2025-04-10T18:57:00+00:00 2024-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-07-01 300007730 Regenstrief Institute Inc REGE 3172749185 1101 West 10th Street Indianapolis IN 46202 Karen L Crow CPA, CGMA, CFO 3172749185 2025-04-11 true true Nicole Fishback P01279475 3173834000 2025-05-15 2023 2025-03-06 01:10:19Z Rachel Patzer PhD MPH 1101 West 10th Street Indianapolis IN 46202 24674727 false X www.regenstrief.org X 2002 IN Develop, conduct and disseminate impactful scientific research in health systems and across communities. 11 6 244 11 68933 0 18299895 18813221 5631875 5136813 2287005 724693 0 0 26218775 24674727 48468 46087 0 0 16172699 16908377 0 0 0 11720634 11010467 27941801 27964931 -1723026 -3290204 49714883 47658973 12082593 12081958 37632290 35577015 X To improve health through research that enhances the quality and cost-effectiveness of health care, by functioning as a healthcare laboratory and community of scholars. false false 7194030 2416693 Regenstrief Data Services - Leverage Regenstrief Institutes data and informatics assets to support the pursuit of innovative healthcare solutions. Provide data and expertise to those seeking answers to important scientific questions in all stages of development, from study design to algorithm validation to implementation. 7041950 855126 Center for Biomedical Informatics - Improving healthcare through informatics. Develop and apply health information technology solutions to generate knowledge about health, disease and treatment, help clinicians make optimal decisions, empower patients, and inform healthcare policy. 3035878 142447 Center for Aging Research - Develop, test, and implement innovative strategies to improve the quality and efficiency of healthcare and self-care for medically and socially vulnerable older adults. Explore new models of care for late life depression, dementia, delirium and other common geriatric syndromes. Subject descriptive clinical and demographic data; ability to study clinical outcomes and guidance in regard to data security. 2752757 682547 Center for Health Services Research - Improve the delivery and outcome of healthcare through innovative use of health informative, technically, and transdisciplinary research across multitude of settings. 540170 IU Institute Support & IU Share Support 499830 Miscellaneous Revenue 2752757 1722547 20024615 true true false false false false false false false true false false false false true true false false false true true false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 41 0 true 244 true false false false false false false false false false false false false false false X 11 6 false false false false false false false true true false false false true true true true true true true true true IN X KAREN L CROW CPA CGMA 3172749185 1101 WEST TENTH STREET INDIANAPOLIS IN 462022872 CRAIG BRATER MD Board Member, Chair 2.0 0.0 X X 0 0 0 PATRICIA MARTIN MBA Board Member, Treasurer 2.0 0.0 X X 0 0 0 TATIANA FOROUD PhD MS Board Member, Vice Chair 2.0 40.0 X X 0 512379 0 BENJAMIN MANSALIS MD Board Member 2.0 40.0 X 0 0 0 CLAIRE FIDDIAN-GREEN MBA Board Member 2.0 0.0 X 0 0 0 JAY L HESS MD PHD MHSA Board Member 2.0 40.0 X 0 834557 387014 JOHN P KANSKY MSE MBA Board Member 2.0 0.0 X 0 0 0 LISA E HARRIS MD Board Member 2.0 40.0 X 0 569201 57199 PHAEDRA CORSO PhD Board Member 2.0 40.0 X 0 272805 36443 SARAH WIEHE MD MPH Board Member 2.0 40.0 X 0 96545 0 VIRGINIA CAINE MD Board Member 2.0 0.0 X 0 0 0 JOYCE HERTKO PhD MS COO, Secretary 40.0 0.0 X 248066 0 46190 KAREN CROW CPA CGMA CFO 40.0 0.0 X 204980 0 19826 RACHEL PATZER PhD MPH President & CEO 26.0 24.0 X 0 287975 0 MARJORIE RALLINS Executive Director, HDS 40.0 0.0 X 238138 0 15228 ANTHONY FRENCH Director, IT Infrastructure and Information Security Officer 40.0 0.0 X 143166 0 0 DAVID TAYLOR Systems Engineer 40.0 0.0 X 144127 0 0 EZA HAFEZA Director of Terminology Services and Operations 40.0 0.0 X 180642 0 42889 PATRICK O'CONNELL Director of Finance 40.0 0.0 X 139845 0 0 THOMAS FEENEY Database Administrator 40.0 0.0 X 135492 0 0 1434456 2573462 