HEALTHVISIONS MIDWEST INC

EIN: 352064919 501(c)(3)

Highland, IN

Total Revenue
$3,143,174
Total Expenses
$2,501,734
Total Assets
$4,144,748
Net Assets
$3,891,750
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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
IN
Principal Officer
SHARON TUBBS
Phone
2198442698
Tax Period
2024-01-01 to 2024-12-31

HEALTHVISIONS MIDWEST INC, founded in 1998, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $641K, a strong 20% operating margin.

Mission

FAITH-BASED ORGANIZATION THAT WORKS TO ADVOCATE FOR THE UNDERSERVED, DEVELOP AND FACILITATE PARTNERSHIPS, AND ADDRESS SYSTEMIC COMMUNITY HEALTH DISPARITIES.

Program Service Accomplishments

Program 1
Expenses: $1,139,706 Revenue: $5,182

FAITH IN ACTION TO SERVE AND TRANSFORM (FAST) PROMOTES HEALTHY LIVING AND INDEPENDENCE BY PROVIDING VOLUNTEER-BASED NON-MEDICAL SUPPORT AND CAREGIVER SERVICES TO SENIORS 60 YEARS AND OLDER AND OTHERS...

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FAITH IN ACTION TO SERVE AND TRANSFORM (FAST) PROMOTES HEALTHY LIVING AND INDEPENDENCE BY PROVIDING VOLUNTEER-BASED NON-MEDICAL SUPPORT AND CAREGIVER SERVICES TO SENIORS 60 YEARS AND OLDER AND OTHERS WHO ARE HOMEBOUND, FRAIL, DISABLED, OR AFFLICTED WITH CHRONIC ILLNESSES IN THE GREATER EAST ST. LOUIS COMMUNITY. ASSISTED TRANSPORTATION PROVIDES ONE-ON-ONE TRANSPORTATION TO SENIORS 60 YEARS AND OLDER. PRIORITY IS GIVEN TO MEDICAL TRIPS, BUT VOLUNTEERS ALSO PROVIDE TRANSPORTATION FOR BUSINESS, SHOPPING, NUTRITION, AND OTHER EVENTS. VOLUNTEERS RECEIVE TRAINING AND COMPREHENSIVE SCREENING, INCLUDING CRIMINAL BACKGROUND CHECKS. INFORMATION AND ASSISTANCE (I&A) ASSISTED SENIORS WITH ACCESSING SERVICES AND RESOURCES THAT ENABLE THEM TO MAINTAIN THEIR INDEPENDENCE. I&A PROVIDED CONTACTS TO SENIORS TO MAKE HEALTHIER LIFESTYLE CHOICES AND ACTED AS ADVOCATES FOR MEDICARE, MEDICAID, BENEFIT ACCESS, LOW INCOME HOME ENERGY ASSISTANCE PROGRAM, ETC. TO IMPROVE THEIR QUALITY OF LIFE AND REDUCE HEALTH DISPARITIES. CIRCLE OF FRIENDS (COF) REDUCES SOCIAL ISOLATION AND LONELINESS FOR SENIORS BY PROVIDING INTERACTIVE GROUP ACTIVITIES, HEALTH EDUCATION, AND OUTINGS. SENIORS DEVELOP A CLOSE CIRCLE OF FRIENDS AS THEY SHARE EXPERIENCES TOGETHER. TELEPHONE REASSURANCE CALLS (TRC) ENABLE SENIORS TO REMAIN INDEPENDENT AND LIVE IN THEIR HOMES. THE CALLS HELP SENIORS IMPROVE THEIR QUALITY OF LIFE BY CONNECTING THEM TO VOLUNTEERS WHO CARE ABOUT THEIR WELL-BEING. VOLUNTEERS MADE CALLS TO ENCOURAGE, COMFORT, AND EDUCATE SENIORS AND EMPOWER THEM TO ACCESS MEDICAL AND SOCIAL SERVICES. THE PROGRAMS PROMOTE INDEPENDENCE, SAFETY, HEALTHY LIVING, ACCESS TO NEEDED SERVICES, AND REDUCE SOCIAL ISOLATION.

