Civic Intelligence

James Mcgregor Union Hospital Endowment Fund

EIN 35-6011753 • 501(c)3 • Terre Haute, IN

Pub. 78 Eligible

Profile

The Trust was created to provide financial support to Union Hospital in Terre Haute, Indiana.

PO Box 540Terre Haute, IN 47808-0540

n/A

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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,510

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$120,541

Up $8,862 (+7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$120,541

Up $8,862 (+7.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Down

$5,224

Down $611 (-10%) from 2023

Expenses

Up

$3,995

Up $411 (+11%) from 2023

Net Income

Down

$1,229

Down $1,022 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2020: $118,211Liabilities 2020: $0Net Assets 2020: $118,2112020Assets 2021: $122,966Liabilities 2021: $0Net Assets 2021: $122,9662021Assets 2022: $100,287Liabilities 2022: $0Net Assets 2022: $100,2872022Assets 2023: $111,679Liabilities 2023: $0Net Assets 2023: $111,6792023Assets 2024: $120,541Liabilities 2024: $0Net Assets 2024: $120,5412024

Highlighted filing

2024

Assets$120,541
Liabilities$0
Net Assets$120,541
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$10K$5.0K$0-$5.0KRevenue 2020: $6,686Expenses 2020: $3,564Net Income 2020: $3,1222020Revenue 2021: $8,809Expenses 2021: $2,924Net Income 2021: $5,8852021Revenue 2022: -$1,380Expenses 2022: $2,916Net Income 2022: -$4,2962022Revenue 2023: $5,835Expenses 2023: $3,584Net Income 2023: $2,2512023Revenue 2024: $5,224Expenses 2024: $3,995Net Income 2024: $1,2292024

Highlighted filing

2024

Revenue$5,224
Expenses$3,995
Net Income$1,229
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,541
Liabilities
$0
Net assets
$120,541
Revenue
$5,224
Expenses
$3,995
Net income
$1,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$19,887
Mission and Program Overview

Mission

The Trust was created to provide financial support to Union Hospital in Terre Haute, Indiana.

Program Services

DescriptionGrantsExpenses
The Trust distributes its net income, semi-annually, to Union Hospital in Terre Haute, Indiana to be used for its general development, maintenance, and support.$2,083$2,083
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Financial Bank NATrustee-$1,510-$1,510
Filing and Contact Details

Filer

Filer Name
James McGregor Union Hospital
EIN
35-6011753
Phone
8122386257
Address
PO Box 540, Terre Haute, IN 47808-0540

Signing Officer

Name
First Financial Bank NA
Title
Trustee
Phone
8122386257
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest. Amount: 169. Description: Dividends. Amount: 2,898. Total Included on Form 990-EZ, line 4: 3,067.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Union Hospital. Amount Given: 2,083.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Foreign Tax Withheld. Amount: 22.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Net Unrealized Gains and Losses on Investments. Amount: 7,633.”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0First Financial Bank NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08122386257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Terre Haute
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0478073226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111679
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt014663
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01229
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111679
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120541
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02157
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02083
IRS990EZ/GrossReceiptsAmt019887
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03067
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111679
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120541
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111679
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120541
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0First Financial Bank NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt07633
IRS990EZ/OtherExpensesTotalAmt022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Trust was created to provide financial support to Union Hospital in Terre Haute, Indiana.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust distributes its net income, semi-annually, to Union Hospital in Terre Haute, Indiana to be used for its general development, maintenance, and support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02083
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02083
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01510
IRS990EZ/SaleOfAssetsGrossAmt016820
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03995
IRS990EZ/TotalProgramServiceExpensesAmt02083
IRS990EZ/TotalRevenueAmt05224
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0As Trustee, First Financial Bank, N.A. has maintained a continuous working relationship with Union Hospital for over 77 years. The Trust was created in 1944 and has not received any grant, contribution, bequest, or other transfer on or after such date. The trust is required by its governing instrument to distribute all of its net income currently to Union Hospital. As Trustee, the Bank does not have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization. The Trustee is not a disqualified person within the meaning of Section 4946(a) (other than foundation managers under Section 4946(a)(1)(B)) with respect to the Trust if such Trust were treated as a Private Foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350876396
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02083
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Union Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02083
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 169. Description: Dividends. Amount: 2,898. Total Included on Form 990-EZ, line 4: 3,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Union Hospital. Amount Given: 2,083.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Foreign Tax Withheld. Amount: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Net Unrealized Gains and Losses on Investments. Amount: 7,633.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James McGregor Union Hospital
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0356011753
ReturnHeader/Filer/PhoneNum08122386257
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 540
ReturnHeader/Filer/USAddress/CityNm0Terre Haute
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0478080540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351327464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKRIDER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01925 Wabash Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Terre Haute
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047807
ReturnHeader/PreparerPersonGrp/PhoneNum08122329492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor M Caldwell CPA
ReturnHeader/ReturnTs02025-05-14T07:28:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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