2025-11-15T06:48:49-06:00 2024-12-31 481111111 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990 2024-01-01 923243582 INNOVATIVE HEMATOLOGY INC INNO 3178710000 8326 NAAB RD INDIANAPOLIS IN 46260 ERIC GRAY COO 3178710000 2025-11-14 1 1 C BRIAN THRASHER P00415434 3174722200 2025-11-14 2024 2025-03-06 01:10:19Z X AMY D SHAPIRO MD 8326 NAAB ROAD INDPLS IN 46260 104894208 0 X HTTPS://WWW.INNOVATIVEHEMATOLOGY.ORG X 2023 IN INNOVATIVE HEMATOLOGY 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. 11 7 0 0 0 48567 245362 1196623 10485121 23998492 35925598 84360 0 15859851 0 40683 4102541 20046752 15878846 177482430 11162553 166319877 X INNOVATIVE HEMATOLOGY 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. 0 0 17476974 84360 29433315 INNOVATIVE HEMATOLOGY 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. INNOVATIVE HEMATOLOGY WAS ESTABLISHED IN 2024 AND SERVES BOTH ADULT AND PEDIATRIC PATIENTS THROUGHOUT THE STATE OF INDIANA. INNOVATIVE HEMATOLOGY UTILIZES A MULTIDISCIPLINARY 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. INNOVATIVE HEMATOLOGY ENGAGES IN SIGNIFICANT OUTREACH ACTIVITIES THROUGHOUT INDIANA, THE U.S. AND THE WORLD INCLUDING PARTICIPATION IN THE INDIANA UNIVERSITY SCHOOL OF MEDICINE-MOI UNIVERSITY SCHOOL OF MEDICINE PARTNERSHIP IN ELDORET, KENYA. 17476974 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 1 17 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X ERIC GRAY CPA INDIANA HEMOPHILIA & THROMBOSIS CENTER 3178710000 8326 NAAB ROAD INDIANAPOLIS IN 46260 PHILLIP HIMELSTEIN CHAIRMAN/CONSULTANT 6.00 2.00 X 174800 9000 0 RUSS SHERLOCK DIRECTOR 3.00 3.00 X 87500 13500 0 EDWARD SCHMIDT DIRECTOR/CONSULTANT 9.00 2.00 X 202000 9000 0 LEAH AUSTIN DIRECTOR 3.00 0.00 X 65000 0 0 DENNIS CASEY DIRECTOR 3.00 2.00 X 71500 9000 0 PATRICIA ROE DIRECTOR 3.00 0.00 X 65000 0 0 HOLIDAY HART MCKIERNAN DIRECTOR 3.00 0.00 X 65000 0 0 JEFFERY MARTIN DIRECTOR 3.00 0.00 X 61000 0 0 EDWARD WILLIAMS DIRECTOR 3.00 0.00 X 64000 0 0 AMY SHAPIRO MD PRESIDENT/CEO/MED DIR 40.00 10.00 X X 811705 211406 72802 ANNE GREIST MD DIRECTOR/MED DIR 20.00 5.00 X X 384803 92143 47730 SANJAY AHUJA MD CHIEF MEDICAL & INFORMATICS OFFICER 33.00 12.00 X 89717 34128 2556 NANCY HOARD EXECUTIVE DIRECTOR 28.00 17.00 X 290775 183932 47175 ERIC GRAY CHIEF OPERATIONS OFFICER 27.00 18.00 X 279957 180878 89707 KELLY MCCARTHY DIRECTOR OF MUTLTIDISCIPLINARY TEAMS & QUALITY ANA 14.00 31.00 X 97749 209292 75538 CHRIS ROBERSON CHIEF RESEARCH OFFICER/ SECRETARY 19.00 26.00 X 145457 208198 74486 JENNIFER MAAHS DIRECTOR OF CLINICAL CARE OPERATIONS 16.00 29.00 X 105812 189274 49223 KEVIN SIMMONS CHIEF FINANCIAL OFFICER 8.00 37.00 X 42583 189530 49040 STEVAN MIZIMAKOSKI DIRECTOR OF PHARMACY OPERATIONS 22.00 23.00 X 106567 116104 67439 JAY GADDY HEMATOLOGIST 31.00 14.00 X 399956 174880 68990 DAVID HEDRICK HEMATOLOGIST 32.00 13.00 X 406356 167605 90418 BRANDON HARDESTY HEMATOLOGIST 32.00 13.00 X 414940 169365 78343 MAGDALENA LEWANDOWSKA HEMATOLOGIST 32.00 13.00 X 402956 165050 91525 ANTHONY BETBADAL HEMATOLOGIST 30.00 15.00 X 344956 171795 82266 5180089 2504080 987238 14 0 1 0 CHOICE SOLUTIONS LLC 7015 COLLEGE BLVD SUITE 300 OVERLAND PARK KS 