2021-05-12T10:57:49-05:00 2020-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2019-07-01 300007730 Regenstrief Institute Inc % JOYCE HERTKO PHD REGE 3172749185 1101 WEST 10TH STREET INDIANAPOLIS IN 46202 JOYCE HERTKO PHD CHIEF OF STAFF & COO 3172749075 2021-05-17 true NICOLE B FISHBACK P01279475 3173834000 2021-05-17 2019 2022-09-23 18:48:47Z PETER J EMBI MD MS 1101 WEST 10TH STREET INDIANAPOLIS IN 46202 20978650 false X WWW.REGENSTRIEF.ORG X 2002 IN CONNECTING AND INNOVATING FOR BETTER HEALTH. 11 4 238 14 0 0 17599804 13852018 3799101 6801339 319943 325293 0 0 21718848 20978650 58008 47758 0 0 13465301 14694543 0 0 0 9609088 8704902 23132397 23447203 -1413549 -2468553 43019427 42466318 13453351 15090875 29566076 27375443 X 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. true false 5996821 47758 4178338 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. 6117356 1653122 REGENSTRIEF DATA SERVICES - LEVERAGE REGENSTRIEF INSTITUTES DATA AND 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. 3327730 27476 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. 1239567 942403 HEALTH SERVICES RESEARCH - IMPROVE THE DELIVERY AND OUTCOMES OF HEALTH CARE THROUGH INNOVATIVE USE OF HEALTH INFORMATION, TECHNOLOGY, AND TRANSDISCIPLINARY RESEARCH ACROSS MULTITUDE SETTINGS. 1239567 942403 16681474 true true false false false false false false false false true false false false false false true false false true true true false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 37 0 238 true false false false false false false false false false false false false X 11 4 false false false false false false false true true false false false true true true true true true true true true IN X JOYCE HERTKO PHD 3172749244 1101 WEST TENTH STREET INDIANAPOLIS IN 462022872 JAY HESS MD BOARD MEMBER 2.0 40.0 X 0 566578 11348 THANE PETERSON COO AND VP ADMIN AND FINANCE 40.0 0.0 X 223747 0 43409 JEREMEY HARPER CHIEF RESEARCH INFO OFFICER 40.0 0.0 X 174631 0 36367 JOHN HOOK SOFTWARE DEVELOPMENT MANAGER 40.0 0.0 X 142507 0 37933 DAVID TAYLOR SYSTEMS ENGINEER IV 40.0 0.0 X 130160 0 43672 SWAPNA ABHYANKAR ASSOC DIR CONTENT DEVELOPMENT 40.0 0.0 X 147813 0 22774 ANTHONY FRENCH ASST. DIR TECHNICAL SERVICES 40.0 0.0 X 123044 0 44807 MARIA DIBBLE DIRECTOR OF FINANCE 40.0 0.0 X 120396 0 34021 JENNIFER SULLIVAN MD BOARD MEMBER (BEG 9/30/2019) 2.0 0.0 X 0 71440 0 CHARLES FOX TREASURER AND SECRETARY 4.0 0.0 X 5000 0 0 CRAIG BRATER MD BOARD CHAIRMAN 2.0 0.0 X 0 0 0 ANANTHA SHEKHAR MD BOARD MEMBER 2.0 40.0 X 0 0 0 CLAIRE FIDDIAN-GREEN BOARD MEMBER 2.0 0.0 X 0 0 0 JACK SNYDER BOARD CHAIRMAN (END 9/30/2019) 2.0 0.0 X 0 0 0 JOHN KANSKY BOARD MEMBER 2.0 0.0 X 0 0 0 LISA HARRIS MD BOARD MEMBER 2.0 40.0 X 0 0 0 MARK GERACI MD BOARD MEMBER 2.0 40.0 X 0 0 0 PETER EMBI MD BOARD MEMBER, PRESIDENT & CEO 24.0 26.0 X X 0 0 0 WADE CLAPP MD BOARD MEMBER 2.0 40.0 X 0 0 0 MICHELLE JANNEY BOARD MEMBER 2.0 0.0 X 0 0 0 1067298 638018 274331 20 false true false INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 RESEARCH SERVICES 1359521 TEK SYSTEMS 9229 DELEGATES ROW INDIANAPOLIS IN 46240 RESEARCH SERVICES 480238 THEORIS 