REGENSTRIEF INSTITUTE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF INSTITUTE INC (EIN 30-0007730)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-06
- IRS object ID
- 201111269349300206
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-06T10:38:12-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300007730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regenstrief Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REGE | NameControl |
| Phone | 3176306221 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 Wishard Boulevard | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462022872 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM TIERNEY | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William Tierney President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 14875888 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.regenstrief.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 160 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11975609 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12562675 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2057269 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2090630 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 332580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 222583 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14365458 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14875888 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 697846 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8714955 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10394627 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4762624 | OtherExpensePriorYear |
| Other Expenses Current Year | 7084705 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13477579 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18177178 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 887879 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3301290 | RevenuesLessExpensesCY |
| Total Assets BOY | 21633285 | TotalAssetsBOY |
| Total Assets EOY | 18135626 | TotalAssetsEOY |
| Total Liabilities BOY | 1798065 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1623695 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19835220 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16511931 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10976463 | Expense |
| Grants | 697846 | Grants |
| Revenue | 1875909 | Revenue |
| Description | MEDICAL INFORMATICS - DEVELOP, MANAGE AND OPERATE THE REGENSTRIEF MEDICAL RECORDS SYSTEM, A PHYSICIAN-DESIGNED INTERGRATED INPATIENT AND OUTPATIENT INFORMATION SYSTEM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1267981 | Expense |
| Revenue | 0 | Revenue |
| Description | HEALTH SERVICES RESEARCH - MEDICAL RESEARCH DIRECTED AT IMPROVING HEALTH CARE BY BETTERING THE CAPTURE, ANALYSIS, CONTENT AND DELIVERY OF THE INFORMATION NEEDED BY PATIENTS, THEIR HEALTH CARE PROVIDERS AND POLICYMAKERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 910703 | Expense |
| Revenue | 30010 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 891742 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 184711 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14046889 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 160 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Maria Dibble | NamePerson |
| Telephone Number | 3176306221 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 Wishard Blvd | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462022872 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LEONARD BETLEY | |||||||
| BOARD CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 | |
| THOMAS INUI MD | |||||||
| PRESIDENT & CEO | 2.0 | X | X | 75000 | 222000 | 82406 | |
| GLENN BINGLE MD PHD FACP | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| D CRAIG BRATER MD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| DAVID CRABB MD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| DANIEL F EVANS JR | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| HARVEY FEIGENBAUM MD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| SAM NUSSBAUM MD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| LISA HARRIS MD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| JACK SNYDER | |||||||
| BAORD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| THOMAS MATTICE | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| CHARLES FOX | |||||||
| TREASURER/SECRETARY | 2.0 | X | 0 | 0 | 0 | ||
| MARIA DIBBLE | |||||||
| FINANCIAL MANAGER | 40.0 | X | 86563 | 0 | 17679 | ||
| MARY GRAY | |||||||
| DIRECTOR OF ADMIN & HR | 40.0 | X | 110219 | 0 | 20525 | ||
| JOHN HOOK | |||||||
| PROGRAM SUPERVISOR | 40.0 | 107355 | 35681 | X | |||
| LARRY LEMMON | |||||||
| SR. SYSTEMS ENGINEER | 40.0 | 110198 | 0 | 35423 | X | ||
| JAMES MEEKS-JOHNSON | |||||||
| SYSTEM ENGINEER IV | 40.0 | 100208 | 0 | 26202 | X | ||
| MARK TUCKER | |||||||
| SYSTEMS ENGINEER | 40.0 | 110883 | 0 | 14462 | X | ||
| TULL GLAZENER | |||||||
| SYSTEMS ENGINEER | 40.0 | 108217 | 0 | 20421 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 808643 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 222000 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 252799 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCDOUGALL PIERCE CONSTRUCTION INC | |||||
| 12720 FORD DRIVE | FISHERS | IN | 46038 | RENOVATION SERVICES | 422848 |
| INDIANA UNIVERSITY | |||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | RESEARCH SERVICES | 305719 |
| ANCHOR POINT TECH RESOURCES | |||||
| 212 W 10TH STREET | INDIANAPOLIS | IN | 46202 | IT SERVICES | 273012 |
| PARTNERS IN HEALTH | |||||
| 888 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | RESEARCH SERVICES | 205089 |
| SURESCRIPTS LLC | |||||
| 62051 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 606930620 | RESEARCH SERVICES | 183783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 7764642 | GovernmentGrants |
| All Other Contributions | 4798033 | AllOtherContributions |
| Total Contributions | 12562675 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH & LICENSE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2090630 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2090630 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2090630 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 222583 | TotalRevenueColumn |
| Exclusion | $222,583 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14875888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2090630 | RelatedOrExemptFunctionIncome |
| Exclusion | $222,583 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 697846 | Total |
| Program Services | 697846 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309985 | Total |
| Program Services | 243889 | ProgramServices |
| Management And General | 66096 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7273955 | Total |
| Program Services | 5722988 | ProgramServices |
