REGENSTRIEF INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

REGENSTRIEF INSTITUTE INC

EIN 30-0007730 · Education (B054)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.70%of revenue went to mission work71.5% of expenses · Program services

$105.85spent for every $100 of revenueSpending was higher than revenue this year.

30.15%of revenue went to management and office costs28.5% of expenses

$1.40in assets for every $1 spent this yearSome assets cannot be spent right away.

74.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,513,029 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $394,331 for JAY L HESS MD PHD MHSA (BOARD MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$25,842,905

Mission workProgram services$19,563,67975.70% of revenue71.5% of expenses

ManagementOffice and general costs$7,792,25530.15% of revenue28.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$27,355,934105.85% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 71.5% mission · 28.5% management · 0.0% fundraisingTotal expenses: 105.85% of revenue

2023Expense mix: 71.6% mission · 28.4% management · 0.0% fundraisingTotal expenses: 113.33% of revenue

2022Expense mix: 71.8% mission · 28.2% management · 0.0% fundraisingTotal expenses: 106.57% of revenue

2021Expense mix: 67.4% mission · 32.6% management · 0.0% fundraisingTotal expenses: 68.68% of revenue

2020Expense mix: 68.8% mission · 31.2% management · 0.0% fundraisingTotal expenses: 88.35% of revenue

2019Expense mix: 71.1% mission · 28.9% management · 0.0% fundraisingTotal expenses: 111.77% of revenue

2018Expense mix: 71.0% mission · 29.0% management · 0.0% fundraisingTotal expenses: 106.51% of revenue

2017Expense mix: 70.5% mission · 29.5% management · 0.0% fundraisingTotal expenses: 108.51% of revenue

Money in and money out

Revenue$25,842,905

Expenses$27,355,934

Annual shortfall $1,513,029 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,563,679 · 71.5% of expenses

Management and office costs$7,792,255 · 28.5% of expenses

See all reported dollar amounts

Revenue$25,842,905

Expenses$27,355,934

Assets$38,172,831

Income$25,842,905

Contributions$19,223,742

Mission work (program services)$19,563,679

Management and general$7,792,255

Stocks and bonds$19,193,177

Accounting fees$76,141

Investing fees$64,320

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAY L HESS MD PHD MHSABOARD MEMBER · 1 hrs/week $394,331Base · Other $394,331

JOYCE HERTKO PHD MSCOO, SECRETARY · 40 hrs/week $275,823Base $235,771 · Other $40,052

MARJORIE RALLINSEXECUTIVE DIRECTOR, HDS · 40 hrs/week $263,689Base $227,095 · Other $36,594

KAREN CROW CPA CGMACFO · 40 hrs/week $241,312Base $227,565 · Other $13,747

EZA HAFEZADIRECTOR OF TERMINOLOGY SERVICES AND OPERATIONS · 40 hrs/week $217,369Base $186,521 · Other $30,848

THOMAS FEENEYDATABASE ADMINISTRATOR · 40 hrs/week $187,427Base $141,699 · Other $45,728

DAVID TAYLORSYSTEMS ENGINEER · 40 hrs/week $167,261Base $150,801 · Other $16,460

FAYE SMITHDIRECTOR, REGENSTRIEF DATA SERVICES OPERATIONS · 40 hrs/week $167,072Base $140,388 · Other $26,684

ANTHONY FRENCHDIRECTOR, IT INFRASTRUCTURE AND INFORMATION SECURI · 40 hrs/week $160,007Base $149,152 · Other $10,855

LISA E HARRIS MDBOARD MEMBER · 1 hrs/week $99,816Base · Other $99,816

PHAEDRA CORSO PHDBOARD MEMBER · 1 hrs/week $69,695Base · Other $69,695

TATIANA FOROUD PHD MSBOARD MEMBER, VICE CHAIR · 1 hrs/week $56,962Base · Other $56,962

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

JAY L HESS MD PHD MHSABOARD MEMBER

JOYCE HERTKO PHD MSCOO, SECRETARY

MARJORIE RALLINSEXECUTIVE DIRECTOR, HDS

KAREN CROW CPA CGMACFO

EZA HAFEZADIRECTOR OF TERMINOLOGY SERVICES AND OPERATIONS

THOMAS FEENEYDATABASE ADMINISTRATOR

DAVID TAYLORSYSTEMS ENGINEER

FAYE SMITHDIRECTOR, REGENSTRIEF DATA SERVICES OPERATIONS

ANTHONY FRENCHDIRECTOR, IT INFRASTRUCTURE AND INFORMATION SECURI

LISA E HARRIS MDBOARD MEMBER

PHAEDRA CORSO PHDBOARD MEMBER

TATIANA FOROUD PHD MSBOARD MEMBER, VICE CHAIR

RACHEL PATZER PHD MPHPRESIDENT & CEO

CHRISTOPHER WEAVER MDBOARD MEMBER

SARAH WIEHE MD MPHBOARD MEMBER

PATRICIA MARTIN MBABOARD MEMBER, TREASURER

JOHN P KANSKY MSE MBABOARD MEMBER

CRAIG BRATER MDBOARD MEMBER, CHAIR

CLAIRE FIDDIAN-GREEN MBABOARD MEMBER

VIRGINIA CAINE MDBOARD MEMBER

About this charity

Recognized since: January 2002
Location: 1101 W 10TH ST, INDIANAPOLIS, IN 46202-4800
County: Marion
In care of: % MARIA DIBBLE
Primary officer: Karen L Crow, CPA, CGMA, CFO

How to reach them

WebsiteVisit the charity’s website Phone(317) 274-9185

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Education (B054)