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← INDIANA HEMOPHILIA AND THROMBOSIS CENTER INC

Form 990 for tax year 2022

Filed by INDIANA HEMOPHILIA AND THROMBOSIS CENTER INC.

Totals

Total revenue
$55,708,442
Total expenses
$48,585,161
Contributions and grants received
$2,349,490
Grants paid
$680,450
Program service revenue
$4,319,417
Investment income
$5,823,824
Other revenue
$43,215,711
Total assets, end of year
$205,388,132
Total liabilities, end of year
$14,585,223
Net assets or fund balances, end of year
$190,802,909
Program services expenses (Part IX)
$43,385,500
Management and general expenses
$5,104,936
Fundraising expenses
$94,725
Program service expenses (Part III)
$43,385,500

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $954,388

  • 1f · All other contributions, gifts and grants

    $1,395,102

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $4,319,417 · related or exempt $4,319,417

  • 3 · Investment income

    total $3,980,803 · related or exempt $3,980,803

  • 7a · Gross sales of assets other than inventory

    securities $37,187,080

  • 7b · Less cost or other basis and sales expenses

    securities $35,336,192 · other assets $7,867

  • 7c · Gain or loss

    securities $1,850,888 · other assets -$7,867

  • 7d · Net gain or loss

    total $1,843,021 · related or exempt $1,843,021

  • 10a · Gross sales of inventory

    $194,879,469

  • 10b · Cost of goods sold

    $151,663,758

  • 10c · Net income from sales of inventory

    total $43,215,711 · related or exempt $43,215,711

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $680,450 · program services $680,450

  • 5 · Compensation of officers, directors and key employees

    total $4,460,416 · program services $2,959,835 · management and general $1,439,864 · fundraising $60,717

  • 7 · Other salaries and wages

    total $22,514,549 · program services $21,892,273 · management and general $588,268 · fundraising $34,008

  • 8 · Pension plan contributions

    total $1,867,566 · program services $1,760,327 · management and general $107,239

  • 9 · Other employee benefits

    total $3,221,125 · program services $3,084,346 · management and general $136,779

  • 10 · Payroll taxes

    total $1,589,148 · program services $1,489,579 · management and general $99,569

  • 11b · Fees: legal

    total $279,683 · program services $99,649 · management and general $180,034

  • 11c · Fees: accounting

    total $63,517 · management and general $63,517

  • 11d · Fees: lobbying

    total $8,423 · program services $8,423

  • 11f · Fees: investment management

    total $714,806 · management and general $714,806

  • 11g · Fees: other

    total $2,398,223 · program services $1,369,989 · management and general $1,028,234

  • 12 · Advertising and promotion

    total $293,315 · management and general $293,315

  • 13 · Office expenses

    total $733,301 · program services $733,301

  • 14 · Information technology

    total $1,361,265 · program services $1,361,265

  • 16 · Occupancy

    total $493,127 · program services $440,597 · management and general $52,530

  • 17 · Travel

    total $338,118 · program services $338,118

  • 20 · Interest

    total $43,391 · program services $43,391

  • 22 · Depreciation, depletion and amortization

    total $272,996 · program services $260,928 · management and general $12,068

  • 23 · Insurance

    total $579,841 · program services $235,871 · management and general $343,970

  • 24a · Other expenses: MEDICAL SUPPLIES & DRUG

    total $2,320,199 · program services $2,320,199

  • 24b · Other expenses: CONTRACTUAL ADJUSTMENTS

    total $1,745,104 · program services $1,745,104

  • 24c · Other expenses: PROGRAM EXPENSE

    total $1,052,916 · program services $1,052,916

  • 24d · Other expenses: RECRUITING EXPENSE

    total $426,000 · program services $426,000

  • 24e · All other expenses

    total $1,127,682 · program services $1,082,939 · management and general $44,743

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,151,971 · end of year $1,427,717

  • 3 · Pledges and grants receivable

    beginning of year $564,688 · end of year $411,698

  • 4 · Accounts receivable

    beginning of year $34,803,633 · end of year $33,588,287

  • 8 · Inventories for sale or use

    beginning of year $8,279,111 · end of year $7,084,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $393,065 · end of year $555,906

  • 10a · Land, buildings and equipment: cost or other basis

    $10,447,744

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,079,748

  • 10c · Land, buildings and equipment, net

    beginning of year $7,577,640 · end of year $7,367,996

  • 11 · Investments: publicly traded securities

    beginning of year $143,721,177 · end of year $124,438,835

  • 12 · Investments: other securities

    beginning of year $24,571,263 · end of year $27,270,838

  • 15 · Other assets

    beginning of year $1,598,335 · end of year $3,242,565

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,852,969 · end of year $14,412,013

  • 23 · Secured mortgages and notes payable

    beginning of year $2,878,760 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $173,210

  • 27 · Net assets without donor restrictions

    beginning of year $210,749,154 · end of year $190,669,909

  • 28 · Net assets with donor restrictions

    beginning of year $180,000 · end of year $133,000

Mission and programs · 2022

Mission

THE INDIANA HEMOPHILIA AND THROMBOSIS CENTER, INC. IS COMMITTED TO PROVIDING THE HIGHEST QUALITY COMPREHENSIVE SERVICES AND HOLISTIC CARE TO PATIENTS WITH BLEEDING, CLOTTING AND OTHER HEMATOLOGIC DISORDERS, AND TO THEIR FAMILIES.

