REGENSTRIEF INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF INSTITUTE INC (EIN 30-0007730)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-27
- IRS object ID
- 201521179349300232
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-27T12:53:00-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300007730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENSTRIEF INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA DIBBLE | InCareOfNm |
| Business Name Control | REGE | BusinessNameControlTxt |
| Phone | 3172749075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 WISHARD BOULEVARD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462022872 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THANE PETERSON | PersonNm |
| Person Title | EXECUTIVE OPERATING OFFICER | PersonTitleTxt |
| Phone | 3172749075 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3172749075 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM TIERNEY PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 WISHARD BLVD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,017,253 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REGENSTRIEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,013,033 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,353,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,430,965 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,544,457 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,360 | PYInvestmentIncomeAmt |
| CY Investment Income | $118,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,553,358 | PYTotalRevenueAmt |
| CY Total Revenue | $23,017,253 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,315,291 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,373,098 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,876,735 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,757,742 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,273,747 | PYOtherExpensesAmt |
| CY Other Expenses | $5,953,498 | CYOtherExpensesAmt |
| PY Total Expenses | $19,465,773 | PYTotalExpensesAmt |
| CY Total Expenses | $21,084,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,087,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,932,915 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,176,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,185,886 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,842,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,935,355 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,334,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,250,531 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | REGENSTRIEF INSTITUTE, INC. IS A RECOGNIZED INFORMATICS AND HEALTHCARE RESEARCH ORGANIZATION, WHOSE MISSION IS 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,727,428 | ExpenseAmt |
| Grant | $2,373,098 | GrantAmt |
| Revenue | $9,124,643 | RevenueAmt |
| Desc | MEDICAL INFORMATICS - DEVELOP, MANAGE AND OPERATE THE REGENSTRIEF MEDICAL RECORDS SYSTEM, A PHYSICIAN-DESIGNED INTERGRATED INPATIENT AND OUTPATIENT INFORMATION SYSTEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,851,361 | ExpenseAmt |
| Revenue | $8,579 | RevenueAmt |
| Desc | AGING RESEARCH - STUDY WAYS OF IMPROVING THE QUALITY OF HEALTH CARE FOR THE ELDERLY BY IMPROVING THE ABILITY OF PATIENTS AND HEALTH CARE PROVIDERS TO ACCESS AND MANAGE MEDICAL INFORMATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,280,882 | ExpenseAmt |
| Revenue | $411,235 | RevenueAmt |
| Desc | REGENSTRIEF CENTER FOR HEALTHCARE EFFECTIVENESS AND RESEARCH(RCHER) ENHANCES THE UTILIZATION OF CLINICAL DATA REPOSITORIES TO INFORM, IMPROVE, AND IMPACT HEALTHCARE DECISIONS, TREATMENTS, OUTCOMES AND COSTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $586,555 | HEALTH SERVICES RESEARCH |
| $173,188 | BIOSTATICS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $759,743 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $15,619,414 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA DIBBLE | PersonNm |
| Phone | 3172749075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 WISHARD BLVD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462022872 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACK SNYDER | ||||||||
| BOARD CHAIRMAN | 2.0 | 0.0 | Yes (X) | Yes (X) | ||||
| JAY HESS MD | ||||||||
| BOARD MEMBER | 2.0 | 40.0 | Yes (X) | $0 | $156,678 | $10,904 | ||
| THOMAS MATTICE FACHE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | |||||
| DANIEL F EVANS JR | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | |||||
| HARVEY FEIGENBAUM MD | ||||||||
| BOARD MEMBER | 2.0 | 40.0 | Yes (X) | $0 | $61,438 | $0 | ||
| PAUL HALVERSON MD | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | |||||
| LISA HARRIS MD | ||||||||
| BOARD MEMBER | 2.0 | 40.0 | Yes (X) | $0 | $329,425 | $0 | ||
| LEONARD BETLEY | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | |||||
| BRYAN MILLS | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | |||||
| WILLIAM TIERNEY MD | ||||||||
| PRESIDENT & CEO | 2.0 | 40.0 | Yes (X) | Yes (X) | $0 | $292,338 | $53,020 | |
| DAVID CRABB MD | ||||||||
| BOARD MEMBER | 2.0 | 40.0 | Yes (X) | $0 | $256,812 | $0 | ||
| MARIA DIBBLE | ||||||||
| FINANCIAL MANAGER | 40.0 | 0.0 | Yes (X) | $96,143 | $0 | $26,004 | ||
| MARY GRAY JAN-MAR | ||||||||
| DIRECTOR OF ADMIN & HR | 40.0 | 0.0 | Yes (X) | $139,986 | $0 | $13,787 | ||
| CHARLES FOX | ||||||||
| TREASURER/SECRETARY | 2.0 | 0.0 | Yes (X) | $20,000 | ||||
| THANE PETERSON | ||||||||
| EXECUTIVE OPERATING OFFICER | 40.0 | 0.0 | Yes (X) | $73,073 | $0 | $5,407 | ||
| JOHN HOOK | ||||||||
| SYSTEMS ENGINEER | 40.0 | 0.0 | $112,672 | $0 | $35,615 | Yes (X) | ||
| DAVID TAYLOR | ||||||||
| SYSTEMS ENGINEER | 40.0 | 0.0 | $112,799 | $0 | $22,877 | Yes (X) | ||
| JAMES MEEK-JOHNSON | ||||||||