8900 KEYSTONE CROSSING INDIANAPOLIS IN 46240 RESEARCH SERVICES 241334 3M 3M CENTER ST PAUL MN 55144 RESEARCH SERVICES 344586 CROWN CONSULTING MANAGEMENT SERVI PO BOX 876661 3911 E COTTONWOOD W WASILLA AK 99687 RESEARCH SERVICES 248118 10 1962478 8289539 3600001 13852018 CONTRACT RESEARCH & LICENSE 900099 6631152 6631152 OTHER PROGRAM INCOME 900099 170187 170187 6801339 325293 325293 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20978650 6801339 325293 0 0 47758 47758 0 426573 426573 0 9945092 7681900 2263192 606749 449419 157330 2921705 2158589 763116 794424 588430 205994 0 84616 9737 74879 43663 43663 0 0 41329 41329 4727179 3591113 1136066 0 322793 106654 216139 0 0 552171 392267 159904 398720 349475 49245 0 0 369173 369173 0 1021689 786701 234988 110984 110984 PATIENT INCENTIVE 151610 151495 115 MAINTENANCE & REPAIRS 151117 10729 140388 MISCELLANEOUS 729858 357207 372651 23447203 16681474 6765729 0 0 0 1147769 2352490 7780616 6562333 0 0 0 0 0 0 0 0 0 0 233417 204163 20328939 5679001 15671627 14649938 18185998 18697394 0 0 0 0 0 0 0 0 43019427 42466318 2588453 2050893 0 0 389779 217568 10475119 10171569 0 0 0 0 0 0 0 2650845 0 0 13453351 15090875 X 21281240 19230493 8284836 8144950 29566076 27375443 43019427 42466318 -2468553 277920 X false true X true true true X X X 1 INDIANA UNIVERSITY 356001673 2 true 1359521 0 1 1359521 true false false false false true false false false false false false false false false true false SCHEDULE A, PART IV, SECTION A, LINE 6 REGENSTRIEF INSTITUTE, INC. HAS ONGOING COMMITMENTS TO MOI TEACHING AND REFERRAL HOSPITAL AND PURDUE UNIVERSITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 520811 520811 17216247 3917462 13298785 2591881 1761539 830342 14649938 21215241 277920 277920 20937321 41329 41329 20978650 23405874 23405874 41329 41329 23447203 SCHEDULE D, PART X ASC 740 DISCLOSURE: 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. true SUB-SAHARAN AFRICA 1 5 PROGRAM SERVICES MEDICAL INFORMATICS 47758 EUROPE (INCLUDING ICELAND AND GREENLAND) 1 1 PROGRAM SERVICES MEDICAL INFORMATICS 35155 NORTH AMERICA 1 1 PROGRAM SERVICES MEDICAL INFORMATICS 69300 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES MEDICAL INFORMATICS 600 4 8 4 8 152813 152813 Sub-Saharan Africa GENERAL PURPOSE/RESEARCH 47758 WIRE TRANSFE 1 false false false false false false SCHEDULE F, PART I, LINE 2 REGENSTRIEF INSTITUTE MAINTAINS A CLOSE RELATIONSHIP WITH EXTERNAL PARTIES AND ALL EXPENSES MUST COMPLY WITH INTERNAL SPENDING POLICIES WHICH ARE VERIFIED BY RESEARCH CENTER BUSINESS MANAGER AND FINANCE STAFF. X false false false false false false false true false JAY HESS MD BOARD MEMBER 0 566578 0 0 0 0 0 0 0 11348 0 577926 THANE PETERSON COO AND VP ADMIN AND FINANCE 222307 0 750 0 690 0 13679 0 29730 0 267156 0 MARIA DIBBLE DIRECTOR OF FINANCE 114192 0 4250 0 1954 0 14328 0 19693 0 154417 0 JEREMEY HARPER CHIEF RESEARCH INFO OFFICER 173641 0 750 0 240 0 6448 0 29919 0 210998 0 SWAPNA ABHYANKAR ASSOC DIR CONTENT DEVELOPMENT 146613 0 750 0 450 0 5286 0 17488 0 170587 0 JOHN HOOK SOFTWARE DEVELOPMENT MANAGER 139777 0 750 0 1980 0 17010 0 20923 0 180440 0 