BALL STATE UNIVERSITY HEALTH CARE PLAN
2024 · Form 990 · revenue $41.8M · expenses $555K · assets $383.1M
- EIN
- 35-6494459
- Address
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1990
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE FUNDING FOR CERTAIN MEDICAL BENEFITS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Us Bank N A Institution | TRUSTEE | 2020-2024 | $63,631 | $316,160 | 1475 |
| Jp Morgan Chase Bank Na Institution (former) | TRUSTEE | 2010-2015 | $0 | $47,786 | 1826 |
People by year
2024 · 1 person listed · 1 paid, $64K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | - | $63,631 | $0 | $0 | $63,631 | 1475 |
2023 · 1 person listed · 1 paid, $67K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | - | $67,375 | $0 | $0 | $67,375 | 1475 |
2022 · 1 person listed · 1 paid, $62K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | - | $61,961 | $0 | $0 | $61,961 | 1475 |
2021 · 1 person listed · 1 paid, $68K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | 1 | $67,874 | $0 | $0 | $67,874 | 1475 |
2020 · 1 person listed · 1 paid, $55K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US BANK NA Institution | TRUSTEE | 1 | $55,319 | $0 | $0 | $55,319 | 1475 |
2015 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | - | $0 | $0 | $0 | $0 | 1826 |
2014 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1826 |
2013 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1826 |
2012 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | - | $0 | $0 | $0 | $0 | 1826 |
2011 · 1 person listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1826 |
2010 · 1 person listed · 1 paid, $48K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA Institution | TRUSTEE | 2 | $47,786 | $0 | $0 | $47,786 | 1826 |
Highest-paid independent contractors
2024 · 1 contractor · $105K
| Name | Location | Service | Paid |
|---|---|---|---|
| SAGE ADVISORY SERVICES LTD | AUSTIN, TX | INVESTMENT MANGAGEMENT | $104,814 |
2023 · 1 contractor · $121K
| Name | Location | Service | Paid |
|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT | FLORHAM PARK, NJ | INVESTMENT MANAGEMENT | $120,598 |
2022 · 1 contractor · $149K
| Name | Location | Service | Paid |
|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT | FLORHAM PARK, NJ | ASSET MANAGEMENT | $149,102 |
2020 · 1 contractor · $137K
| Name | Location | Service | Paid |
|---|---|---|---|
| CAMBIAR INVESTORS LLC | DENVER, CO | $137,480 |
2015 · 2 contractors · $208K
| Name | Location | Service | Paid |
|---|---|---|---|
| DODGE & COX | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $107,385 |
| CAMBIAR INVESTORS LLC | DENVER, CO | INVESTMENT ADVISOR | $100,323 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Grants received from DAF sponsors and foundations
1 grant to this organization reported by other filers, $16,327 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Year | Grantor | Grantor type | Amount | Purpose | Matched by | Filing |
|---|---|---|---|---|---|---|
| 2020 | INDIANA HUMANITIES COUNCIL INC | Public charity | $16,327 | PROGRAM SUPPORT | ein | view |
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $41,811,439 | $554,704 | $383,129,371 | $383,129,371 | $0 | $0 | $63,631 | 0 | - |
| 2023 · Form 990 | ||||||||
| $28,305,388 | $615,239 | $343,978,539 | $343,978,539 | $0 | $0 | $67,375 | 0 | - |
| 2022 · Form 990 | ||||||||
| $10,763,195 | $2,241,582 | $315,576,439 | $315,576,439 | $121,856 | $0 | $61,961 | 0 | - |
| 2021 · Form 990 | ||||||||
| $25,564,674 | $369,198 | $309,558,796 | $309,558,796 | $0 | $0 | $67,874 | 0 | - |
| 2020 · Form 990 | ||||||||
| $20,436,191 | $334,243 | $288,113,640 | $288,113,640 | $0 | $0 | $55,319 | 0 | - |
| 2015 · Form 990 | ||||||||
| $12,759,822 | $484,749 | $190,578,523 | $190,578,523 | $0 | $1,631,832 | $0 | 0 | - |
| 2014 · Form 990 | ||||||||
| $8,848,927 | $521,504 | $177,471,759 | $177,471,759 | $0 | $0 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $13,206,887 | $474,144 | $168,737,488 | $168,737,488 | $0 | $0 | $0 | 0 | - |
| 2012 · Form 990 | ||||||||
| $7,278,750 | $422,199 | $156,084,847 | $156,084,847 | $0 | $0 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $6,743,499 | $307,189 | $148,899,559 | $148,899,559 | $0 | $0 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $2,703,042 | $288,036 | $37,182,866 | $37,182,866 | $0 | $2,000,000 | $47,786 | 0 | - |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $554,704 spent · pay $63,631 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PARTNERSHIP EXPENSES | $279,052 | $279,052 | - | - | 50.3% |
