2026-03-27T12:46:04+00:00 2025-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-07-01 300007730 Regenstrief Institute Inc REGE 3172749185 1101 West 10th Street Indianapolis IN 46202 Karen L Crow CPA, CGMA, CFO 3172749185 2026-03-27 true Nicole Fishback P01279475 3173834000 2026-05-15 2024 2025-03-06 01:10:19Z Rachel Patzer PhD MPH 1101 West 10th Street Indianapolis IN 46202 25842905 false X www.regenstrief.org X 2002 IN Develop, conduct and disseminate impactful scientific research in health systems and across communities. 11 3 227 11 -284 0 18813221 19223742 5136813 5847046 724693 772117 0 24674727 25842905 46087 57244 0 16908377 17201873 0 0 11010467 10096817 27964931 27355934 -3290204 -1513029 47658973 38172831 12081958 3129133 35577015 35043698 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. false true 7119954 0 1926574 Regenstrief Data Services - Supports innovative healthcare research by providing access to Regenstrief Institute data assets and informatics expertise. Regenstrief Data Services assists investigators across all stages of research, from study design and data analysis to algorithm validation and implementation. 3947856 57244 577850 Center for Biomedical Informatics - Improving healthcare through informatics. 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. 3422815 0 149410 Health Data Standards (HDS) - Develops and maintains LOINC (Logical Observation Identifiers Names and Codes), a clinical terminology standard mandated for U.S. federal health programs and implemented internationally, and UCUM (Unified Code for Units of Measure) which supports consistent exchange of quantitative data in science, health care, and business. HDS also convenes global stakeholders to advance interoperable health data standards that enable effective data exchange, promote their adoption, and help shape the scientific and policy landscape related to research, public health, and patient care. 2841379 0 1702922 The William M. Tierney Center for Health Services Research - Conducts multidisciplinary research in clinical and community settings to improve the delivery and outcomes of health care services through innovative use of health information and health information technology. 2231675 0 481478 Center for Aging Research - Develop, test, and implement 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. Subject descriptive clinical and demographic data; ability to study clinical outcomes and guidance in regard to data security. 0 0 800000 IU Institute Support & IU Share Support 0 0 208812 Miscellaneous Revenue 5073054 3193212 19563679 true true false false false false false false false false true false false false false true true true false false true true false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 36 0 true 227 true false false false false false false false false false false false false false false X 11 3 false false false false false false false true true false false false false true true true true true true true true true IN X KAREN L CROW CPA CGMA 3172749185 1101 WEST TENTH STREET INDIANAPOLIS IN 462022872 CRAIG BRATER MD Board Member, Chair 1.0 0.0 X X 0 0 0 PATRICIA MARTIN MBA Board Member, Treasurer 1.0 1.0 X X 0 18450 0 TATIANA FOROUD PhD MS Board Member, Vice Chair 1.0 40.0 X X 0 592888 56962 CHRISTOPHER WEAVER MD Board Member 1.0 40.0 X 0 37246 38800 CLAIRE FIDDIAN-GREEN MBA Board Member 1.0 0.0 X 0 0 0 JAY L HESS MD PHD MHSA Board Member 1.0 40.0 X 0 889345 394331 JOHN P KANSKY MSE MBA Board Member 1.0 0.0 X 0 0 0 LISA E HARRIS MD Board Member 1.0 40.0 X 0 550356 99816 PHAEDRA CORSO PhD Board Member 1.0 40.0 X 0 363595 69695 SARAH WIEHE MD MPH Board Member 1.0 40.0 X 0 79264 14474 VIRGINIA CAINE MD Board Member 1.0 1.0 X 0 6000 0 JOYCE HERTKO PhD MS COO, Secretary 40.0 0.0 X 235771 0 40052 KAREN CROW CPA CGMA CFO 40.0 0.0 X 227565 0 13747 RACHEL PATZER PhD MPH President & CEO 26.0 24.0 X 0 459194 47753 MARJORIE RALLINS Executive Director, HDS 40.0 0.0 X 227095 0 36594 ANTHONY FRENCH Director, IT Infrastructure and Information Security Officer 40.0 0.0 X 149152 0 10855 DAVID TAYLOR Systems Engineer 40.0 0.0 X 150801 0 16460 EZA HAFEZA Director of Terminology Services and Operations 40.0 0.0 X 186521 0 30848 FAYE SMITH Director, Regenstrief Data Services Operations 40.0 0.0 X 140388 0 26684 THOMAS FEENEY Database Administrator 40.0 0.0 X 141699 0 45728 1458992 2996338 942799 31 false true false Indiana University 107 S Indiana Ave Bloomington IN 47405 Research Services 2173707 Datavant Inc 2222 W Dunlap Ave Suite 250 Phoenix AZ 85021 Research Services 1725032 Health Level Seven International Inc 445 E Eisenhower Pkwy Suite 300 025 Ann Arbor MI 48108 Research Services 431328 Pintail Solutions 40 Cricket Knoll Lane Carmel IN 46033 Research Services 266855 Acumen LLC 500 Airport Blvd Suite 100 Burlingame CA 94010 Research Services 262856 12 13474696 5749046 19223742 Contract Research & License 900099 5666306 5666306 Other Program Income 900099 180740 180740 0 0 0 0 5847046 772117 -284 772401 0 0 0 0 0 0 0 0 0 25842905 5847046 -284 772401 X 0 0 57244 57244 0 0 722228 240997 481231 0 0 0 0 0 12520554 8554291 3966263 0 900801 718880 181921 0 2097640 1674012 423628 0 960650 766642 194008 0 0 0 0 0 64734 27991 36743 0 76141 0 76141 0 0 0 0 0 0 0 64320 64320 3077723 2765035 312688 0 5562 3270 2292 0 336094 114097 221997 0 3217426 2431203 786223 0 0 0 0 0 123855 98138 25717 0 544956 517172 27784 0 0 0 0 0 328365 323785 4580 0 117577 0 117577 0 0 0 0 0 723559 592595 130964 160990 0 160990 0 Miscellaneous 526270 430919 95351 Maintenance & Repairs 483481 1644 481837 Patient Incentive 245764 245764 0 0 0 0 27355934 19563679 7792255 0 2541446 2841687 3715848 4807680 0 0 0 0 0 160951 225841 266536 20876947 9974147 