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← EMPLOYERS FORUM OF INDIANA INC

Form 990 for tax year 2024

Filed by EMPLOYERS FORUM OF INDIANA INC.

Totals

Total revenue
$693,180
Total expenses
$1,176,202
Contributions and grants received
$644,033
Grants paid
$0
Program service revenue
$0
Investment income
$49,147
Other revenue
$0
Total assets, end of year
$1,026,691
Total liabilities, end of year
$28,012
Net assets or fund balances, end of year
$998,679
Program services expenses (Part IX)
$1,020,589
Management and general expenses
$155,613
Fundraising expenses
$0
Program service expenses (Part III)
$1,020,589

Program services were 86.8% 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.

  • 1b · Membership dues

    $371,575

  • 1f · All other contributions, gifts and grants

    $272,458

  • 3 · Investment income

    total $49,147 · related or exempt $49,147

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,000 · management and general $10,000

  • 6 · Compensation of disqualified persons

    total $291,667 · program services $229,167 · management and general $62,500

  • 7 · Other salaries and wages

    total $62,500 · program services $54,688 · management and general $7,812

  • 9 · Other employee benefits

    total $11,188 · management and general $11,188

  • 10 · Payroll taxes

    total $4,806 · program services $4,179 · management and general $627

  • 11b · Fees: legal

    total $11,531 · program services $8,515 · management and general $3,016

  • 11c · Fees: accounting

    total $9,972 · management and general $9,972

  • 11d · Fees: lobbying

    total $18,000 · management and general $18,000

  • 11g · Fees: other

    total $421,545 · program services $421,545

  • 12 · Advertising and promotion

    total $48,891 · program services $48,891

  • 13 · Office expenses

    total $1,394 · program services $735 · management and general $659

  • 16 · Occupancy

    total $1,160 · management and general $1,160

  • 17 · Travel

    total $3,105 · program services $1,649 · management and general $1,456

  • 19 · Conferences, conventions and meetings

    total $103,005 · program services $102,138 · management and general $867

  • 23 · Insurance

    total $4,876 · management and general $4,876

  • 24a · Other expenses: OUTSIDE CONTRACT SERVICES

    total $128,928 · program services $126,858 · management and general $2,070

  • 24b · Other expenses: WEBSITE FEES

    total $24,822 · program services $17,126 · management and general $7,696

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,257 · program services $2,969 · management and general $3,288

  • 24d · Other expenses: MEALS & ENTERTAINMENT

    total $3,893 · program services $2,129 · management and general $1,764

  • 24e · All other expenses

    total $8,662 · management and general $8,662

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,503,317 · end of year $1,026,691

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

    $3,522

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

    $3,522

  • 25 · Other liabilities

    beginning of year $21,616 · end of year $28,012

  • 27 · Net assets without donor restrictions

    beginning of year $1,162,461 · end of year $998,679

  • 28 · Net assets with donor restrictions

    beginning of year $319,240

Mission and programs · 2024

Mission

TO IMPROVE THE VALUE RECEIVED BY EMPLOYERS AND PATIENTS FOR THEIR HEALTH CARE EXPENDITURES. VALUE CONSIDERATIONS INCLUDES PRICE, QUALITY, EMPLOYEE SATISFACTION AND UTILIZATION.

  • IN 2024, THE EMPLOYERS FORUM OF INDIANA (EFI) HOSTED 4 ALL-STAKEHOLDER MEETINGS DISCUSSING VARIOUS HEALTH CARE TOPICS AND ISSUES. ALL-STAKEHOLDER MEETING MATERIALS ARE FREELY AND PUBLICLY AVAILABLE ON THE EFI WEBSITE. EFI ALSO HOSTED 2 EMPLOYER-ONLY MEETINGS TO DISCUSS TOP OF MIND HEALTHCARE RELATED ISSUES.

    Expenses $138,833 · Revenue $374,538

  • IN MAY OF 2024, EFI HOSTED A FREE NATIONAL PRICE TRANSPARENCY CONFERENCE WITH OVER 500 ATTENDEES NATIONWIDE, TO LAUNCH THE RESULTS OF THE 5TG ROUND OF THE RAND NATIONAL HOSPITAL PRICE TRANSPARENCY CONFERENCE AND SAGE TRANSPARENCY 2.0. CONFERENCE MATERIALS ARE FREELY AND PUBLICLY AVAILABLE ON THE EFI WEBSITE.

    Expenses $136,064 · Revenue $50,500

  • IN MAY OF 2024, EFI LAUNCHED SAGE TRANSPARENCY 2.0 (ST). ST 2.0 IS A FREE, PUBLICLY AVAILABLE AND CUSTOMIZABLE DASHBOARD WHERE USERS CAN COMPAARE PRICE, COST, AND QUALITY INFORMATION FOR OVER 4,000 HOSPITALS NATIONWIDE FROM 5 DIFFERENT DATA SOURCES, PLUS PRICE DATE FOR OVER 2,000 ASCS. EFI ALSO MADE ENHANCEMENTS TO THE TOOL, MAKING ST 2.0 MORE USER FRIENDLY AND PROVIDING A "LEGISLATOR- AND "MEDS" DASHBOARD TO PROVIDE ADDITIONAL FREE AND PUBLIC DATA. EFI LEADERSHIP GAVE NUMEROUS NATIONAL PRESENTATIONS TO DISCUSS AND EMO SAGE TRANSPARENCY.

    Expenses $745,692 · Revenue $218,076

As filed on the 2024 return.

Listed in Part VII

  • Gloria Sachdev

    PRESIDENT

    Total calculated
    $292,167
    From this org
    $292,167
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,667
    Bonus
    $62,500
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $292,167

  • David Kelleher

    OFFICER/BOAR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Christan Royer

    BOARD MEMBER

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

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

None.

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
1 March 2025
IRS schema version
2024v5.0
Source object
202520799349301132

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