Totals
- Total revenue
- $26,218,775
- Total expenses
- $27,941,801
- Contributions and grants received
- $18,299,895
- Grants paid
- $48,468
- Program service revenue
- $5,631,875
- Investment income
- $2,287,005
- Other revenue
- $0
- Total assets, end of year
- $49,714,883
- Total liabilities, end of year
- $12,082,593
- Net assets or fund balances, end of year
- $37,632,290
- Program services expenses (Part IX)
- $20,059,535
- Management and general expenses
- $7,882,266
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,059,535
Program services were 71.8% 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.
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$14,799,895
-
1f · All other contributions, gifts and grants
$3,500,000
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: CONTRACT RESEARCH & LICENSE
total $5,501,653 · related or exempt $5,501,653
-
2b · Program service revenue: OTHER PROGRAM INCOME
total $130,222 · related or exempt $130,222
-
3 · Investment income
total $587,005 · unrelated business -$71,301 · excluded $658,306
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $1,700,000
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $1,700,000
-
7d · Net gain or loss
total $1,700,000 · excluded $1,700,000
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $48,468 · program services $48,468
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $372,568 · management and general $372,568
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $12,156,377 · program services $8,397,554 · management and general $3,758,823
-
8 · Pension plan contributions
total $715,149 · program services $502,535 · management and general $212,614
-
9 · Other employee benefits
total $2,028,982 · program services $1,831,810 · management and general $197,172
-
10 · Payroll taxes
total $899,623 · program services $632,165 · management and general $267,458
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $113,854 · program services $38,487 · management and general $75,367
-
11c · Fees: accounting
total $80,708 · management and general $80,708
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $55,805 · management and general $55,805
-
11g · Fees: other
total $7,448,348 · program services $6,110,160 · management and general $1,338,188
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $425,962 · program services $201,333 · management and general $224,629
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $145,519 · program services $85,920 · management and general $59,599
-
17 · Travel
total $682,828 · program services $635,487 · management and general $47,341
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $337,790 · management and general $337,790
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $827,490 · program services $637,167 · management and general $190,323
-
23 · Insurance
total $130,878 · management and general $130,878
-
24a · Other expenses: PATIENT INCENTIVE
total $131,276 · program services $131,276 · management and general $0
-
24b · Other expenses: MAINTENANCE & REPAIRS
total $542,323 · program services $9,320 · management and general $533,003
-
24c · Other expenses: MISCELLANEOUS
total $797,853 · program services $797,853 · management and general $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $4,454,502 · end of year $1,821,465
-
3 · Pledges and grants receivable
beginning of year $14,253,743 · end of year $8,542,328
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $343,545 · end of year $417,748
-
10a · Land, buildings and equipment: cost or other basis
$20,619,225
-
10b · Land, buildings and equipment: accumulated depreciation
$8,566,617
-
10c · Land, buildings and equipment, net
beginning of year $12,618,523 · end of year $12,052,608
-
11 · Investments: publicly traded securities
beginning of year $19,462,300 · end of year $26,880,734
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $2,456,784 · end of year $2,570,228
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $95,894 · end of year $262,429
-
20 · Tax-exempt bond liabilities
beginning of year $9,562,975 · end of year $9,249,936
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $22,529,248 · end of year $24,674,164
-
28 · Net assets with donor restrictions
beginning of year $16,487,712 · end of year $12,958,126
Mission and programs · 2022
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.
Activities or mission (Part I)
CONNECTING AND INNOVATING FOR BETTER HEALTH.
-
MEDICAL INFORMATICS - IMPROVING HEALTHCARE THROUGH INFORMATICS. WE DEVELOP AND APPLY HEALTH INFORMATION TECHNOLOGY SOLUTIONS TO GENERATE KNOWLEDGE ABOUT HEALTH, DISEASE AND TREATMENT, HELP CLINICIANS MAKE OPTIMAL DECISIONS, EMPOWER PATIENTS, AND INFORM HEALTHCARE POLICY.
Expenses $7,030,528 · Revenue $127,032
-
REGENSTRIEF DATA SERVICES - LEVERAGE REGENSTRIEF INSTITUTES DATA AN INFORMATICS ASSETS TO SUPPORT THE PURSUIT OF INNOVATIVE HEALTHCARE SOLUTIONS. PROVIDES DATA AND EXPERTISE TO THOSE SEEKING ANSWERS TO IMPORTANT SCIENTIFIC QUESTIONS IN ALL STAGES OF DEVELOPMENT, FROM STUDY DESIGN TO ALGORITHM VALIDATION TO IMPLEMENTATION.
Expenses $8,133,594 · Revenue $3,251,186
-
AGING RESEARCH - DEVELOPS, TESTS, AND IMPLEMENTS INNOVATIVE STRATEGIES TO IMPROVE THE QUALITY AND EFFICIENCY OF HEALTHCARE AND SELF-CARE FOR MEDICALLY AND SOCIALLY VULNERABLE OLDER ADULTS. EXPLORE NEW MODELS OF CARE FOR LATE LIFE DEPRESSION, DEMENTIA, DELIRIUM AND OTHER COMMON GERIATRIC SYNDROMES. SUBJECT DESCRIPTIVE CLINICAL AND DEMOGRAPHIC DATA; ABILITY TO STUDY CLINICAL OUTCOMES AND GUIDANCE IN REGARD TO DATA SECURITY.