| SYSTEMS ENGINEER | 40.0 | 0.0 | $110,788 | $0 | $35,037 | Yes (X) | ||
| TULL GLAZENER | ||||||||
| SYSTEMS ENGINEER | 40.0 | 0.0 | $116,150 | $0 | $20,612 | Yes (X) | ||
| JAMES EDWARDS JAN-NOV | ||||||||
| SYSTEMS ENGINEER | 40.0 | 0.0 | $144,799 | $0 | $30,155 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $926,410 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,096,691 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,418 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KFORCE TECHNOLOGY | |||||
| PO BOX 277997 | ATLANTA | GA | 30384 | IT SERVICES | $231,306 |
| INDIANA UNIVERSITY | |||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | RESEARCH SERVICES | $2,313,851 |
| ANCHOR POINT TECH RESOURCES | |||||
| 212 W 10TH STREET | INDIANAPOLIS | IN | 46202 | IT SERVICES | $457,072 |
| SUMMIT REALTY GROUP | |||||
| 241 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | REALTY SERVICES | $355,200 |
| SURESCRIPTS LLC | |||||
| 2800 CRYSTAL DR 10TH FLOOR | ARLINGTON | VA | 22202 | IT SERVICES | $225,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,778,961 | GovernmentGrantsAmt |
| All Other Contributions | $3,574,925 | AllOtherContributionsAmt |
| Total Contributions | $13,353,886 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT RESEARCH & LICENSE | 900099 | $9,390,916 | $9,390,916 |
| MISCELLANEOUS INCOME | 900099 | $153,541 | $153,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,544,457 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,910 | TotalRevenueColumnAmt |
| Exclusion | $118,910 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,017,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,544,457 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $118,910 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,357,534 | TotalAmt |
| Program Services | $2,357,534 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,564 | TotalAmt |
| Program Services | $15,564 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,400 | TotalAmt |
| Management And General | $374,400 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,035,364 | TotalAmt |
| Program Services | $7,248,430 | ProgramServicesAmt |
| Management And General | $1,786,934 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,950 | TotalAmt |
| Program Services | $435,186 | ProgramServicesAmt |
| Management And General | $129,764 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,096 | TotalAmt |
| Program Services | $1,392,395 | ProgramServicesAmt |
| Management And General | $600,701 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,932 | TotalAmt |
| Program Services | $608,492 | ProgramServicesAmt |
| Management And General | $181,440 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,901 | TotalAmt |
| Program Services | $26,521 | ProgramServicesAmt |
| Management And General | $90,380 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,880 | TotalAmt |
| Management And General | $70,880 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,380 | TotalAmt |
| Management And General | $27,380 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,014,984 | TotalAmt |
| Program Services | $2,263,591 | ProgramServicesAmt |
| Management And General | $751,393 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,864 | TotalAmt |
| Program Services | $60,143 | ProgramServicesAmt |
| Management And General | $283,721 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,798 | TotalAmt |
| Management And General | $474,798 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,814 | TotalAmt |
| Program Services | $167,394 | ProgramServicesAmt |
| Management And General | $131,420 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,886 | TotalAmt |
| Program Services | $687,777 | ProgramServicesAmt |
| Management And General | $67,109 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,204 | TotalAmt |
| Management And General | $119,204 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE & REPAIRS | $357,193 | $177,847 | $179,346 |
| PATIENT INCENTIVE | $69,533 | $68,149 | $1,384 |
| MISCELLANEOUS | $305,061 | $110,391 | $194,670 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,084,338 | TotalAmt |
| Program Services | $15,619,414 | ProgramServicesAmt |
| Management And General | $5,464,924 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,298 | BOYAmt |
| EOY | $269,215 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,287,767 | BOYAmt |
| EOY | $10,228,310 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,720 | BOYAmt |
| EOY | $238,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,309,937 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,271,974 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,695 | BOYAmt |
| EOY | $1,037,963 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,106,942 | BOYAmt |
| EOY | $16,411,784 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,176,422 | BOYAmt |
| EOY | $28,185,886 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,038 | BOYAmt |
| EOY | $1,935,355 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,080 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,842,118 | BOYAmt |
| EOY | $1,935,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,209,815 | BOYAmt |
| EOY | $14,680,333 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,124,489 | BOYAmt |
| EOY | $11,570,198 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,334,304 | BOYAmt |
| EOY | $26,250,531 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,176,422 | BOYAmt |
| EOY | $28,185,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,932,915 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,688 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356001673 | EIN |
