STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Us Bank N A Institution TRUSTEE2020-2024 $63,631$316,160 1475
Jp Morgan Chase Bank Na Institution (former) TRUSTEE2010-2015 $0$47,786 1826

People by year

2024 · 1 person listed · 1 paid, $64K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE- $63,631$0$0 $63,6311475
2023 · 1 person listed · 1 paid, $67K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE- $67,375$0$0 $67,3751475
2022 · 1 person listed · 1 paid, $62K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE- $61,961$0$0 $61,9611475
2021 · 1 person listed · 1 paid, $68K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE1 $67,874$0$0 $67,8741475
2020 · 1 person listed · 1 paid, $55K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE1 $55,319$0$0 $55,3191475
2015 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE- $0$0$0 $01826
2014 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE1 $0$0$0 $01826
2013 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE1 $0$0$0 $01826
2012 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE- $0$0$0 $01826
2011 · 1 person listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE2 $0$0$0 $01826
2010 · 1 person listed · 1 paid, $48K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JPMORGAN CHASE BANK NA Institution TRUSTEE2 $47,786$0$0 $47,7861826

Highest-paid independent contractors

2024 · 1 contractor · $105K
NameLocationServicePaid
SAGE ADVISORY SERVICES LTDAUSTIN, TXINVESTMENT MANGAGEMENT$104,814
2023 · 1 contractor · $121K
NameLocationServicePaid
JACOBS LEVY EQUITY MANAGEMENTFLORHAM PARK, NJINVESTMENT MANAGEMENT$120,598
2022 · 1 contractor · $149K
NameLocationServicePaid
JACOBS LEVY EQUITY MANAGEMENTFLORHAM PARK, NJASSET MANAGEMENT$149,102
2020 · 1 contractor · $137K
NameLocationServicePaid
CAMBIAR INVESTORS LLCDENVER, CO$137,480
2015 · 2 contractors · $208K
NameLocationServicePaid
DODGE & COXSAN FRANCISCO, CAINVESTMENT ADVISOR$107,385
CAMBIAR INVESTORS LLCDENVER, COINVESTMENT 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.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2020INDIANA HUMANITIES COUNCIL INCPublic charity $16,327PROGRAM SUPPORTein 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$41,811,439$554,704 $383,129,371$383,129,371 $0$0 $63,6310-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$28,305,388$615,239 $343,978,539$343,978,539 $0$0 $67,3750-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$10,763,195$2,241,582 $315,576,439$315,576,439 $121,856$0 $61,9610-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$25,564,674$369,198 $309,558,796$309,558,796 $0$0 $67,8740-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$20,436,191$334,243 $288,113,640$288,113,640 $0$0 $55,3190-
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$12,759,822$484,749 $190,578,523$190,578,523 $0$1,631,832 $00-
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$8,848,927$521,504 $177,471,759$177,471,759 $0$0 $00-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$13,206,887$474,144 $168,737,488$168,737,488 $0$0 $00-
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$7,278,750$422,199 $156,084,847$156,084,847 $0$0 $00-
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$6,743,499$307,189 $148,899,559$148,899,559 $0$0 $00-
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$2,703,042$288,036 $37,182,866$37,182,866 $0$2,000,000 $47,7860-

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
LineAs describedTotalProgramManagementFundraisingShare
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$554,704100%

View the filing

2023 · Form 990 · $615,239 spent · pay $67,375 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$615,239100%

View the filing

2022 · Form 990 · $2,241,582 spent · pay $61,961 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$2,241,582100%

View the filing

2021 · Form 990 · $369,198 spent · pay $67,874 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$369,198100%

View the filing

2020 · Form 990 · $334,243 spent · pay $55,319 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$334,243100%

View the filing

2015 · Form 990 · $484,749 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$484,749100%

View the filing

2014 · Form 990 · $521,504 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$521,504100%

View the filing

2013 · Form 990 · $474,144 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$474,144100%

View the filing

2012 · Form 990 · $422,199 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$422,199100%

View the filing

2011 · Form 990 · $307,189 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$307,189100%

View the filing

2010 · Form 990 · $288,036 spent · pay $47,786 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$288,036100%

View the filing