66211 IS CONSULTANTS 129235 1 20500 224862 245362 CLINIC AND SERVICE REVENUE 621110 1196623 1196623 1196623 4238200 4238200 30321355 24074434 6246921 6246921 6246921 68892668 44894176 23998492 23998492 35925598 29433315 0 6246921 84360 84360 3210925 1944723 1226461 39741 9735758 9634564 100252 942 575769 526188 49581 1961543 1912697 48846 375856 330305 45551 112641 3499 109142 11830 11830 4200 4200 392985 392985 634149 364894 269255 86950 86950 266312 266312 521613 521613 104298 98504 5794 168863 168863 30004 28785 1219 330365 161307 169058 MEDICAL & DRUGS 982327 982327 RESEARCH STUDY EXPENSE 142827 142827 PROGRAM EXPENSES 95819 95819 LABORATORY FEES 58741 58741 158617 146446 12171 20046752 17476974 2529095 40683 3794799 3853677 2895128 525288 30004 0 495284 125196130 29509343 0 11738069 0 177482430 3011963 0 8150590 0 11162553 X 166319877 0 166319877 0 177482430 X 15878846 2081944 148359087 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4200 4200 17476974 17481174 1000000 250000 0 0 1000000 1000000 1500000 4200 4200 250000 250000 375000 379021 21649 357372 146267 8355 137912 495284 ANCHORAGE ILLIQUID OPPORTUNITIES FUND VII LP 1242273 F ASIA ALTERNATIVE DELAWARE III 1075 F ASIA ALTERNATIVE DELAWARE V LP 76776 F ASIA ALTERNATIVE FUND III 395558 F ASIA ALTERNATIVE FUND V 1042633 F BANNER RIDGE SECONDARY FUND V (OFFSHORE) 1072156 F BREAKWATER CREDIT OPPORTUNITIES FUND II LP 930979 F BRIDGE MULTIFAMILY FUND IV 1318917 F BRIDGE MULTIFAMILY FUND V 708977 F CANYON BALANCED FUND LP 1669521 F CID CAPITAL OPPORTUNITY FUND II LP 27186 F CID CAPITAL OPPORTUNITY FUND III LP 1862143 F CONTRARIAN EMERGING MARKETS FUND 1293216 F EVOKE GROWTH EQUITY FUND I, LP (OFFSHORE) 1458512 F EVOKE INDUSTRIAL RE FUND II (DERMODY), LP 1438321 F EVOKE INDUSTRIAL RE FUND I (CHP), LP 980091 F EVOKE INNOVATION FUND I LP 1093886 F EVOKE PRIVATE EQUITIES OPPORTUNITIES FUND I LP 228543 F EVOKE SECONDARIES FUND V LP 608256 F EVOKE SOFTWARE BUYOUT (MAINSAIL VI) LP 935536 F JCR CAPITAL FUND III 4474 F JCR CAPITAL FUND IV 229235 F JCR CAPITAL FUND V 1428911 F JRK PLATFORM 5 PARALLEL LP 275414 F NEXUS SPECIAL SITUATIONS II LP 354072 F NEXUS SPECIAL SITUATIONS FUND III LP 1194644 F RCP SECONDARY OPPORTUNITY FUND II 77834 F SOUTHWEST VALUE PARTNERS FUND XVII 831222 F SOUTHWEST VALUE PARTNERS FUND XVIII 1003214 F SOUTHWEST VALUE PARTNERS FUND XX 576434 F SOUTHWEST VALUE PARTNERS FUND XXI 1333290 F SOUTHWEST VALUE PARTNERS FUND XXII 685295 F SOUTHWEST VALUE PARTNERS FUND XXIII 896230 F SOUTHWEST VALUE PARTNERS FUND XXIII-B 120098 F SOUTHWEST VALUE PARTNERS FUND XXIV-B 137801 F THIRD POINT PARTNERS QUALIFIED LP 1976620 F 29509343 PREPAYMENTS 305403 INTERCOMPANY RECEIVABLE - IHTC 11432666 11738069 INTERCOMPANY PAYABLE - IHTC 8150590 8150590 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 11979164 0 0 0 0 0 0 11979164 0 11979164 0 0 1 1 1 0 1 THE MARTIN CENTER 3545 NORTH COLLEGE AVE INDIANAPOLIS IN 46205 237058960 3 82360 0 SEE PART IV PART I, LINE 2: THE ORGANIZATION VERIFIES THE TAX EXEMPT STATUS OF THE ORGANIZATIONS REQUESTING ASSISTANCE. REQUESTING ORGANIZATIONS SUBMIT WRITTEN REQUESTS FOR FUNDING WHICH ARE REVIEWED BY MEMBERS OF MANAGEMENT. REQUESTING ORGANIZATIONS MUST PROVIDE AT LEAST ONE PROGRESS REPORT OUTLINING PROJECT ACHIEVEMENT AND USE OF FUNDS. PURPOSE OF GRANT ASSITANCE THE MARTIN CENTER: CONTRACT FOR SERVICES TO IMPLEMENT TRANSPORTATION AND ASSISTANCE INITIATIVES, FACILITATE AN ANNUAL PATIENT EDUCATION CONFERENCE AND PROVIDE SOCIAL SERVICES. 