11505116 10902800 29670722 19193177 0 0 0 0 47658973 38172831 2582936 2044861 571761 1084272 8927261 0 0 0 0 0 12081958 3129133 X 24247039 33200381 11329976 1843317 35577015 35043698 47658973 38172831 -1513029 979712 0 X false true true true true X X X 1 Indiana Univeristy 356001673 2 true 2173707 0 1 2173707 0 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 Support to other supported orgs 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 17314511 7153078 10161433 3041625 2821069 220556 10902800 0 X 26758297 979712 0 0 0 979712 25778585 64320 0 64320 25842905 27291614 0 0 0 0 0 27291614 64320 0 64320 27355934 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 1 Program Services MEDICAL INFORMATICS 57244 1 1 0 0 1 1 57244 0 57244 Sub-Saharan Africa Medical Informatics 57244 Wire Transfer 0 1 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds 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. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Cash Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements SUB-SAHARAN AFRICA-Cash X false false false false false false false false false TATIANA FOROUD PhD MS Board Member, Vice Chair 0 592888 0 0 0 0 0 51125 0 5837 0 649850 0 0 JAY L HESS MD PHD MHSA Board Member 0 671689 0 185656 0 32000 0 370918 0 23413 0 1283676 0 0 LISA E HARRIS MD Board Member 0 222223 0 0 0 328133 0 0 0 99816 0 650172 0 0 PHAEDRA CORSO PhD Board Member 0 363595 0 0 0 0 0 48795 0 20900 0 433290 0 0 RACHEL PATZER PhD MPH President & CEO 0 314194 0 45000 0 100000 0 0 0 47753 0 506947 0 0 JOYCE HERTKO PhD MS COO, Secretary 235771 0 0 0 0 0 30530 0 9522 0 275823 0 0 0 KAREN CROW CPA CGMA CFO 227565 0 0 0 0 0 8103 0 5644 0 241312 0 0 0 MARJORIE RALLINS Executive Director, HDS 227095 0 0 0 0 0 32467 0 4127 0 263689 0 0 0 EZA HAFEZA Director of Terminology Services and Operations 186521 0 0 0 0 0 25326 0 5522 0 217369 0 0 0 THOMAS FEENEY Database Administrator 141699 0 0 0 0 0 32467 0 13261 0 187427 0 0 0 DAVID TAYLOR Systems Engineer 150801 0 0 0 0 0 5493 0 10967 0 167261 0 0 0 FAYE SMITH Director, Regenstrief Data Services Operations 140388 0 0 0 0 0 23477 0 3207 0 167072 0 0 0 ANTHONY FRENCH Director, IT Infrastructure and Information Security Officer 149152 0 0 0 0 0 5476 0 5379 0 160007 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The compensation for the CEO is determined by the related organization Indiana University. Form 990, Part III, Line 3 Significant changes in program services THE GLOBAL HEALTH INFORMATICS DIVISION OF THE CENTER FOR BIOMEDICAL INFORMATICS WAS EFFECTIVELY ELIMINATED DUE TO CHANGES IN FEDERAL FUNDING PRIORITIES. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,841,379 including grants of $ 0)(Revenue $ 1,702,922) The William M. Tierney Center for Health Services Research - Conducts multidisciplinary research in clinical and community settings to improve the delivery and outcomes of health care services through innovative use of health information and health information technology. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,231,675 including grants of $ 0)(Revenue $ 481,478) Center for Aging Research - Develop, test, and implement 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. Subject descriptive clinical and demographic data; ability to study clinical outcomes and guidance in regard to data security. Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 0)(Revenue $ 800,000) IU Institute Support & IU Share Support Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 0)(Revenue $ 208,812) Miscellaneous Revenue Form 990, Part VI, Line 11b Review of form 990 by governing body 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 finance backgrounds. The Form 990 is also reviewed by an independent accounting firm. Form 990, Part VI, Line 12c 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, COO, and CFO 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, Line 15a Process to establish compensation of top management official Indiana University compensates the organization's President and CEO. A joint committee comprised on 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees Administration and Human Resources leadership, including Senior Human Resources Director 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 19 Required documents available to the public The organization's governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part IX, Line 11g Other Fees Total Purchased Services - Total Expense: 2404922, Program Service Expense: 2100038, Management and General Expenses: 304884, Fundraising Expenses: 0; Faculty Service Cost - Total Expense: 672801, Program Service Expense: 664997, Management and General Expenses: 7804, Fundraising Expenses: 0; Form 990, Part VI, Line 1B Independent Member of the board The directors that are not treated as independent are representatives of the corporation's supported organizations within the meaning of the 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 as 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 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: Jay Hess, Tatiana Foroud, Rachel Patzer, Phaedra Corso, Lisa Harris, Christopher Weaver, Patricia Martin, Virginia Caine, and Sarah Wiehe. Part IX, Line 11G Description of Other Fees for Service Other fees for services on line 11g includes amounts paid to Indiana University, a related organization, for the use of Indiana University employees for various Regenstrief Institute, Inc. projects, including: IT services, email services and servers. Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 Higher Education IN 501(c)(3) 2 NA false false true true false false false false false false false false false false false false false false false false