| Other (as described) | INVESTMENT MANAGEMENT FEES | $159,192 | - | $159,192 | - | 28.7% |
| Pay: officers, directors, trustees, key employees | $63,631 | $63,631 | - | - | 11.5% | |
| Other (as described) | FOREIGN TAXES PAID | $52,715 | - | $52,715 | - | 9.5% |
| Other (as described) | ADR FEES | $114 | - | $114 | - | 0.0% |
| Total | $554,704 | 100% |
2023 · Form 990 · $615,239 spent · pay $67,375 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | INVESTMENT MANAGEMENT FEES | $279,797 | - | $279,797 | - | 45.5% |
| Other (as described) | PARTNERSHIP EXPENSES | $229,718 | - | $229,718 | - | 37.3% |
| Pay: officers, directors, trustees, key employees | $67,375 | $67,375 | - | - | 11.0% | |
| Other (as described) | FOREIGN TAXES PAID | $36,546 | - | $36,546 | - | 5.9% |
| Other (as described) | ADR FEES | $1,803 | - | $1,803 | - | 0.3% |
| Total | $615,239 | 100% |
2022 · Form 990 · $2,241,582 spent · pay $61,961 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,868,090 | $1,868,090 | - | - | 83.3% | |
| Fees: investment management | $283,526 | - | $283,526 | - | 12.6% | |
| Pay: officers, directors, trustees, key employees | $61,961 | - | $61,961 | - | 2.8% | |
| Other (as described) | FOREIGN TAXES PAID | $27,999 | - | $27,999 | - | 1.2% |
| Other (as described) | ADR FEES | $6 | - | $6 | - | 0.0% |
| Total | $2,241,582 | 100% |
2021 · Form 990 · $369,198 spent · pay $67,874 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $270,800 | - | $270,800 | - | 73.3% | |
| Pay: officers, directors, trustees, key employees | $67,874 | - | $67,874 | - | 18.4% | |
| Other (as described) | FOREIGN TAXES PAID | $30,524 | $30,524 | - | - | 8.3% |
| Total | $369,198 | 100% |
2020 · Form 990 · $334,243 spent · pay $55,319 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $243,411 | $243,411 | - | - | 72.8% | |
| Pay: officers, directors, trustees, key employees | $55,319 | $55,319 | - | - | 16.6% | |
| Other (as described) | FOREIGN TAXES PAID | $28,198 | - | $28,198 | - | 8.4% |
| Other (as described) | INVESTMENT INTEREST EXPENSE | $7,315 | - | $7,315 | - | 2.2% |
| Total | $334,243 | 100% |
2015 · Form 990 · $484,749 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $412,638 | $412,638 | - | - | 85.1% | |
| Other (as described) | FOREIGN TAXES PAID | $70,447 | $70,447 | - | - | 14.5% |
| Other (as described) | FOREIGN ASSET FEES | $1,664 | $1,664 | - | - | 0.3% |
| Total | $484,749 | 100% |
2014 · Form 990 · $521,504 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $439,115 | $439,115 | - | - | 84.2% | |
| Other (as described) | FOREIGN TAXES PAID | $80,648 | - | $80,648 | - | 15.5% |
| Other (as described) | FOREIGN ASSET FEES | $1,656 | - | $1,656 | - | 0.3% |
| Other (as described) | FILING FEE | $85 | - | $85 | - | 0.0% |
| Total | $521,504 | 100% |
2013 · Form 990 · $474,144 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $400,217 | $400,217 | - | - | 84.4% | |
| Other (as described) | FOREIGN TAXES PAID | $71,034 | $71,034 | - | - | 15.0% |
| Fees: accounting | $1,500 | $1,500 | - | - | 0.3% | |
| Other (as described) | FOREIGN ASSET FEES | $1,308 | $1,308 | - | - | 0.3% |
| Other (as described) | FILING FEE | $85 | $85 | - | - | 0.0% |
| Total | $474,144 | 100% |
2012 · Form 990 · $422,199 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $358,383 | - | $358,383 | - | 84.9% | |
| Other (as described) | FOREIGN TAXES PAID | $62,912 | - | $62,912 | - | 14.9% |
| Other (as described) | FOREIGN ASSET FEES | $863 | - | $863 | - | 0.2% |
| Interest | $41 | - | $41 | - | 0.0% | |
| Total | $422,199 | 100% |
2011 · Form 990 · $307,189 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $186,195 | - | $186,195 | - | 60.6% | |
| Other (as described) | FOREIGN TAXES PAID | $68,094 | - | $68,094 | - | 22.2% |
| Fees: management | $51,196 | - | $51,196 | - | 16.7% | |
| Other (as described) | FOREIGN ASSET FEES | $1,151 | - | $1,151 | - | 0.4% |
| Fees: accounting | $500 | - | $500 | - | 0.2% | |
| Fees: other services | $40 | - | $40 | - | 0.0% | |
| Interest | $13 | - | $13 | - | 0.0% | |
| Total | $307,189 | 100% |
2010 · Form 990 · $288,036 spent · pay $47,786 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $190,113 | $190,113 | - | - | 66.0% | |
| All other expenses | $50,136 | $50,136 | - | - | 17.4% | |
| Pay: officers, directors, trustees, key employees | $47,786 | $47,786 | - | - | 16.6% | |
| Interest | $1 | - | $1 | - | 0.0% | |
| Total | $288,036 | 100% |