2025-04-09T11:39:50-05:00 2024-12-31 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-01-01 352026704 INDIANA RURAL HEALTH ASSOCIATION INDI 8124783919 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 CARA VEALE CEO 8124783919 2025-04-09 1 1 TYLER K GREENE CPA P00057872 3176334705 2025-04-09 2024 2025-03-06 01:10:19Z CARA VEALE 2901 OHIO BLVD 240 TERRE HAUTE IN 47803 4317269 0 X WWW.INDIANARURALHEALTH.ORG X 1997 IN THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 17 17 27 18 0 0 3873666 3425464 779286 742029 62452 132615 16064 9635 4731468 4309743 0 0 0 0 2218997 2169141 0 0 0 2313795 1985428 4532792 4154569 198676 155174 3690808 4152092 234091 255589 3456717 3896503 THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF RURAL CITIZENS. 0 0 3692372 362813 RURAL HEALTH SERVICES - THE ASSOCIATION SEEKS TO IMPROVE RURAL HEALTH CARE THROUGH THE ENCOURAGEMENT OF COMMUNITY INVOLVEMENT, DEVELOPMENT, AND PLANNING THAT ENHANCES THE HEALTH STATUS OF INDIANA RURAL CITIZENS. 202744 363116 INDIANA RURAL HEALTH CONFERENCE - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS RENEWED MOTIVATION TO TACKLE THEIR CHALLENGING JOBS. 14947 16100 INDIANA RURAL HEALTH PUBLIC POLICY FORUM - DESIGNED TO PROVIDE HEALTH CARE LEADERS IN RURAL/SMALL COMMUNITIES OF INDIANA WITH NETWORKING AND EDUCATIONAL OPPORTUNITIES, AS WELL AS AN UNDERSTANDING OF LEGISLATIVE POLICIES AFFECTING RURAL HEALTH. 3910063 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X CARA VEALE 8124783919 2901 OHIO BLVD SUITE 240 TERRE HAUTE IN 47803 ANNE HAZLETT PRESIDENT 2.00 2.00 X X 0 0 0 TARA HATFIELD PAST PRESIDENT 2.00 0.00 X X 0 0 0 ANDREW VANZEE TREASURER 2.00 0.00 X X 0 0 0 KATRINA NORRIS SECRETARY (END 6/24), BOARD MEMBER 2.00 0.00 X X 0 0 0 JENNIFER TAYLOR SECRETARY (START 6/24) 2.00 0.00 X X 0 0 0 LARRY BAILEY BOARD MEMBER 2.00 0.00 X 0 0 0 TRAVIS CLAPP BOARD MEMBER 2.00 0.00 X 0 0 0 WILLIAM COOKE BOARD MEMBER 2.00 0.00 X 0 0 0 MITZI DAFFRON BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 RON DONAHUE BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC FISH BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 BEN HARVEY BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 MARGO KNEFELKAMP BOARD MEMBER 2.00 0.00 X 0 0 0 KAYUR PATEL BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 TIMOTHY POHLMAN BOARD MEMBER 2.00 0.00 X 0 0 0 BRAD ROGERS BOARD MEMBER 2.00 0.00 X 0 0 0 CHRISTINE SCHULTZ BOARD MEMBER 2.00 0.00 X 0 0 0 SCOTT SMITH BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN JO THOMAS BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 MARK VONDERHEIT BOARD MEMBER PARTIAL TERM 2.00 0.00 X 0 0 0 BRAD WILLKIE BOARD MEMBER 2.00 0.00 X 0 0 0 CAMEUAL WRIGHT BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC YAZEL BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN ZABOR BOARD MEMBER 2.00 0.00 X 0 0 0 CARA VEALE CHIEF EXECUTIVE OFFICER 40.00 0.00 X 148623 0 20955 LAURA CARLSON CHIEF OPERATING OFFICER 40.00 0.00 X 100061 0 29899 CHRISTINA ELLIOT SENIOR DIRECTOR 40.00 0.00 X 109568 0 4370 358252 0 55224 3 0 1 0 0 5219 3359211 61034 3425464 ANNUAL CONFERENCE 900099 363116 363116 MEMBERSHIP DUES 900099 321803 321803 PROGRAM FEES 900099 57110 57110 742029 105972 105972 26643 0 26643 26643 26643 13170 5219 7526 5644 5644 MISCELLANEOUS INCOME 900099 3991 3991 3991 4309743 742029 0 142250 X 299537 284170 15367 1590132 1527954 62178 28493 27031 1462 113001 107204 5797 137978 130899 7079 948 902 46 36327 34565 1762 48826 46458 2368 16989 16165 824 1162455 1106076 56379 60221 60221 81426 35008 46418 124343 117463 6880 92259 78229 14030 18825 17783 1042 6115 5407 708 ANNUAL CONFERENCE 202744 191526 11218 GRANT/PROGRAM EXPENSE 56326 50195 6131 DUES & SUB. 41633 36816 4817 MISCELLANEOUS EXPENSE 35991 35991 0 4154569 3910063 244506 0 1195299 1574469 516542 249144 26308 39231 4883 4883 290919 261740 38093 29179 1854547 2241740 55136 13446 3690808 4152092 99537 91273 80618 150870 53936 13446 234091 255589 X 3456717 3896503 3456717 3896503 3690808 4152092 155174 284612 0 X X 0 1 X 1 1 1 X 3840113 4363578 4017795 3873666 3425464 19520616 3840113 4363578 4017795 3873666 3425464 19520616 19520616 21745 20191 45889 53753 111617 253195 10658 651 1051 4551 3991 20902 19794713 3628218 0.98620 0.99060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 10,658. 2021 AMOUNT: $ 651. 2022 AMOUNT: $ 1,051. 