2022-04-21T07:57:16-05:00 2021-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2020-07-01 300007730 Regenstrief Institute Inc % DEBORAH STOMBAUGH REGE 3172749185 1101 WEST 10TH STREET INDIANAPOLIS IN 46202 DEBORAH STOMBAUGH CFO 3172749075 2022-05-15 true JOYCE HERTKO PHD 999009999 P01279475 3173834000 2022-05-15 2 2020 2022-09-23 18:48:47Z UMBERTO TACHINARDI MD MS 1101 WEST 10TH STREET INDIANAPOLIS IN 46202 25322976 false X WWW.REGENSTRIEF.ORG X 2002 IN CONNECTING AND INNOVATING FOR BETTER HEALTH. 11 5 239 12 -24990 0 13852018 17583180 6801339 7412904 325293 326892 0 0 20978650 25322976 47758 0 0 0 14694543 15031809 0 0 0 8704902 7341656 23447203 22373465 -2468553 2949511 42466318 44058559 15090875 14023430 27375443 30035129 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 6089389 4193301 MEDICAL INFORMATICS - IMPROVING HEALTHCARE THROUGH INFORMATICS. 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EXPLORE NEW MODELS OF CARE FOR LATE LIFE DEPRESSION, DEMENTIA, DELIRIUM AND OTHER COMMON GERIATRIC SYNDROMES. 1145770 6045 HEALTH SERVICES RESEARCH - IMPROVE THE DELIVERY AND OUTCOMES OF HEALTH CARE THROUGH INNOVATIVE USE OF HEALTH INFORMATION, TECHNOLOGY, AND TRANSDISCIPLINARY RESEARCH ACROSS MULTITUDE SETTINGS. 1145770 6045 15385080 true true false false false false false false false false true false false false false false true false false true true false 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 38 0 239 true false false false false false false false false false false false false X 11 5 false false false false false false false true true false false false true true true true true true true true true IN X DEBORAH STOMBAUGH 3172749440 1101 WEST TENTH STREET INDIANAPOLIS IN 462022872 JAY HESS BOARD MEMBER 2.0 40.0 X 0 852358 257000 MICHELLE JANNEY BOARD MEMBER 2.0 40.0 X 0 866700 50715 PETER EMBI BOARD MEMBER, PRESIDENT & CEO 24.0 26.0 X X 0 560698 52488 THANE PETERSON COO (END 10/16/20) 40.0 0.0 X 270864 0 51921 JEREMY HARPER CHIEF RESEARCH INFO OFFICER 40.0 0.0 X 182586 0 24464 SWAPNA ABHYANKAR INTERIM DIR, CONTENT DEVELOP. 40.0 0.0 X 161356 0 28703 JOHN HOOK MANAGER, TECHNICAL SERVICES 40.0 0.0 X 143904 0 39060 DAVID TAYLOR SYSTEMS ENGINEER IV 40.0 0.0 X 130564 0 44994 DAVID BAORTO CLINICAL TERM DEV IV 40.0 0.0 X 149211 0 22715 JOYCE HERTKO CHIEF OF STAFF/INTERM COO 40.0 0.0 X 134976 0 25217 MARIA DIBBLE DIR. OF FINANCE (END 01/09/21) 40.0 0.0 X 117922 0 34734 JENNIFER SULLIVAN BOARD MEMBER 2.0 40.0 X 0 61380 0 CHARLES FOX TREASURER AND SECRETARY 4.0 0.0 X 10000 0 0 SARAH WIEHE BOARD MEMBER (BEG 10/01/20) 2.0 40.0 X 0 0 0 LISA HARRIS BOARD MEMBER 2.0 40.0 X 0 0 0 JOHN KANSKY BOARD MEMBER 2.0 0.0 X 0 0 0 CRAIG BRATER BOARD MEMBER 2.0 0.0 X 0 0 0 CLAIRE FIDDIAN-GREEN BOARD MEMBER 2.0 0.0 X 0 0 0 TATIANA FOROUD BOARD MEMBER (BEG 10/01/20) 2.0 40.0 X 0 0 0 VIRGINIA CAINE BOARD MEMBER (BEG 10/01/20) 2.0 0.0 X 0 0 0 1301383 2341136 632011 20 false true false INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 RESEARCH SERVICES 1165744 SURESCRIPTS LLC 2550 SOUTH CLARK STREET ARLINGTON VA 22202 RESEARCH SERVICES 283333 MDCLONE 303 SYMAN STREET STE 300 WALTHAM MA 02451 RESEARCH SERVICES 229167 GLOBAL CONNECT DEVELOPMENT GROUP LL 480 BEECH ST ROSLINDALE MA 02131 RESEARCH SERVICES 185312 PINTAIL SOLUTIONS 40 CRICKET KNOLL LN CARMEL IN 46033 RESEARCH SERVICES 173500 8 390878 13734575 3457727 17583180 CONTRACT RESEARCH & LICENSE 900099 7282246 7282246 OTHER PROGRAM INCOME 900099 130658 130658 7412904 326892 -24990 351882 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25322976 7412904 -24990 351882 0 0 0 0 645634 645634 0 10787600 7627091 3160509 633426 469179 164247 2158141 1471471 686670 807008 597751 209257 0 57375 20178 37197 67050 67050 0 0 42987 42987 4351695 3677015 674680 0 342528 137966 204562 0 0 324202 224417 99785 35152 27435 7717 0 0 344270 344270 0 1028866 792227 236639 112510 112510 PATIENT INCENTIVE 193234 191864 1370 MAINTENANCE & REPAIRS 98620 12246 86374 MISCELLANEOUS 343167 136240 206927 22373465 15385080 6988385 0 0 0 2352490 3589886 6562333 8597564 0 0 0 0 0 0 0 0 0 0 204163 229874 20357649 6707868 14649938 13649781 18697394 17991454 0 0 0 0 0 0 0 0 42466318 44058559 2050893 2012789 0 0 217568 145631 10171569 9865010 0 0 0 0 0 0 2650845 2000000 0 0 15090875 14023430 X 19230493 22267157 8144950 