Activities or mission (Part I)

THE INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. IS COMMITTED TO PROVIDING THE HIGHEST QUALITY COMPREHENSIVE SERVICES AND HOLISTIC CARE TO PATIENTS WITH BLEEDING, CLOTTING AND OTHER HEMATOLOGIC DISORDERS, AND TO THEIR FAMILIES.

  • THE INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. (IHTC) IS INDIANA'S ONLY FEDERALLY RECOGNIZED COMPREHENSIVE HEMOPHILIA TREATMENT CENTER. IHTC IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION WITH THE MISSION OF PROVIDING THE HIGHEST QUALITY COMPREHENSIVE SERVICES AND HOLISTIC CARE TO PATIENTS WITH BLEEDING, CLOTTING AND OTHER HEMATOLOGIC DISORDERS, AND TO THEIR FAMILIES. IHTC WAS ESTABLISHED IN 1998 AND SERVES BOTH PEDIATRIC AND ADULT PATIENTS THROUGHOUT THE ENTIRE STATE OF INDIANA. IHTC UTILIZES A MULTIDISCIPLINARY, COMPREHENSIVE APPROACH TO TREATING PATIENTS WITH COMPLEX MEDICAL PROBLEMS AND PARTICIPATES IN CLINICAL RESEARCH AND EDUCATION OF MEDICAL STUDENTS,RESIDENTS, FELLOWS, PATIENTS, FAMILIES, AND COMMUNITY MEMBERS. IHTC ENGAGES IN SIGNIFICANT OUTREACH ACTIVITIES THROUGHOUT INDIANA AND THE WORLD INCLUDING PARTICIPATION IN THE INDIANA UNIVERSITY SCHOOL OF MEDICINE-MOI UNIVERSITY SCHOOL OF MEDICINE PARTNERSHIP IN ELDORET, KENYA.

    Expenses $43,385,500 · Grants $680,450 · Revenue $53,358,952

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AMY D SHAPIRO MD

    PRESIDENT/CEO, MEDICAL DIR

    Total calculated
    $984,273
    From this org
    $919,276
    From related orgs
    $0
    Other
    $64,997
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $624,405
    Bonus
    $186,800
    Other
    $108,071
    Deferred
    $37,569
    Nontaxable benefits
    $27,428
    Filer's total
    $984,273

  • ANNE GREIST MD

    DIRECTOR, MEDICAL DIRECTOR

    Total calculated
    $744,412
    From this org
    $686,452
    From related orgs
    $0
    Other
    $57,960
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $523,893
    Bonus
    $157,100
    Other
    $5,459
    Deferred
    $37,569
    Nontaxable benefits
    $20,391
    Filer's total
    $744,412

  • PHILLIP HIMELSTEIN

    CHAIRMAN/CONSULTANT

    Total calculated
    $144,500
    From this org
    $144,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • RUSSELL SHERLOCK

    DIRECTOR

    Total calculated
    $75,500
    From this org
    $75,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • EDWARD SCHMIDT

    SECRETARY/CONSULTANT

    Total calculated
    $164,000
    From this org
    $164,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

    Schedule J breakdown matched by us

    Base
    $164,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $164,000

  • LEAH MEYER AUSTIN

    DIRECTOR

    Total calculated
    $57,000
    From this org
    $57,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • DENNIS CASEY

    DIRECTOR

    Total calculated
    $62,500
    From this org
    $62,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • MICHAEL OESTREICHER

    DIRECTOR

    Total calculated
    $4,833
    From this org
    $4,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JENNIFER RHODES

    DIRECTOR

    Total calculated
    $58,000
    From this org
    $58,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • PATRICIA ROE

    DIRECTOR

    Total calculated
    $57,000
    From this org
    $57,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • HOLIDAY HART MCKIERNAN

    DIRECTOR

    Total calculated
    $57,000
    From this org
    $57,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JEFFERY MARTIN

    DIRECTOR

    Total calculated
    $58,000
    From this org
    $58,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • NANCY HOARD

    EXECUTIVE DIRECTOR

    Total calculated
    $535,127
    From this org
    $490,383
    From related orgs
    $0
    Other
    $44,744
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $366,653
    Bonus
    $109,200
    Other
    $14,530
    Deferred
    $37,569
    Nontaxable benefits
    $7,175
    Filer's total
    $535,127

  • ERIC GRAY

    DIR OF FINANCE & BUS OPS/C

    Total calculated
    $475,127
    From this org
    $394,087
    From related orgs
    $0
    Other
    $81,040
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $304,657
    Bonus
    $77,600
    Other
    $11,830
    Deferred
    $37,569
    Nontaxable benefits
    $43,471
    Filer's total
    $475,127