| Organization Type | 02 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $2,313,851 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,313,851 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,309,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,271,974 | DepreciationAmt |
| Book Value | $1,037,963 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,037,963 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $22,973,185 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,688 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$16,688 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,989,873 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,380 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,380 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,017,253 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,056,958 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $21,056,958 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,380 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,084,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ASC 740 DISCLOSURE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART X 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 1 | 4 | Program Services | MEDICAL INFORMATICS | $143,883 |
| Europe (Including Iceland and Greenland) | 1 | 1 | Program Services | MEDICAL INFORMATICS | $50,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $194,183 | SubtotalSpentAmt |
| Total Spent | $194,183 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY | |||||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $2,227,700 | GENERAL PURPOSE |
| PURDUE UNIVERISTY | |||||||
| 23510 NETWORK PLACE | CHICAGO | IL | 60673 | 356002041 | 501(C)(3) | $129,834 | GENERAL PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANT | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $15,564 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART 1, LINE 2 REGENSTRIEF INSTITUTE REVIEWS THE USE OF GRANT FUNDS TO ENSURE THAT ALL GRANTS MEET CONTRACT GUIDELINES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAY HESS MD | ||||||||||||||
| BOARD MEMBER | $0 | $156,678 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $4,904 | $0 | $167,582 | $0 | $0 |
| LISA HARRIS MD | ||||||||||||||
| BOARD MEMBER | $0 | $329,425 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $329,425 | $0 | $0 |
| MARY GRAY JAN-MAR | ||||||||||||||
| DIRECTOR OF ADMIN & HR | $56,853 | $0 | $0 | $0 | $83,133 | $0 | $6,561 | $0 | $7,226 | $0 | $153,773 | $0 | $0 | $0 |
| WILLIAM TIERNEY MD | ||||||||||||||
| PRESIDENT & CEO | $0 | $250,000 | $0 | $42,338 | $0 | $0 | $0 | $37,188 | $0 | $15,832 | $0 | $345,358 | $0 | $0 |
| JAMES EDWARDS JAN-NOV | ||||||||||||||
| SYSTEMS ENGINEER | $94,869 | $0 | $0 | $0 | $49,930 | $0 | $14,894 | $0 | $15,261 | $0 | $174,954 | $0 | $0 | $0 |
| DAVID CRABB MD | ||||||||||||||
| BOARD MEMBER | $0 | $256,812 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $256,812 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HEALTH AND SOCIAL CLUB DUES | SCH J, PART 1, LINE 1A JOHN HOOK AND TULL GLAZENER RECEIVED REIMBURSEMENTS FOR FITNESS FACILITIES, WHICH WAS REPORTED AS TAXABLE INCOME. |
| CEO COMPENSATION | SCH J, PART 1, LINE 3 THE BOX CHECKED ON LINE 3 REPRESENTS THE AMOUNT OF COMPENSATION PAID BY THE ORGANIZATION. THE REMAINING COMPENSATION IS PAID BY INDIANA UNIVERSITY, A RELATED ORGANIZATION, WHICH USES A JOINT COMMITTEE COMPOSED OF MEMBERS FROM INDIANA UNIVERSITY SCHOOL OF MEDICINE AND REGENSTRIEF INSTITUTE BOARD OF DIRECTORS. |
| SEVERANCE PAYMENTS | SCH J, PART 1, LINE 4A THE AMOUNTS REPORTED AS OTHER COMPENSATION, ON SCHEDULE J PART II, FOR MARY GRAY AND JAMES EDWARDS INCLUDE SEVERANCE PAYMENTS IN THE AMOUNTS OF $83,133 AND $16,232 RESPECTIVELY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INDEPENDENT MEMBERS OF THE BOARD | FORM 990, PART VI, LINE 1B THE FIVE 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. |
| PROCESS TO REVIEW FORM 990 | FORM 990, PART VII, LINE 11B 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. |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990. PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED AT THE FALL (SEPTEMBER) BOARD MEETING. ALL BOARD MEMBERS ARE ASKED TO COMPLETE ANNUALLY. THE CEO & PRESIDENT, COO, AND FINANCIAL MANAGER ALSO SIGN THE COI. LEGAL COUNSEL 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. |
| REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION | FORM 990, PART VI, LINE 15A & 15B 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 RESOURCE CONDUCTS ANNUAL BENCHMARKING ALONG WITH REVIEWING AND APPROVING OF THE BUDGET TO DETERMINE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES. |
| AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND F/S | FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| COMPENSATION FROM RELATED ORGANIZATIONS | FORM 990, PART VII, SECTION A, LINE 6 REGENSTRIEF INSTITUTE, INC. REQUESTED THAT BOARD MEMBERS COMPENSATED BY INDIANA UNIVERSITY, A RELATED ORGANIZATION, REPORT COMPENSATION RECEIVED FROM INDIANA UNIVERSITY. THE ORGANIZATION HAS REPORTED ALL INFORMATION RECEIVED. |
| DESCRIPTION OF PURCHASED SERVICES | FORM 990, PART IX, LINE 11G 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. |
| OFFICERS COMPENSATION | FORM 990, PART XI, LINE 9 CHARLES FOX IS PAID A SERVICE FEE IN THE AMOUNT OF $20,000 AND DOES NOT RECEIVE ANY EMPLOYEE BENEFITS OR DEFERRED COMPENSATION. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:3014984 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S INDIANA AVENUE | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IN | State |
| ZIP Code | 47405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356001673 | EIN |
| Primary Activities | HIGHER ED | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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