Program 2
Expenses: $774,131 Revenue: $50

FORT WAYNE, IN HVMS PROGRAMS FOCUS ON IMPROVING HEALTH OUTCOMES, REDUCING SOCIAL ISOLATION, AND EMPOWERING INDIVIDUALS AND FAMILIES. CENTRAL TO THESE EFFORTS IS THE ALLEN COUNTY HEALTH EQUITY...

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FORT WAYNE, IN HVMS PROGRAMS FOCUS ON IMPROVING HEALTH OUTCOMES, REDUCING SOCIAL ISOLATION, AND EMPOWERING INDIVIDUALS AND FAMILIES. CENTRAL TO THESE EFFORTS IS THE ALLEN COUNTY HEALTH EQUITY COALITION (ACHEC), A COLLABORATION OF SOCIAL SERVICES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING HEALTH EQUITY IN ALLEN COUNTY. THROUGH INITIATIVES LIKE THE WELLNESS INITIATIVE, HEALTH EDUCATION CLASSES,THE HEALTHY CHILD ADVOCATE PROGRAM, AND HEAL FARM MARKETS, HVM ADDRESSES BARRIERS SUCH AS LIMITED ACCESS TO QUALITY HEALTHCARE, HELPING RESIDENTS OVERCOME CHALLENGES AND THRIVE. WE ALSO AMPLIFIED TO CONTACTS AN AWARENESS OF LEAD POISONING AND HOW IMPERATIVE LEAD TESTING IS AMONG CHILDREN YOUNGER THAN AGE THREE. THROUGH YOUR SUPPORT, THIS LEAD MESSAGING CAMPAIGN EFFECTIVELY HEIGHTENED UNDERSTANDING AND ACTION TOWARD SAFEGUARDING THE HEALTH OF OUR PRECIOUS CHILDREN. HEALTHY EATING AND ACTIVE LIVING (HEAL) FARM MARKETS OPERATED THREE KEY MARKETS, OFFERING AFFORDABLE FRESH FRUITS AND VEGETABLES IN FOOD DESERT AREAS. THESE MARKETS, SUPPORTED BY GRANT DOLLARS,DOUBLED THE BUYING POWER FOR WIC,SNAP,AND SNAP,AND SENIOR FOOD VOUCHER RECIPIENTS. HVM HELPED PROVIDE HEAL(HEALTHY EATING ACTIVE LIVING)MARKET MANAGEMENT OF FRESH FOODS IN FOOD DESERTS. IMPACT AND REACH: FACILITATED IMPACTFUL ENGAGEMENTS AIMED AT COMBATING OBESITY AND ENHANCING FOOD INTAKE. EDUCATED INDIVIDUALS ABOUT THE CRITICAL ASPECTS OF CHRONIC DISEASES SUCH AS CANCER, DIABETES, AND HEART DISEASE. WITH VITAL KNOWLEDGE AND RESOURCES, THESE INDIVIDUALS WERE EMPOWERED TO COMBAT THESE DISEASES. INTERACTED THROUGH IMPACTFUL ENGAGEMENTS AIMED AT ENHANCING PUBLIC AWARENESS AND UNDERSTANDING OF MENTAL HEALTH ISSUES TO FOSTER A BETTER INFORMED AND MORE SUPPORTIVE COMMUNITY. DIRECTLY IMPACTED INDIVIDUALS BY SIGNIFICANTLY ADVANCING THEIR UNDERSTANDING AND PRACTICES RELATED TO ORAL HEALTH AND EMPOWERING THEM TO TAKE PROACTIVE STEPS TOWARD IMPROVING THEIR ORAL HYGIENE. MADE CONTACTS TO SIGNIFICANTLY BRIDGE CRITICAL GAPS TO ENHANCE LATINO ACCESS TO ESSENTIAL HEALTHCARE SERVICES AND COMPREHENSIVE HEALTH SCREENINGS.

Program 3
Expenses: $174,974 Revenue: $389,812

THE CHW TRAINING PROGRAM IS A TRAINING PROGRAM THAT PREPARES THE PARTICIPANT TO TAKE THE CERTIFICATION EXAM. THE TRAINING CONSISTS OF A 45 HOUR INTERACTIVE CLASSROOM CURRICULUM THAT FOCUSES ON ROLES...