  • KELLY MCCARTHY

    DIR OF MULTIDISCIPLINARY T

    Total calculated
    $339,602
    From this org
    $271,707
    From related orgs
    $0
    Other
    $67,895
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $221,127
    Bonus
    $44,700
    Other
    $5,880
    Deferred
    $33,659
    Nontaxable benefits
    $34,236
    Filer's total
    $339,602

  • CHRIS ROBERSON

    DIRECTOR OF MEDICAL PROGRA

    Total calculated
    $296,035
    From this org
    $238,158
    From related orgs
    $0
    Other
    $57,877
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $227,883
    Bonus
    $0
    Other
    $10,275
    Deferred
    $28,926
    Nontaxable benefits
    $28,951
    Filer's total
    $296,035

  • JENNIFER MAAHS

    DIRECTOR OF CLINICAL CARE

    Total calculated
    $261,447
    From this org
    $232,802
    From related orgs
    $0
    Other
    $28,645
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $201,846
    Bonus
    $28,200
    Other
    $2,756
    Deferred
    $26,775
    Nontaxable benefits
    $1,870
    Filer's total
    $261,447

  • SHERRY SLICK

    CHIEF INFORMATION OFFICER

    Total calculated
    $302,114
    From this org
    $286,820
    From related orgs
    $0
    Other
    $15,294
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $245,079
    Bonus
    $40,000
    Other
    $1,741
    Deferred
    $0
    Nontaxable benefits
    $15,294
    Filer's total
    $302,114

  • STEVAN MIZIMAKOSKI

    DIRECTOR OF PHARMACY OPERA

    Total calculated
    $266,088
    From this org
    $202,398
    From related orgs
    $0
    Other
    $63,690
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $174,132
    Bonus
    $26,325
    Other
    $1,941
    Deferred
    $24,205
    Nontaxable benefits
    $39,485
    Filer's total
    $266,088

  • JAY GADDY MD

    HEMATOLOGIST

    Total calculated
    $650,101
    From this org
    $589,018
    From related orgs
    $0
    Other
    $61,083
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $507,456
    Bonus
    $0
    Other
    $81,562
    Deferred
    $37,569
    Nontaxable benefits
    $23,514
    Filer's total
    $650,101

  • DAVID HEDRICK MD

    HEMATOLOGIST

    Total calculated
    $540,361
    From this org
    $458,731
    From related orgs
    $0
    Other
    $81,630
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $382,663
    Bonus
    $74,400
    Other
    $1,668
    Deferred
    $37,569
    Nontaxable benefits
    $44,061
    Filer's total
    $540,361

  • BRANDON HARDESTY MD

    HEMATOLOGIST

    Total calculated
    $548,282
    From this org
    $471,112
    From related orgs
    $0
    Other
    $77,170
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $392,992
    Bonus
    $76,300
    Other
    $1,820
    Deferred
    $37,569
    Nontaxable benefits
    $39,601
    Filer's total
    $548,282

  • MAGDALENA LEWANDOWSKA MD

    HEMATOLOGIST

    Total calculated
    $509,540
    From this org
    $468,739
    From related orgs
    $0
    Other
    $40,801
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $393,600
    Bonus
    $73,200
    Other
    $1,939
    Deferred
    $37,569
    Nontaxable benefits
    $3,232
    Filer's total
    $509,540

  • ANTHONY BETBADAL MD

    HEMATOLOGIST

    Total calculated
    $476,593
    From this org
    $423,024
    From related orgs
    $0
    Other
    $53,569
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $356,088
    Bonus
    $65,300
    Other
    $1,636
    Deferred
    $37,569
    Nontaxable benefits
    $16,000
    Filer's total
    $476,593

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE EMPLOYEES LISTED ON SCHEDULE J, PART II ARE ELIGIBLE TO PARTICIPATE IN IHTC'S INCENTIVE COMPENSATION PLAN. IHTC DEVELOPED ITS COMPENSATION PLAN IN CONJUNCTION WITH AN INDEPENDENT CONSULTANT. IN ADDITION, THE PLAN WAS APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. IN ADOPTING ITS INCENTIVE BASED COMPENSATION PLAN, IHTC (TOGETHER WITH AN INDEPENDENT CONSULTANT, ITS EXTERNAL LEGAL COUNSEL, AND THE COMPENSATION COMMITTEE) CONSIDERED AND APPLIED THE PROVISIONS OF CODE SECTION 4958 AND THE CORRESPONDING TREASURY REGULATIONS TO ENSURE THAT ITS COMPENSATION DECISIONS REFLECT ARMS' LENGTH, FAIR MARKET TERMS. IHTC PROVIDES FOR DIRECTOR AND OFFICER FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF THREE HOURS AND MAINTAINS A WRITTEN POLICY ACCORDINGLY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349300049

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