FACILITIES WHICH IT OPERATES. 100% OF THE GRANTS ARE GIVEN FOR THAT PURPOSE. THE HOSPITAL HAS APPOINTED AN ADMINISTRATOR TO SIT ON THE CORPORATION'S BOARD OF DIRECTORS AND THEREFORE HAS A SIGNIFICANT VOICE IN HOW THE FOUNDATION MANAGES AND USES ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
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IRS990ScheduleI/RecipientTable/CashGrantAmt028539
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEDICAL EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IU HEALTH WHITE MEM HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0351140233
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTICELLO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IU HEALTH WHITE MEMORIAL HOSPITAL - EQUIPMENT PURCHASES -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt093187
IRS990/TotalAssetsEOYAmt081719
IRS990/TotalAssetsGrp/BOYAmt093187
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IRS990/TotalContributionsAmt01346
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0625
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030955
IRS990/TotalFunctionalExpensesGrp/TotalAmt035530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081719
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt093187
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IRS990/VotingMembersGoverningBodyCnt012
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02192537933
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IU HEALTH WHITE MEMHOSPFDTNINC
ReturnHeader/Filer/BusinessNameControlTxt0IUHE
ReturnHeader/Filer/EIN0351671806
ReturnHeader/Filer/PhoneNum02192537933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 952
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047960
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202105079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER MILLIGAN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0915 W FISHER ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479601860
ReturnHeader/PreparerPersonGrp/PhoneNum05745837477
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A MILLIGAN
ReturnHeader/ReturnTs02017-05-15T13:26:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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