2026-08-12T08:14:19-05:00 2026-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2025-07-01 351183155 UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES UNIV 3172781267 545 BARNHILL DRIVE 336 INDIANAPOLIS IN 46202 THOMAS BETLEY TREASURER 3172781267 2026-08-12 1 TYLER K GREENE CPA P00057872 3176334705 2026-07-27 2025 2025-03-06 01:10:19Z THOMAS BETLEY 545 BARNHILL DRIVE 336 INDIANAPOLIS IN 46202 754518 0 X N/A X 1987 IN UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES, INC. (UMDA), IS A FACULTY PRACTICE GROUP EXISTING TO PROVIDE MEDICAL EDUCATION. PATIENT SERVICES ARE NO LONGER BILLED UNDER UMDA'S TAX ID. IN APRIL 2025, IU HEALTH MOVED ALL PROVIDERS TO A NEW PRACTICE PLAN WITH A NEW TAX ID. UMDA'S MEMBER PHYSICIANS ARE STILL PROVIDING PATIENT SERVICES, JUST NOT UNDER THIS TAX ID. IN ADDITION, CONTRIBUTIONS ARE MADE TO THE DEPARTMENT OF MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE 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. 11 0 365 0 0 0 0 0 59334893 0 36755609 754518 11991938 0 108082440 754518 4730892 89402359 0 0 520698 376562 0 0 0 62227233 18039585 67478823 107818506 40603617 -107063988 108798670 3284017 4220 1553555 108794450 1730462 X UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES, INC. (UMDA), IS A FACULTY PRACTICE GROUP EXISTING TO PROVIDE MEDICAL EDUCATION. PATIENT SERVICES ARE NO LONGER BILLED UNDER UMDA'S TAX ID. IN APRIL 2025, IU HEALTH MOVED ALL PROVIDERS TO A NEW PRACTICE PLAN WITH A NEW TAX ID. UMDA'S MEMBER PHYSICIANS ARE STILL PROVIDING PATIENT SERVICES, JUST NOT UNDER THIS TAX ID. IN ADDITION, CONTRIBUTIONS ARE MADE TO THE DEPARTMENT OF MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE 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. 0 0 107797372 89402359 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. 107797372 1 0 0 0 0 0 0 0 0 0 0 0 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 4 0 1 365 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 1146 60000 0 THOMAS BETLEY TREASURER 2.00 40.00 X X 0 164073 0 DAVID ARONOFF MD SECRETARY/PHYSICIAN 2.00 40.00 X X 0 70000 0 MOHAMMAD AL-HADDAD MD DIRECTOR/PHYSICIAN 2.00 40.00 X 120635 70000 0 MICHAEL ECONS MD DIRECTOR/PHYSICIAN 2.00 40.00 X 2563 70000 0 SAMIR GUPTA MD DIRECTOR/PHYSICIAN 2.00 40.00 X 5435 70000 0 STEVEN HUGENBERG MD DIRECTOR/PHYSICIAN (PARTIAL TERM) 2.00 40.00 X 3883 60000 0 GREGORY KIRAY MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 60000 0 RAKESH MEHTA MD DIRECTOR/PHYSICIAN 2.00 40.00 X 2139 60000 0 SHARON MOE MD DIRECTOR/PHYSICIAN 2.00 40.00 X 13318 70000 0 GREG SACHS MD DIRECTOR/PHYSICIAN 2.00 40.00 X 2089 70000 0 ALLEN ANANDARAJAH MD DIRECTOR/PHYSICIAN (PARTIAL TERM) 2.00 40.00 X 0 0 0 MATTHEW FEINSTEIN MD DIRECTOR/PHYSICIAN 2.00 40.00 X 0 0 0 EVAN FOGEL MD PHYSICIAN 1.00 40.00 X 122527 70000 0 RAJ VUPPALANCHI MD PHYSICIAN 1.00 40.00 X 152485 70000 0 NAGA CHALASANI MD PHYSICIAN 1.00 40.00 X 129213 70000 0 NABIL FAYAD PHYSICIAN 1.00 40.00 X 128895 0 0 THOMAS NOWAK PHYSICIAN 1.00 40.00 X 111647 70000 0 795975 1104073 0 9 0 1 0 0 754518 754518 754518 0 0 754518 X 89402359 89402359 164603 164603 211959 211959 15104 15104 17962997 17962997 2814 2814 1895 1895 49681 49681 7094 1064 6030 107818506 107797372 21134 0 93524253 3284017 15199737 0 200 0 74480 0 108798670 3284017 4220 1553555 4220 1553555 X 108794450 1730462 108794450 1730462 108798670 3284017 -107063988 0 X 0 0 0 X 75564290 72919403 63574403 59334894 0 271392990 75564290 72919403 63574403 59334894 271392990 0 0 0 271392990 156016 679064 1975293 2640666 754518 6205557 156016 679064 1975293 2640666 754518 6205557 11731581 10664727 11969446 11991938 46357692 87451887 84263194 77519142 73967498 754518 323956239 0.83770 0.85200 0.01920 0.01400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM JOINT VENTURES - 2021 AMOUNT: $ 11,731,581. 2022 AMOUNT: $ 10,664,727. 2023 AMOUNT: $ 11,969,446. 2024 AMOUNT: $ 11,991,938. 2025 AMOUNT: $ 0. 0 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, 2026 AND 2025, 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 IU MEDICAL GROUP FOUNDATION INC 340 W 10TH ST INDIANAPOLIS IN 46202 201093251 501C3 89400000 0 SUPPORT IU DEPARTMENT OF MEDICINE 1 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 RAJ VUPPALANCHI MD PHYSICIAN 0 70000 152485 0 0 0 0 0 0 0 152485 70000 0 0 NAGA CHALASANI MD PHYSICIAN 0 70000 129213 0 0 0 0 0 0 0 129213 70000 0 0 EVAN FOGEL MD PHYSICIAN 0 70000 122527 0 0 0 0 0 0 0 122527 70000 0 0 MOHAMMAD AL-HADDAD MD DIRECTOR/PHYSICIAN 0 70000 120635 0 0 0 0 0 0 0 120635 70000 0 0 THOMAS NOWAK PHYSICIAN 0 70000 111647 0 0 0 0 0 0 0 111647 70000 0 0 THOMAS BETLEY TREASURER 0 164073 0 0 0 0 0 0 0 0 0 164073 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 17,803,934. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,803,934. PURCHASED SERVICES - PATIENT CARE: PROGRAM SERVICE EXPENSES 159,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,063. INDIANA UNIVERSITY 980 INDIANA AVE LV 1173 INDIANAPOLIS IN 46202 356001673 EDUCATIONAL INSTITUTION IN 501C3 LINE 2 N/A 0 IU MEDICAL GROUP FOUNDATION INC 340 W 10TH ST INDIANAPOLIS IN 46202 201093251 NOT-FOR-PROFIT FOUNDATION IN 501C3 LINE 12 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0