2023-11-01T10:16:03-05:00 2023-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-07-01 351183155 UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES UNIV 3172781267 545 BARNHILL DRIVE 336 INDIANAPOLIS IN 46202 THOMAS BETLEY TREASURER 3172781267 2023-10-31 1 THOMAS BETLEY 999009999 0 TYLER K GREENE CPA P00057872 3176334705 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS BETLEY 545 BARNHILL DRIVE 336 INDIANAPOLIS IN 46202 84263194 0 X N/A X 1987 IN UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES, INC. (UMDA), IS A FACULTY PRACTICE GROUP EXISTING TO PROVIDE MEDICAL EDUCATION AND PATIENT SERVICES AS AN ADJUNCT TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. MEDICAL CARE IS PROVIDED TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE MEMBER PHYSICIANS AND HOSPITALS IN WHICH THE PHYSICIANS PROVIDE SERVICES HAVE CHARITY CARE POLICIES FOR THOSE PATIENTS WHO ARE UNABLE TO PAY. IN ADDITION, CONTRIBUTIONS ARE MADE TO THE DEPARTMENT OF MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE FOR WHOSE BENEFIT UMDA IS OPERATED, AS WELL AS FOR ACTIVITIES WHICH MAY FURTHER THE PROGRESS OF MEDICAL RESEARCH AND EDUCATION INCLUDING PROVIDING REQUIRED FACILITIES NECESSARY TO MEET THESE GOALS. 14 0 140 0 0 0 0 0 75564290 72919403 156016 679064 11731581 10664727 87451887 84263194 9356888 8381598 0 0 430515 445352 0 0 0 71981179 69991134 81768582 78818084 5683305 5445110 57232311 63066203 894745 1283527 56337566 61782676 X UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES, INC (UMDA), IS A FACULTY PRACTICE GROUP EXISTING TO PROVIDE MEDICAL EDUCATION AND PATIENT SERVICES AS AN ADJUNCT TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. MEDICAL CARE IS PROVIDED TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY THE MEMBER PHYSICIANS AND HOSPITALS IN WHICH THE PHYSICIANS PROVIDE SERVICES HAVE CHARITY CARE POLICIES FOR THOSE PATIENTS WHO ARE UNABLE TO PAY. 0 0 78506006 8381598 83584130 PROVIDING MEDICAL EDUCATION AND PATIENT SERVICES AS AN ADJUNCT TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. MEDICAL CARE IS PROVIDED TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. 78506006 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 IN X DONNA VISNACK CORPORATE ACCOUNTANT 3172781267 545 BARNHILL DR EH 336 INDIANAPOLIS IN 46202 JULIE CLARY MD PRESIDENT/PHYSICIAN 2.00 40.00 X X 0 55000 0 MOHAMMAD AL-HADDAD MD DIRECTOR/PHYSICIAN 2.00 40.00 X 98314 70000 0 MICHAEL ECONS MD DIRECTOR/PHYSICIAN 2.00 40.00 X 6542 70000 0 SAMIR GUPTA MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 70000 0 STEVEN HUGENBERG MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 60000 0 GREGORY KIRAY MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 60000 0 KELVIN LEE MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 300000 0 ROBERTO MACHADO MD DIRECTOR/PHYSICIAN 2.00 40.00 X 4000 70000 0 RAKESH MEHTA MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 60000 0 SHARON MOE MD DIRECTOR/PHYSICIAN 2.00 40.00 X 6500 70000 0 SUBHA RAMAN MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 70000 0 GREG SACHS MD DIRECTOR/PHYSICIAN 2.00 40.00 X 3600 70000 0 KARA WOOLS-KALOUSTIAN MD DIRECTOR/PHYSICIAN 2.00 40.00 X 11415 70000 0 DAVID ARONOFF MD SECRETARY/PHYSICIAN 2.00 40.00 X 0 70000 0 THOMAS BETLEY TREASURER 2.00 40.00 X 0 146095 0 ARCHITA DESAI DIRECTOR/PHYSICIAN 40.00 0.00 X 123752 50000 0 EVAN FOGEL DIRECTOR/PHYSICIAN 40.00 0.00 X 103142 70000 0 SAMER GAWRIEH DIRECTOR/PHYSICIAN 40.00 0.00 X 100523 69167 0 RAJ VUPPALANCHI DIRECTOR/PHYSICIAN 40.00 0.00 X 102455 70000 0 560243 1570262 0 4 0 1 0 0 NET PATIENT SERVICE REVENUE 900099 72919403 72919403 72919403 679064 679064 GAIN ON JOINT VENTURE 900099 10664727 10664727 10664727 84263194 83584130 0 679064 X 8381598 8381598 126440 126440 318912 318912 42268 42268 69393526 69191099 202427 3376 3095 281 157936 157936 321886 321886 70446 3344 67102 DUES & SUBSCRIPTIONS 846 846 850 850 78818084 78506006 312078 0 37919267 44345009 11803771 10704174 16619 3340 5960740 6174576 1531914 1839104 57232311 63066203 894745 1283527 894745 1283527 X 56337566 61782676 56337566 61782676 57232311 63066203 5445110 0 X 1 X 0 0 0 X 59237001 62373272 70973684 75564290 72919403 341067650 59237001 62373272 70973684 75564290 72919403 341067650 0 0 0 341067650 306989 264505 162712 156016 679064 1569286 306989 264505 162712 156016 679064 1569286 9243168 10466715 7512734 11731581 10664727 49618925 68787158 73104492 78649130 87451887 84263194 392255861 0.86950 0.86860 0.00400 0.00270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM JOINT VENTURES - 2018 AMOUNT: $ 9,243,168. 