| Management And General | 1550967 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453672 | Total |
| Program Services | 356832 | ProgramServices |
| Management And General | 96840 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1768142 | Total |
| Program Services | 1389034 | ProgramServices |
| Management And General | 379108 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588873 | Total |
| Program Services | 463312 | ProgramServices |
| Management And General | 125561 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162388 | Total |
| Program Services | 22577 | ProgramServices |
| Management And General | 139811 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48357 | Total |
| Program Services | 6723 | ProgramServices |
| Management And General | 41634 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19788 | Total |
| Management And General | 19788 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4693077 | Total |
| Program Services | 3836898 | ProgramServices |
| Management And General | 856179 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239119 | Total |
| Program Services | 51102 | ProgramServices |
| Management And General | 188017 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61194 | Total |
| Program Services | 28851 | ProgramServices |
| Management And General | 32343 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286026 | Total |
| Program Services | 101987 | ProgramServices |
| Management And General | 184039 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864154 | Total |
| Program Services | 787331 | ProgramServices |
| Management And General | 76823 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174338 | Total |
| Management And General | 174338 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MAINTENANCE & REPAIRS | 229173 | 146642 | 82531 |
| PATIENT INCENTIVE | 50494 | 50494 | |
| MISCELLANEOUS | 256597 | 140383 | 116214 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18177178 | Total |
| Program Services | 14046889 | ProgramServices |
| Management And General | 4130289 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1931006 | BOY |
| EOY | 849279 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6251433 | BOY |
| EOY | 4700730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34999 | BOY |
| EOY | 111205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4555481 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1930674 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2850031 | BOY |
| EOY | 2624807 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10565816 | BOY |
| EOY | 9849605 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21633285 | BOY |
| EOY | 18135626 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1798065 | BOY |
| EOY | 1623695 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1798065 | BOY |
| EOY | 1623695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13314530 | BOY |
| EOY | 11826257 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6520690 | BOY |
| EOY | 4685674 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19835220 | BOY |
| EOY | 16511931 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21633285 | BOY |
| EOY | 18135626 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356001673 | EIN |
| Type Of Organization | 02 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $1,900,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1900000 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4555481 | OtherCostOrOtherBasis |
| Depreciation | 1930674 | Depreciation |
| Book Value | 2624807 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | 0 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2624807 | TotalOfBookValueLandBuildings |
| Total Revenue | 14875888 | TotalRevenue |
| Total Expenses | 18177178 | TotalExpenses |
| Excess Or Deficit For Year | -3301290 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -21999 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -21999 | TotalAdjustments |
| Excess Or Deficit Per FS | -3323289 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14834101 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -21999 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -21999 | RevenueNotRptdF990 |
| Revenue Subtotal | 14856100 | RevenueSubtotal |
| Investment Expenses Not Included | 19788 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 19788 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14875888 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18157390 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 18157390 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 19788 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 19788 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18177178 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 DISCLOSURE | Identifier |
| Return Reference | SCHEDULE D, PART X | ReturnReference |
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| 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 Of Recipient | 356001673 | EINOfRecipient |
| IRC Section | 501 (C)(3) | IRCSection |
| Amount Of Cash Grant | 697846 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL PURPOSE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART 1, LINE 1 | ReturnReference |
| Explanation | THE ORGANIZATION EVALUATES AND MONITORS DONEES BASED ON PUBLIC AND PRIVATE DATA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS INUI MD | NamePerson |
| Base Compensation Filing Org | 75000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 222000 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 22200 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5738 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 54468 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 80738 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 298668 | TotalCompensationRelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CEO COMPENSATION | Identifier |
| Return Reference | SCH J, PART 1, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4D | BIOSTATICS: EXPENSES = 126,365 FELLOWSHIPS: EXPENSES = 2,400 RESEARCH SUPPORT: EXPENSES = 121,855 EDITORSHIPS: EXPENSES = 126,596 DATA MANAGEMENT: EXPENSES = 514,527 |
| PROCESS TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11A | A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE PERFORMS A DETAILED REVIEW OF THE RETURN BEFORE IT IS FILED. |
| 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 EXCUSE FROM VOTING ON THAT ISSUE. |
| REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION | FORM 990, PART VI, LINE 15 & 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana University | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 2 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Indiana University | |
| B | 697846 |
| Indiana University | |
| C | 3124000 |
| Indiana University | |
| J, O | 1900000 |
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