2023 AMOUNT: $ 4,551. 2024 AMOUNT: $ 3,991. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4108 0 1 48826 52934 0 PART II-B, LINE 1: CARA VEALE BECAME A REGISTERED LOBBYIST IN FEBRUARY 2023; SHE RECORDED 13 HOURS OF LOBBYING ACTIVITIES IN CALENDAR YEAR 2024. THIS AMOUNTED TO LESS THAN 1% OF CARA'S TIME (0.66884%); $978.64 OF CARA'S SALARY WAS SPENT ON LOBBYING ACTIVITIES. DANIEL HARDESTY WAS HIRED ON SEPTEMBER 25, 2023, AS IRHA'S DIRECTOR OF GOVERNMENT AFFAIRS. DANIEL BECAME A REGISTERED LOBBYIST AND RECORDED 70 HOURS OF HIS TIME LOBBYING IN CALENDAR YEAR 2024, WHICH AMOUNTED TO 3.68 PERCENT OF HIS TIME (3.67680%). $3,129.70 OF DANIEL'S SALARY WAS SPENT ON LOBBYING ACTIVITIES. IRHA IS CONTRACTED WITH THE FIRM KRIEG DEVAULT TO LOBBY ON BEHALF OF THE ASSOCIATION. THEY RECEIVED $48,826.24 IN COMPENSATION FROM IRHA FOR LOBBYING EFFORTS IN 2024. 290919 261740 29179 29179 OPERATING LEASE LIABILITIES 13446 13446 X 4578864 284612 284612 4294252 16988 -1497 15491 4309743 4139078 1497 1497 4137581 16988 16988 4154569 PART X, LINE 2: THE ASSOCIATION IS ORGANIZED AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. AS SUCH, THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. HOWEVER, THE ASSOCIATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ASSOCIATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THEY HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION HAS FILED ITS FEDERAL FORM 990 TAX RETURNS THROUGH DECEMBER 31, 2023. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -1,497. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 1,497. GOLF OUTING 12672 5219 7453 540 2599 2412 478 IRHA SILENT AUCTION 5717 5717 1497 18389 5219 13170 540 2599 2412 1975 7526 5644 X X 0 0 0 0 0 0 0 0 0 CARA VEALE CHIEF EXECUTIVE OFFICER 148623 0 0 0 0 0 4639 0 16316 0 169578 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE BOARD SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT, AND AT LEAST TWO (2) BOARD MEMBERS AT THE DISCRETION OF THE PRESIDENT. THEY SHALL MEET REGULARLY AND WHEN REQUESTED BY ANY TWO (2) MEMBERS OF THE EXECUTIVE BOARD. THE EXECUTIVE BOARD IS ALSO THE FINANCE COMMITTEE. THE PURPOSE OF THE EXECUTIVE BOARD IS TO CARRY OUT THE ADMINISTRATIVE ACTIVITIES OF THE ORGANIZATION AND TO MAKE DECISIONS THAT CANNOT BE POSTPONED UNTIL THE REGULAR MEETING OF THE BOARD OF DIRECTORS. WHEN NECESSARY, THE EXECUTIVE BOARD WILL CREATE AN AD-HOC COMMITTEE TO REVIEW AND SUGGEST REVISIONS TO THE ASSOCIATION'S BYLAWS. THE SECRETARY SHALL KEEP MINUTES OF EACH MEETING OF THE EXECUTIVE BOARD AND SHALL PRESENT AND FILE SUCH MINUTES WITH THE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDIANA RURAL HEALTH ASSOCIATION'S BOARD OF DIRECTORS EMPOWER THE CEO TO REVIEW AND RECONCILE THE 990 WITH THE AUDITED FINANCIAL STATEMENTS. A COPY OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AFTER THE FIRST MEETING OF THE INDIANA RURAL HEALTH ASSOCIATION BOARD OF DIRECTORS, A LINK TO THE CONFLICT OF INTEREST STATEMENT AND ONLINE FORMS ARE DISTRIBUTED TO ALL BOARD MEMBERS. THE SIGNED FORMS ARE COLLECTED ELECTRONICALLY AND KEPT IN THE IRHA'S SECURE FILES. THE CEO REGULARLY REVIEWS THESE FORMS FOR POTENTIAL CONFLICT OR DISCLOSURES. IF A CONFLICT ARISES, THE CEO AND BOARD PRESIDENT CONSULT WITH THE BOARD MEMBERS TO ADDRESS THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD OF DIRECTORS, LED BY THE PRESIDENT, REVIEWS THE RESULTS OF THE CEO'S EVALUATION CONDUCTED BY THE BOARD OF DIRECTORS AND DETERMINES THE CEO'S COMPENSATION BASED ON SURVEY RESULTS AND INDUSTRY STANDARDS FOR CEO SALARIES IN THE MIDWEST. ADDITIONALLY, THE BOARD OF DIRECTORS APPROVES THE OVERALL COMPENSATION BUDGET FOR ALL IRHA EMPLOYEES, WITH THE APPROVED BUDGET ALLOCATED AMONG STAFF THROUGHOUT THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 IRHA'S GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,106,076. MANAGEMENT AND GENERAL EXPENSES 56,379. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,162,455. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S EXECUTIVE COMMITEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD PROVIDES OVERSIGHT OF THE AUDIT THROUGH COMMUNICATION BETWEEN THE PRESIDENT, AND/OR TREASURER, AND THE AUDITORS. THE BOARD ALSO REVIEWS THE DRAFT AUDIT AND APPROVES THE SUBMISSION OF THE AUDIT TO THE FEDERAL CLEARING HOUSE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.