2019 AMOUNT: $ 10,466,715. 2020 AMOUNT: $ 7,512,734. 2021 AMOUNT: $ 11,731,581. 2022 AMOUNT: $ 10,664,727. 0 INVESTMENT IN JOINT VENTURE 6174576 C 6174576 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 4315478 0 CHAIRMAN INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 2928067 0 GASTROENTEROLOGY INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 45000 0 GENERAL INTERNAL MEDICINE INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 7203 0 CARDIOLOGY INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 68825 0 GASTROENTEROLOGY-MARKETING INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 356018940 501C3 878500 0 CHAIRMAN INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 10000 0 GERIATRICS INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 356018940 501C3 13000 0 GASTROENTEROLOGY INDIANA UNIVERSITY 550 N MERIDIAN STREET SUITE 250 INDIANAPOLIS IN 46204 356001673 501C3 113525 0 CLINICAL AFFAIRS-JOINT VENTURE 2 0 PART I, LINE 2: ALL AMOUNTS LISTED IN SCHEDULE I ARE FOR CONTRIBUTIONS OR OTHER ASSISTANCE TO 501(C)(3) PUBLIC CHARITIES AND ARE NOT REQUIRED TO BE MONITORED BY THE RECIPIENT OR ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 KELVIN LEE MD DIRECTOR/PHYSICIAN 0 300000 0 0 0 0 0 0 0 0 0 300000 0 0 ARCHITA DESAI DIRECTOR/PHYSICIAN 36000 50000 87752 0 0 0 0 0 0 0 123752 50000 0 0 EVAN FOGEL DIRECTOR/PHYSICIAN 103142 70000 0 0 0 0 0 0 0 0 103142 70000 0 0 RAJ VUPPALANCHI DIRECTOR/PHYSICIAN 102455 70000 0 0 0 0 0 0 0 0 102455 70000 0 0 SAMER GAWRIEH DIRECTOR/PHYSICIAN 100523 69167 0 0 0 0 0 0 0 0 100523 69167 0 0 MOHAMMAD AL-HADDAD MD DIRECTOR/PHYSICIAN 0 70000 98314 0 0 0 0 0 0 0 98314 70000 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT WITH TWO TYPES OF MEMBERS: INDIVIDUAL AND CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE DIRECTORS TO THE GOVERNING BOARD EXCEPT FOR THE DESIGNATED DIRECTORS WHICH INCLUDE: VICE CHAIR OF CLINICAL AFFAIRS AND CHAIRMAN OF THE DEPARTMENT OF MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 ENTAILS A DETAILED REVIEW BY THE ORGANIZATION'S ACCOUNTING DEPARTMENT AND EXECUTIVE COMMITTEE OF THE BOARD. THE GOVERNING BODY RECEIVES AN ELECTRONIC COPY OF THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EXECUTIVE LEADSHIP MUST ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE FORM AND SUBMIT IT TO THE SECRETARY OF THE ORGANIZATION. ANY NEW DISCLOSABLE FINANCIAL INTERESTS ARISING DURING THE YEAR MUST ALSO BE DISCLOSED TO THE SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 THE BASE SALARIES OF THE EXECUTIVE OFFICERS ARE DETERMINED BY THE CHAIRMAN OF THE DEPARTMENT OF MEDICINE AFTER REVIEWING SALARY SURVEY DATA FROM THE MCGLADREY LARGE CLINIC GROUP SURVEY AND THE AAMC (ASSOCIATION OF ACADEMIC MEDICAL CENTERS). INTERNAL EQUITY WITHIN THE DEPARTMENT IS ALSO BENCHMARKED FOR EACH PERSON. THIS INFORMATION IS SUBMITTED TO THE DEAN OF THE SCHOOL OF MEDICINE ANNUALLY FOR REVIEW. THE SALARY FOR THE CHAIRMAN OF THE DEPARTMENT OF MEDICINE IS DETERMINED BY THE DEAN OF THE SCHOOL OF MEDICINE AFTER REVIEWING THE RECOMMENDATION OF THE SPECIAL DEPT COMPENSATION COMMITTEE. THIS COMPENSATION COMMITTEE IS COMPOSED OF THE 4 VICE CHAIRS IN THE DEPARTMENT AND ONLY MEETS TO DISCUSS THE COMPENSATION OF THE CHAIRMAN. THIS COMMITTEE REVIEWS THE AAMC AND MCGLADREY SALARY SURVEY DATA AND ARRIVES AT A RECOMMENDATION BASED ON THAT INFORMATION COMBINED WITH THE FINANCIAL PERFORMANCE OF THE DEPARTMENT AND OTHER PERFORMANCE INPUTS THAT ARE RELEVANT. THE DEAN THANKS US FOR THE RECOMMENDATION BUT ULTIMATELY MAKE HIS OWN DECISION WHICH HAS VARIED FROM THE COMMITTEE'S RECOMMENDATIONS OVER THE YEARS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 69,191,099. MANAGEMENT AND GENERAL EXPENSES 202,427. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,393,526. INDIANA UNIVERSITY 980 INDIANA AVE LV 1173 INDIANAPOLIS IN 46202 356001673 EDUCATIONAL INSTITUTION IN 501C3 LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0