Expenses $2,978,516 · Revenue $54,916
-
HEALTH SERVICES RESEARCH - IMPROVE THE
Expenses $1,916,897 · Revenue $343,795
-
DELIVERY AND OUTCOME OF HEALTH CARE
-
THROUGH INNOVATIVE USE OF HEALTH
-
INFORMATIVE, TECHNICALLY, AND
-
TRANSDISCIPLINARY RESEARCH ACROSS
-
MULTITUDE SETTINGS.
-
IU Institute Support & IU Share Support
Revenue $558,943
-
Indiana Health Information Exchange
Revenue $442,626
-
Software and Sales
-
Industry Research Office
Revenue $350,033
-
Miscellaneous Revenue
Revenue $503,344
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jay L Hess Mse MBAJAY L HESS MSE MBA
BOARD MEMBER
- Total calculated
- $1,233,604
- From this org
- $0
- From related orgs
- $897,203
- Other
- $336,401
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $686,656 related
- Bonus
- $0 + $210,547 related
- Other
- $0
- Deferred
- $0 + $319,700 related
- Nontaxable benefits
- $0 + $16,701 related
- Filer's total
- $0 + $1,233,604 related
-
Aaron Carroll MDAARON CARROLL MD
BOARD MEMBER
- Total calculated
- $531,676
- From this org
- $0
- From related orgs
- $454,720
- Other
- $76,956
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $454,720 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $76,956 related
- Filer's total
- $0 + $531,676 related
-
Lisa Harris MDLISA HARRIS MD
BOARD MEMBER
- Total calculated
- $531,343
- From this org
- $0
- From related orgs
- $531,343
- Other
- $0
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $531,343 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $531,343 related
-
Susan Hickman PhDSUSAN HICKMAN PHD
INTERIM PRES&CEO (END 4/30/23)
- Total calculated
- $275,912
- From this org
- $0
- From related orgs
- $261,818
- Other
- $14,094
- Hours/week
- 24 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $261,818 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $14,094 related
- Filer's total
- $0 + $275,912 related
-
Joyce Hertko PhD MsJOYCE HERTKO PHD MS
COO, SECRETARY
- Total calculated
- $265,897
- From this org
- $239,978
- From related orgs
- $0
- Other
- $25,919
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,978
- Bonus
- $20,000
- Other
- $0
- Deferred
- $8,663
- Nontaxable benefits
- $17,256
- Filer's total
- $265,897
-
Marjorie C RallinsMARJORIE C RALLINS
EXECUTIVE DIRECTOR, LOINC
- Total calculated
- $246,791
- From this org
- $228,315
- From related orgs
- $0
- Other
- $18,476
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,815
- Bonus
- $17,500
- Other
- $0
- Deferred
- $8,132
- Nontaxable benefits
- $10,344
- Filer's total
- $246,791
-
Anthony D FrenchANTHONY D FRENCH
DIRECTOR, IT INFRA/INFO SEC OF
- Total calculated
- $222,817
- From this org
- $164,493
- From related orgs
- $0
- Other
- $58,324
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,493
- Bonus
- $30,000
- Other
- $0
- Deferred
- $19,714
- Nontaxable benefits
- $38,610
- Filer's total
- $222,817
-
John L HookJOHN L HOOK
LHDS TECHNICAL ADVISOR
- Total calculated
- $213,455
- From this org
- $173,080
- From related orgs
- $0
- Other
- $40,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,341
- Bonus
- $0
- Other
- $22,739
- Deferred
- $20,529
- Nontaxable benefits
- $19,846
- Filer's total
- $213,455
-
Eza HafezaEZA HAFEZA
DIRECTOR, LOINC TERM SERVS/OPS
- Total calculated
- $195,285
- From this org
- $186,553
- From related orgs
- $0
- Other
- $8,732
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,153
- Bonus
- $10,400
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,732
- Filer's total
- $195,285
-
David E TaylorDAVID E TAYLOR
SYSTEMS ENGINEER IV
- Total calculated
- $183,371
- From this org
- $138,545
- From related orgs
- $0
- Other
- $44,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,545
- Bonus
- $0
- Other
- $0
- Deferred
- $16,762
- Nontaxable benefits
- $28,064
- Filer's total
- $183,371
-
Sarah Wiehe MdmphSARAH WIEHE MDMPH
BOARD MEMBER
- Total calculated
- $121,829
- From this org
- $0
- From related orgs
- $103,879
- Other
- $17,950
- Hours/week
- 2 + 40 related
-
Karen Crow CPA CgmaKAREN CROW CPA CGMA
CFO
- Total calculated
- $106,671
- From this org
- $99,584
- From related orgs
- $0
- Other
- $7,087
- Hours/week
- 40
-
Michelle Janney PhDMICHELLE JANNEY PHD
BOARD MEMBER (END 6/11/23)
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
John P Kansky Mse MBAJOHN P KANSKY MSE MBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Craig Brater MDCRAIG BRATER MD
BOARD MEMBER, CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Patricia Martin MBAPATRICIA MARTIN MBA
BOARD MEMBER, TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Claire Fiddian-Green MBACLAIRE FIDDIAN-GREEN MBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tatiana Foroud PhD MsTATIANA FOROUD PHD MS
BOARD MEMBER, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Virginia Caine MDVIRGINIA CAINE MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin Mansalis MDBENJAMIN MANSALIS MD
BOARD MEMEBER (Beg 6/12/23)
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Rachel Patzer PhDRACHEL PATZER PHD
PRESIDENT & CEO (Beg 5/1/23)
- Total calculated
- $0
- Hours/week
- 26 + 24 related
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
- 3 · Compensation committee
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3
- PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION FOR THE CEO IS DETERMINED BY THE RELATED ORGANIZATION INDIANA UNIVERSITY.
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HIGHER ED · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421359349307772
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.