604789 29 false true false Indiana University 107 S Indiana Ave Bloomington IN 47405 Research Services 2531823 Datavant Inc 2222 W Dunlap Ave Suite 250 Phoenix AZ 85021 Research Services 952803 Acumen LLC 500 Airport Blvd Suite 100 Burlingame CA 94010 Research Services 778581 Pintail Solutions 40 Cricket Knoll Lane Carmel IN 46033 Research Services 449938 ECG Management Consultants 11512 El Camino Real Suite 200 San Diego CA 92130 Consulting 360348 11 15709712 3103509 18813221 Contract Research & License 900099 5036096 5036096 Other Program Income 900099 100717 100717 0 0 0 0 5136813 724693 68933 655760 0 0 0 0 0 0 0 0 0 24674727 5136813 68933 655760 X 0 0 0 0 46087 46087 0 0 772428 253366 519062 0 0 0 0 0 12225422 8604005 3621417 0 754875 603587 151288 0 2216420 1772218 444202 0 939232 750996 188236 0 0 0 0 0 84441 27569 56872 0 61116 61116 60951 60951 6383147 5344828 1038319 0 11425 5415 6010 396018 168392 227626 997789 556220 441569 68970 53620 15350 625265 595645 29620 76051 74335 1716 328153 0 328153 710298 586705 123593 158534 158534 Patient Incentive 159484 159484 Maintenance & Repairs 425533 5958 419575 Miscellaneous 463292 416185 47107 0 0 0 0 27964931 20024615 7940316 0 1821465 2541446 8542328 3715848 0 0 0 0 417748 225841 20768867 9263751 12052608 11505116 26880734 29670722 0 0 0 0 49714883 47658973 2570228 2582936 262429 571761 9249936 8927261 0 0 0 0 12082593 12081958 X 24674164 24247039 12958126 11329976 37632290 35577015 49714883 47658973 -3290204 1234929 0 X false true X true true true X X X 1 Indiana Univeristy 356001673 2 true 2059683 0 1 2059683 0 true false false false false true false false false false false false false false false true false Schedule A, Part IV, Section A, Line 6 Support to other supported orgs Regenstrief Institute, Inc. has ongoing commitments to MOI Teaching and Referral Hospital and Purdue University. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 520811 520811 17314511 6501151 10813360 2933545 2762600 170945 11505116 0 X 25848705 1234929 0 1234929 24613776 60951 0 60951 24674727 27903980 0 0 27903980 60951 0 60951 27964931 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true Sub-Saharan Africa 2 2 Program Services Medical Informatics 46087 2 2 0 0 2 2 46087 0 46087 Sub-Saharan Africa General 24850 Wire Transfer Sub-Saharan Africa General Support 21237 Wire Transfer 0 2 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Regenstrief Institute maintains a close relationship with external parties and all expenses must comply with internal spending policies which are verified by research center business manager and finance staff. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Cash Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Cash X false false false false false false false false false TATIANA FOROUD PhD MS Board Member, Vice Chair 0 512379 0 0 0 0 0 0 0 0 0 512379 0 0 JAY L HESS MD PHD MHSA Board Member 0 613400 0 221157 0 0 0 364557 0 22457 0 1221571 0 0 LISA E HARRIS MD Board Member 0 569201 0 0 0 0 0 0 0 57199 0 626400 0 0 PHAEDRA CORSO PhD Board Member 0 272805 0 0 0 0 0 26667 0 9776 0 309248 0 0 JOYCE HERTKO PhD MS COO, Secretary 228066 0 20000 0 0 0 21960 0 24230 0 294256 0 0 0 KAREN CROW CPA CGMA CFO 204980 0 0 0 0 0 7270 0 12556 0 224806 0 0 0 RACHEL PATZER PhD MPH President & CEO 0 287975 0 0 0 0 0 0 0 0 0 287975 0 0 MARJORIE RALLINS Executive Director, HDS 220638 0 17500 0 0 0 1800 0 13428 0 253366 0 0 0 EZA HAFEZA Director of Terminology Services and Operations 180642 0 0 0 0 0 22500 0 20389 0 223531 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The compensation for the CEO is determined by the related organization Indiana University. A Indiana Finance Authority 351602316 2014-10-28 11500000 New construction - research building false false false A 2572739 11500000 50001 11449999 2015 false false true true A false false false false 0.0 false false true A false false true false false false false false true A true Form 990, Part III, Line 4d Description of other program services (Expenses $ 2,752,757 including grants of $)(Revenue $ 682,547) Center for Health Services Research - Improve the delivery and outcome of healthcare through innovative use of health informative, technically, and transdisciplinary research across multitude of settings. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $)(Revenue $ 540,170) IU Institute Support & IU Share Support Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $)(Revenue $ 499,830) Miscellaneous Revenue Form 990, Part VI, Line 11b Review of form 990 by governing body Before filing the Form 990, a copy of the 990 is provided to the audit and finance committees for their review. These committees include representation from the company's board, the company's officers and others with finance backgrounds. The Form 990 is also reviewed by an independent accounting firm. Form 990, Part VI, Line 12c Conflict of interest policy The conflict of interest policy is distributed at the fall (September) board meeting. All board members are asked to complete annually. The CEO and President, COO, and CFO also sign the COI. The internal privacy and compliance officer reviews the signed copies and tracks if a conflict arises when considering a proposed transaction or arrangement. If it is determined that a board member has a conflict of interest, the board member would be excused from discussion and voting on that issue. Form 990, Part VI, Line 15a Process to establish compensation of top management official Indiana University compensates the organization's President and CEO. A joint committee comprised on Indiana University School of Medicine and Regenstrief Institute Board of Directors who have knowledge and expertise in determining the fair market value of the services provided to the organization determines the President and CEO's compensation. Form 990, Part VI, Line 15b Process to establish compensation of other employees Administration and Human Resources leadership, including Senior Human Resources Director Candace Wells-Meyers, conducts annual bench-marking along with reviewing and approving of the budget to determine compensation of other officers or key employees. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part IX, Line 11g Other Fees Total Purchased Services - Total Expense: 5445132, Program Service Expense: 4406813, Management and General Expenses: 1038319, Fundraising Expenses: ; Faculty Service Cost - Total Expense: 938015, Program Service Expense: 938015, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part VI, Line 1B Independent Member of the board The directors that are not treated as independent are representatives of the corporation's supported organizations within the meaning of the code section 509 (A)(3). These directors serve the corporation in a voluntary capacity and receive no compensation from the corporation for their services as a director or officer of the corporation. IN addition, their compensation with the supported organization is not determined with reference to their responsibilities for, or on behalf of, the corporation. In sum, their role as directors of the corporation is for the express purpose of ensuring that the corporation is responsive to the needs of its supported organizations. Form 990, Part VII, Section A, Line 6 Compensation from Related Organizations Regenstrief Institute, Inc. requested that board members compensated by Indiana University, a related organization, report compensation received from Indiana University. The board members compensated by Indiana University include: Jay Hess, Tatiana Foroud, Rachel Patzer, Phaedra Corso, Lisa Harris, and Sarah Wiehe. Part IX, Line 11G Description of Other Fees for Service Other fees for services on line 11g includes amounts paid to Indiana University, a related organization, for the use of Indiana University employees for various Regenstrief Institute, Inc. projects, including: IT services, email services and servers. Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 Higher Education IN 501(c)(3) 2 NA false false true true false false false false false false false false false false false false false false false