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IHI DEVELOPED ITS COMPENSATION PLAN IN CONJUNCTION WITH AN INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, THE PLAN WAS APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. IN ADOPTING ITS INCENTIVE BASED COMPENSATION PLAN, IHI (TOGETHER WITH AN INDEPENDENT COMPENSATION 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. IHI PROVIDES FOR DIRECTOR AND OFFICER FIRST CLASS TRAVEL FOR FLIGHTS AND MAINTAINS A WRITTEN POLICY ACCORDINGLY. ED SCHMIDT DIRECTOR 120000 LEGAL CONSULTING 0 PHIL HIMELSTIEN DIRECTOR 79800 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 2 MESSRS. HIMELSTEIN AND SHERLOCK HAVE A BUSINESS RELATIONSHIP. MESSRS. SHERLOCK AND MARTIN HAVE A BUSINESS RELATIONSHIP. MESSRS. SHERLOCK AND CASEY HAVE A BUSINESS RELATIONSHIP. NONE OF THESE BUSINESS RELATIONSHIPS CONDUCTS BUSINESS WITH IHI. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: FORM 990 IS REVIEWED AND REVISED AS NECESSARY, BY MANAGEMENT STAFF, CORPORATE COUNSEL AND FINANCE COMMITTEE AND ANY CHANGES ARE INCORPORATED PRIOR TO FILING. FORM 990 ALONG WITH MANAGEMENT'S RECOMMENDATION FOR APPROVAL IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS, WHO REVIEWS THE FORM AND IF IT APPROVES THE FORM IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY IHI HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH IHI. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISIONMAKING PROCESS, THAT INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS DETERMINE THAT THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF IHI, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, IHI'S CEO OR COO. IN ADDITION, THE EXECUTIVE STAFF AND LEGAL STAFF ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF IHI. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL IHI HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY THAT APPLIES TO IHI'S DIRECTORS,OFFICERS, AND KEY EMPLOYEES. THE PURPOSE OF THE POLICY IS TO ENSURE THAT IHTC'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD OR COMMITTEE MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. IHI RETAINS AN INDEPENDENT CONSULTANT TO CONDUCT AN ANNUAL STUDY AND PROVIDE COMPARATIVE SALARY MARKET DATA FOR THE CONSIDERATION OF IHI'S COMPENSATION COMMITTEE. IHI ALSO RETAINS OUTSIDE LEGAL COUNSEL TO ENSURE THAT ITS PROCESSES AND PROCEDURES RELATING TO COMPENSATION DECISIONS IS IN COMPLIANCE WITH ITS EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: SOME OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON ANOTHER ORGANIZATION'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS OUTLINED WITHIN SCHEDULE O OF THIS FILING. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC EXCEPT OTHERWISE PROVIDED BY LAW. FORM 990, PART XI, LINE 9: INVESTMENT TRANSFER 148,359,087. 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