2026-02-24T12:57:05-06:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 356060037 OAKLAWN FOUNDATION FOR MENTAL HEALTH IN OAKL 5745331234 PO BOX 809 GOSHEN IN 46527 LAURIE N NAFZIGER CEO 5745331234 2026-02-24 1 0 TYLER GREENE CPA P00057872 3176334705 2026-02-24 2024 2025-03-06 01:10:19Z LAURIE N NAFZIGER PO BOX 809 GOSHEN IN 46527 4056072 0 X WWW.OAKLAWN.ORG X 1966 IN TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND [CONTINUE FROM PART I, LINE 1] FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. 15 14 0 40 0 0 1579137 834281 0 0 96477 147356 -31276 -61833 1644338 919804 755788 952495 0 0 0 0 0 0 6401 55052 6401 810840 958896 833498 -39092 5426551 5748206 230911 385830 5195640 5362376 TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. 0 0 952495 952495 THE FOUNDATION GRANTED A TOTAL OF $952,495 TO THE OPERATIONAL SUPPORT OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. INCLUDING THE FOLLOWING:OTHER PROGRAM SUPPORT: $597,608CAMP MARIPOSA: $138,898PARTNERSHIP FOR CHILDREN: $173,784SYSTEM OF CARE: $42,205 THE ORGANIZATION SEEKS TO BUILD AWARENESS AND BRING RESOURCES TO THE COMMUNITY BY ASSISTING IN THE FUNDING AND ORGANIZING OF COMMUNITY LEARNING EVENTS. DURING THE PAST YEAR THE EVENT INCLUDED THE FOLLOWING:SPRING EVENT OAKLAWN'S GOT TALENT 952495 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X KIMBERLY PENDZINSKI 5745331234 330 LAKEVIEW DRIVE GOSHEN IN 46528 JOHN VERMEESCH PRESIDENT 0.50 0.00 X X 0 0 0 LUCAS LANDIS IMMEDIATE PAST PRESIDENT 0.50 0.00 X X 0 0 0 SUSAN BARTUSH BOARD SECRETARY 0.50 0.00 X X 0 0 0 MINDA CLEMENS THOMAS VICE CHAIR 0.50 0.00 X 0 0 0 ANGELA EGGERING BOARD MEMBER 0.50 0.00 X 0 0 0 JASON HERTEL BOARD MEMBER 0.50 0.00 X 0 0 0 CRAIG HEATHERLY BOARD MEMBER 0.50 0.00 X 0 0 0 MICHELLE PETERS BOARD MEMBER 0.50 0.00 X 0 0 0 CHAD STOLTZFUS BOARD MEMBER 0.50 0.00 X 0 0 0 DONALD STOHLER BOARD MEMBER 0.50 0.00 X 0 0 0 PHIL TOM BOARD MEMBER 0.50 0.00 X 0 0 0 JOSEPH THOMPSON BOARD MEMBER 0.50 0.00 X 0 0 0 LYNN MORRIS BOARD MEMBER 0.50 0.00 X 0 0 0 PATTY YATES BOARD MEMBER PARTIAL TERM 0.50 0.00 X 0 0 0 GLENN STUTZMAN BOARD MEMBER PARTIAL TERM 0.50 0.00 X 0 0 0 MARISSA ODOM BOARD MEMBER PARTIAL TERM 0.50 0.00 X 0 0 0 LAURIE NAFZIGER CEO/BOARD MEMBER 0.50 40.50 X X 0 324570 56350 GEORGE NICKELL BOARD MEMBER PARTIAL TERM 0.50 0.00 X 0 0 0 CHRISTINA CLAUSS BOARD MEMBER PARTIAL TERM 0.50 0.00 X 0 0 0 BETH WEBER BOARD MEMBER (PARTIAL TERM BEG FY25) 0.50 0.00 X 0 0 0 KARI TARMAN EXEC. DIRECTOR 24.00 16.00 X 0 66617 20457 0 391187 76807 0 0 1 0 0 142369 691912 834281 119363 119363 3095850 3067857 27993 27993 27993 6578 142369 68411 -61833 -61833 919804 0 0 85523 952495 952495 CAPITAL CAMPAIGN EXPENS 5900 5900 MISCELLANEOUS EXPENSE 501 501 958896 952495 0 6401 1587636 1721972 418856 313723 33333 33333 2779357 3067947 607369 611231 5426551 5748206 230911 385830 230911 385830 X 2228476 2130717 2967164 3231659 5195640 5362376 5426551 5748206 X -39092 161447 44381 X X 0 1 X 0 0 X 810161 982230 781899 1579137 834308 4987735 810161 982230 781899 1579137 834308 4987735 603609 4384126 123446 196757 137190 77884 119363 654640 5642375 0.77700 0.77950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3307262 551444 227427 801602 3284531 3315989 398287 230025 637039 3307262 4059334 810521 79199 1633065 3315989 4031836 935999 -238573 669928 4059334 3037095 861918 516805 383982 4031836 0.01610 0.48893 0.49497 1 0 0 BENEFICIAL INTEREST - COMMUNITY FOUNDATION 611231 F 611231 X PART V, LINE 4: ALL ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF THE PROGRAMS AND SERVICES OF OAKLAWN PSYCHIATRIC CENTER, INC. THE SPENDING PLAN PRESENTLY IS SET AT 4% OF THE AVERAGE MARKET VALUE OF THE MOST RECENT FIVE YEARS. PART X, LINE 2: OAKLAWN PSYCHIATRIC CENTER, INC. (OPC) AND AFFILIATES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, OPC AND AFFILIATES ARE GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, OPC AND AFFILIATES ARE REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION 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 OPC AND AFFILIATES AND RECOGNIZE A TAX LIABILITY IF OPC AND AFFILIATES 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 OPC AND AFFILIATES, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. OPC AND AFFILIATES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. OAKLAWN'S GOT TALENT 148947 142369 6578 12200 9322 21805 3000 22084 148947 142369 6578 12200 9322 21805 3000 22084 68411 -61833 1 OAKLAWN PSYCHIATRIC CENTER INC 330 LAKEVIEW DRIVE GOSHEN IN 46527 351070041 501(C)(3) 952495 0 TO PROVIDE PROGRAM SUPPORT ASSISTANCE. 