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THE CHW TRAINING PROGRAM IS A TRAINING PROGRAM THAT PREPARES THE PARTICIPANT TO TAKE THE CERTIFICATION EXAM. THE TRAINING CONSISTS OF A 45 HOUR INTERACTIVE CLASSROOM CURRICULUM THAT FOCUSES ON ROLES, SKILLS AND COMPETENCIES OF A SUCCESSFUL COMMUNITY HEALTH WORKER (CHW). PARTICIPANTS LEARN TO ASSESS INDIVIDUAL AND COMMUNITY HEALTH CARE NEEDS, MAKE REFERRALS TO APPROPRIATE SERVICE PROVIDERS, AND IMPLEMENT PROGRAMS THAT PROMOTE, MAINTAIN, AND IMPROVE BOTH INDIVIDUAL AND COMMUNITY HEALTH, A CHW IS A FRONTLINE PUBLIC HEALTH WORKER WHO IS A TRUSTED MEMBER OF THE COMMUNITY SERVED THAT ENABLES THE WORKER TO SERVE AS A LIAISON/LINK/INTERMEDIARY BETWEEN HEALTH/SOCIAL SERVICES AND THE COMMUNITY TO FACILITATE ACCESS TO SERVICE AND IMPROVE THE QUALITY AND CULTURAL COMPETENCE OF SERVICE DELIVERY. TRUSTED NEIGHBORHOOD TRANSPORTATION (TNT) PROMOTES QUALITY OF LIFE FOR OUR MOST VULNERABLE POPULATIONS IN LAKE COUNTY,IN, BY PROVIDING MEDICAL AND NON-MEDICAL TRANSPORTATION FOR CLIENTS TO OUR PROGRAM CLASSES, MEDICAL APPOINTMENTS, VA SERVICES, GROCERY AND MEDICATION PICK-UPS AND MORE. THE HEART AND DEEP PROGRAMS EMPOWER AND SUPPORTS PEOPLE ACROSS LAKE COUNTY,IN TO LIVE HEALTHIER LIVES. HEART AND DEEP ARE COMPREHENSIVE WELLNESS PROGRAMS THAT EDUCATE PARTICIPANTS ON NUTRITION, PHYSICAL ACTIVITY, DISEASE SELF-MANAGEMENT SKILLS, MEDICAL SERVICES, AND PERSONALIZED CARE PLANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,217,542
Program Service Revenue $750,457
Investment Income $179,643
Other Revenue $-4,468
TOTAL REVENUE $3,143,174

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,726,093
Fundraising Expenses $0
Program Expenses $2,429,960
Other Expenses $775,641
TOTAL EXPENSES $2,501,734

Year-over-Year Comparison

2024 2023 Change
Revenue $3,143,174 $2,730,205 +0.2%
Expenses $2,501,734 $2,136,360 +0.2%
Net Income $641,440 $593,845 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
34
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$125,483
Total Directors
11
$280,220
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sharon Tubbs Executive Director 40.00
Officer Director
$97,692 $27,791 $125,483
Dr Marsha King Chairperson 1.00
Officer Director
$0 $0 $0
Sheila Curry Campbell Secretary - Treasurer 1.00
Officer Director
$0 $0 $0
Dave McCormick Trustee 1.00
Director
$0 $0 $0
Sr Anne Marie Kampwerth PHJC Trustee 1.00
Director
$0 $0 $0
Cheryl Smith Trustee 1.00
Director
$0 $0 $0
R Louie Gonzalez Trustee 1.00
Director
$0 $0 $0
Fred Arand Trustee 1.00
Director
$0 $0 $0
Dezimon Alicia Trustee 1.00
Director
$0 $0 $0
PAULA WILLS Director 1.00
Director
$119,162 $35,575 $154,737
Pam Coaxum Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,143,174 $2,501,734 $4,144,748 $641,440
2023 $2,730,205 $2,136,360 $3,599,944 $593,845
2022 $2,420,311 $2,038,168 $2,942,399 $382,143
2022 $2,420,311 $2,038,168 $2,942,399 $382,143
2021 $2,521,565 $1,901,676 $2,576,588 $619,889
2020 $2,532,146 $2,252,324 $1,966,513 $279,822
2019 $1,943,216 $1,840,180 $1,605,144 $103,036
2018 $2,066,758 $1,790,006 $1,340,484 $276,752
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