7767972 27375443 30035129 42466318 44058559 2949511 -289825 X false true X true true true X X X 1 INDIANA UNIVERSITY 356001673 2 true 1165744 0 1 1165744 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 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 17216247 4563384 12652863 2620591 2144484 476107 13649781 24990164 -289825 -289825 25279989 42987 42987 25322976 22330478 22330478 42987 42987 22373465 SCHEDULE D, PART X ASC 740 DISCLOSURE: 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. NORTH AMERICA 1 1 PROGRAM SERVICES MEDICAL INFORMATICS 6000 SOUTH AMERICA 1 1 PROGRAM SERVICES MEDICAL INFORMATICS 36131 EUROPE (INCLUDING ICELAND AND GREENLAND) 3 3 PROGRAM SERVICES MEDICAL INFORMATICS 91148 5 5 5 5 133279 133279 false false false false false false X true false false false false false false false false THANE PETERSON COO (END 10/16/20) 187113 0 3000 0 80751 0 25367 0 26554 0 322785 0 JOYCE HERTKO CHIEF OF STAFF/INTERM COO 132996 0 0 0 1980 0 4867 0 20350 0 160193 0 MARIA DIBBLE DIR. OF FINANCE (END 01/09/21) 115942 0 0 0 1980 0 14153 0 20581 0 152656 0 PETER EMBI BOARD MEMBER, PRESIDENT & CEO 0 560698 0 0 0 0 0 38237 0 14251 0 613186 MICHELLE JANNEY BOARD MEMBER 0 371666 0 495034 0 0 0 45500 0 5215 0 917415 JAY HESS BOARD MEMBER 0 633104 0 219254 0 0 0 257000 0 0 0 1109358 JEREMY HARPER CHIEF RESEARCH INFO OFFICER 177316 0 5000 0 270 0 6670 0 17794 0 207050 0 SWAPNA ABHYANKAR INTERIM DIR, CONTENT DEVELOP. 160906 0 0 0 450 0 10715 0 17988 0 190059 0 DAVID BAORTO CLINICAL TERM DEV IV 147921 0 0 0 1290 0 5374 0 17341 0 171926 0 JOHN HOOK MANAGER, TECHNICAL SERVICES 141924 0 0 0 1980 0 17279 0 21781 0 182964 0 DAVID TAYLOR SYSTEMS ENGINEER IV 129874 0 0 0 690 0 15853 0 29141 0 175558 0 SCHEDULE J, PART I, LINE 3 PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION FOR THE CEO IS DETERMINED BY THE RELATED ORGANIZATION INDIANA UNIVERSITY. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: THANE PETERSON RECEIVED SEVERANCE PAYMENTS DURING THE YEAR OF $58,639. THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). HE WILL RECEIVE SEVERANCE PAYMENT IN 2021 OF $58,639. A INDIANA FINANCE AUTHORITY 351602316 2014-10-28 11500000 NEW CONSTRUCTION-RESEARCH BUILDING false false false A 1634990 11500000 0 0 0 0 50001 0 0 11449999 0 0 2015 false false true true A false false false false 0 false false false true A false false true false false false 0 false 0 false true A true FORM 990, PART VI, LINE 1B INDEPENDENT MEMBERS OF THE BOARD: THE DIRECTORS THAT ARE NOT TREATED AS INDEPENDENT ARE REPRESENTATIVES OF THE CORPORATION'S SUPPORTED ORGANIZATIONS WITHIN THE MEANING OF 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 VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: 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 FINANCIAL BACKGROUNDS. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH 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, VP OF FINANCE/ADMINISTRATION, AND DIRECTOR OF FINANCE 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, SECTION B, LINE 15A AND 15B REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: INDIANA UNIVERSITY COMPENSATES THE ORGANIZATION'S PRESIDENT AND CEO. A JOINT COMMITTEE COMPRISED OF 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. ADMINISTRATION AND HUMAN RESOURCES LEADERSHIP, INCLUDING HUMAN RESOURCES MANAGER 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 AVAILABILITY OF GOVERNING DOCUMENTS, C.O.I. POLICY, AND F/S: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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; PETER EMBI, MICHELLE JANNEY, Sarah Wiehe, LISA HARRIS, JENNIFER SULLIVAN, JAY HESS, Tatiana Foroud FORM 990, PART IX, LINE 11G DESCRIPTION OF PURCHASED SERVICES: THE AMOUNT LISTED FOR PURCHASED SERVICES ON LINE 11G IS PAID TO INDIANA UNIVERSITY FOR THE USE OF INDIANA UNIVERSITY EMPLOYEES FOR VARIOUS REGENSTRIEF INSTITUTE, INC. PROJECTS, INCLUDING: IT SERVICES, EMAIL SERVICES, AND SERVERS. FORM 990 PART IX LINE 11G DESCRIPTION:TOTAL PURCHASED SERVICES TOTAL FEES:3044152 FORM 990 PART IX LINE 11G DESCRIPTION:FACULTY SERVICE COST TOTAL FEES:1307543 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 HIGHER ED IN 501C3 2 NA false false true true false false false false false false false false false false false false false false false false