1 0 PART I, LINE 2: GRANTS ARE RELATED TO AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. (OPC); ONCE OPC HAS FULFILLED ANY RESTRICTIONS ON INTENDED USE OF THE FUNDS STIPULATED BY DONORS AND THE FOUNDATION'S GRANT POLICIES AND PROCEDURES, THE FUNDS ARE PROVIDED TO OPC. ADDITIONALLY, THE FOUNDATION HAS A POLICY AND PROCEDURES FOR MONITORING THE EDUCATIONAL GRANT FUNDS USED TO ASSIST WITH ADVANCED DEGREE PROGRAM ASSISTANCE TO EMPLOYEES OF ITS RELATED ORGANIZATION, OPC. 0 0 0 0 0 0 0 0 0 LAURIE NAFZIGER CEO/BOARD MEMBER 0 307771 0 0 0 16799 0 8500 0 47850 0 380920 0 0 FORM 990, SCHEDULE J, PART I, QUESTIONS REGARDING COMPENSATION: THE FILING ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUALS LISTED ON SCHEDULE J. THE INDIVIDUALS' COMPENSATION IS DETERMINED BY ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER (OPC). OPC USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART I, LINE 6, VOLUNTEERS: IN ADDITION TO AN ALL-VOLUNTEER BOARD, A TOTAL OF APPROXIMATELY 3,200 VOLUNTEER HOURS WERE PROVIDED TO OAKLAWN PROGRAMS IN A VARIETY OF SUPPORT SERVICE ROLES DURING THE FISCAL YEAR ENDING JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS: THE DIRECTORS OF OAKLAWN PSYCHIATRIC CENTER, INC. APPOINT THE MEMBERS/DIRECTORS OF THE OAKLAWN FOUNDATION FOR MENTAL HEALTH, INC. WHO THEN SERVE AS THE ORGANIZATIONS BOARD OF DIRECTORS. THE PRESIDENT/CEO OF OAKLAWN PSYCHIATRIC CENTER, INC. BY VIRTUE OF THE OFFICE HELD IS A MEMBER OF THE FOUNDATION BOARD. THE BOARD MEMBERS ANNUALLY ELECT THE OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW BY THE ORGANIZATION'S SENIOR MANAGEMENT, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. THE GOVERNING BODY RECEIVED A COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE: THE ORGANIZATION REGULARLY AND CONSISENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. OAKLAWN FOUNDATION BOARD MEMBERS, VOLUNTEERS AND AGENTS SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS TOUCHING UPON THEIR DUTY TO OAKLAWN FOUNDATION AND ITS PROPERTY, AND SHALL FULLY DISCLOSE ANY CONFLICT OF INTEREST. ANNUALLY, BOARD MEMBERS SIGN THAT THEY WILL ABIDE BY THE POLICY AND DECLARE ANY CONFLICT OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION OR ITS RELATED ORGANIZATIONS, AND ABSTAIN FROM ANY VOTING WHERE A CONFLICT COULD EXIST. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING COMPENSATION: TOP OFFICIAL: THE ORGANIZATION DOES NOT HAVE A POLICY FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. THE ORGANIZATION HAS NO EMPLOYEES AS ALL HIRING AND EMPLOYEE COMPENSATION IS REPORTED BY ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. OTHER OFFICERS: THE ORGANIZATION DOES NOT HAVE A POLICY FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE ORGANIZATION HAS NO EMPLOYEES AS ALL HIRING AND EMPLOYEE COMPENSATION IS REPORTED BY ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC: THE ARTICLES OF INCORPORATION, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNRESTRICTED CHANGE IN BENEFICIAL INTEREST 44,381. PART XII, LINE 2C: OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS FOR OAKLAWN PSYCHIATRIC CENTER, THE FOUNDATION'S AFFILIATE, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. OAKLAWN PSYCHIATRIC CENTER INC 330 LAKEVIEW DRIVE PO BOX 809 GOSHEN IN 46527 351070041 HEALTHCARE IN 501(C)3 LINE 10 N/A 0 OAKLAWN CMHC INC 330 LAKEVIEW DRIVE PO BOX 809 GOSHEN IN 46527 237317957 HEALTHCARE IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAWN APARTMENTS INC PO BOX 809 GOSHEN IN 46527 311009857 HUD HOUSING IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 OAKLAND ESTATES APARTMENTS INC PO BOX 809 GOSHEN IN 46527 383646840 HUD HOUSING IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 RIVERSIDE CORPORATION PO BOX 809 GOSHEN IN 46527 351875879 HUD HOUSING IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 SIMADON CORPORATION PO BOX 809 GOSHEN IN 46527 208473080 HUD HOUSING IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 MADISON RESIDENTIAL SERVICES INC PO BOX 809 GOSHEN IN 46527 311135587 HUD HOUSING IN 501(C)3 LINE 7 OAKLAWN PSYCHIATRIC CENTER INC 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0