DAVID TAYLOR SYSTEMS ENGINEER IV 128720 0 750 0 690 0 15742 0 27930 0 173832 0 ANTHONY FRENCH ASST. DIR TECHNICAL SERVICES 121494 0 1250 0 300 0 15142 0 29665 0 167851 0 SCHEDULE J, PART I, LINE 7 NONFIXED PAYMENTS: OTHER REPORTABLE COMPENSATION IN INCLUDED IN B(III) INCLUDE HOLIDAY BONUSES AND SERVICE RECOGNITION. A INDIANA FINANCE AUTHORITY 351602316 2014-10-28 11500000 NEW CONSTRUCTION-RESEARCH BUILDING false false false A 1328431 11500000 0 0 0 0 50001 0 0 11449999 0 0 2015 false false true true A false false false false 0 false false false true A false false true false false false 0 false 0 false true A true FORM 990, PART III, LINE 2 NEW PROGRAM SERVICES UNDERTAKEN DURING THE YEAR: DURING THE YEAR, THE ORGANIZATION BEGAN OFFERING DATA SERVICES. THESE SERVICES LEVERAGE REGENSTRIEF INSTITUTES DATA AND INFORMATICS ASSETS TO SUPPORT THE PURSUIT OF INNOVATIVE HEALTHCARE SOLUTIONS AND 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. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: BEFORE FILING THE FORM 990, 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. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED AT THE FALL (SEPTEMBER) BOARD MEETING. ALL BOARD MEMBERS ARE ASKED TO COMPLETE ANNUALLY. THE CEO AND PRESIDENT, VP OF FINANCE/ADMINISTRATION, AND DIRECTOR OF FINANCE ALSO SIGN THE COI. THE INTERNAL PRIVACY AND COMPLIANCE OFFICER 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. FORM 990, PART VI, SECTION B, LINES 15A & 15B REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: 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 RESOURCES LEADERSHIP, INCLUDING HUMAN RESOURCES MANAGER CANDACE WELLS-MEYERS, CONDUCTS ANNUAL BENCH-MARKING ALONG WITH REVIEWING AND APPROVING OF THE BUDGET TO DETERMINE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, LINE 1B INDEPENDENT MEMBERS OF THE BOARD: THE 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 DIRECTORS OF THE CORPORATION IS FOR THE EXPRESS PURPOSE OF ENSURING THAT THE CORPORATION IS RESPONSIVE TO THE NEEDS OF ITS SUPPORTED ORGANIZATIONS. FORM 990, PART VI, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, C.O.I. POLICY, AND F/S: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 6 COMPENSATION FROM RELATED ORGANIZATIONS: REGENSTRIEF INSTITUTE, INC. REQUESTED THAT BOARD MEMBERS COMPENSATED BY INDIANA UNIVERSITY, A RELATED ORGANIZATION, REPORT COMPENSATION RECEIVED FROM INDIANA UNIVERSITY. THE BOARD MEMBERS COMPENSATED BY INDIANA UNIVERSITY INCLUDE; W CLAPP MD, PETER EMBI MD, MARK GERACI MD, LISA HARRIS MD, JAY HESS MD, ANANTHA SHEKHAR MD, michelle janney, jennifer sullivan md FORM 990, PART IX, LINE 11G DESCRIPTION OF PURCHASED SERVICES: 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, INCLUDING: IT SERVICES, EMAIL SERVICES, AND SERVERS. FORM 990 PART IX LINE 11G DESCRIPTION:TOTAL PURCHASED SERVICES TOTAL FEES:3209290 FORM 990 PART IX LINE 11G DESCRIPTION:FACULTY SERVICE COST TOTAL FEES:1517889 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 HIGHER ED IN 501C3 2 NA false false true true false false false false false false false false false false false false false false false false