Nonprofit · EIN 30-0007730
REGENSTRIEF INSTITUTE INC
Tax-exempt · INDIANAPOLIS, IN 46202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,842,905 | $27,355,934 | -$1,513,029 | $38,172,831 | $3,129,133 | $35,043,698 |
| June 30, 2024 | 990 | $24,674,727 | $27,964,931 | -$3,290,204 | $47,658,973 | $12,081,958 | $35,577,015 |
| June 30, 2023 | 990 | $26,218,775 | $27,941,801 | -$1,723,026 | $49,714,883 | $12,082,593 | $37,632,290 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $19,223,742
- of which government grants
- $13,474,696
- Program service revenue
- $5,847,046
- Investment income
- $772,117
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $57,244
- Compensation of officers, directors and key employees
- $722,228
- Other salaries and wages
- $12,520,554
- Salaries, compensation and benefits (total)
- $17,201,873
- Professional fundraising fees
- $0
- Legal fees
- $64,734
- Accounting fees
- $76,141
- Occupancy
- $123,855
- Travel
- $544,956
- Depreciation
- $723,559
- Program services (functional)
- $19,563,679
- Management and general (functional)
- $7,792,255
Balance sheet and other
- Total assets, start of year
- $47,658,973
- Total assets, end of year
- $38,172,831
- Total liabilities, end of year
- $3,129,133
- Net assets, end of year
- $35,043,698
- Land, buildings and equipment
- $10,902,800
- Publicly traded securities
- $19,193,177
- Net assets without donor restrictions
- $33,200,381
- Net assets with donor restrictions
- $1,843,317
- Gross unrelated business income
- -$284
- Gross receipts
- $25,842,905
- Employees
- 227
- Volunteers
- 11
- Year formed
- 2002
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY L HESS MD PHD MHSA | Board Member Trustee or director | 1 | $0 | $889,345 | $394,331 |
| LISA E HARRIS MD | Board Member Trustee or director | 1 | $0 | $550,356 | $99,816 |
| TATIANA FOROUD PhD MS | Board Member, Vice Chair Trustee or director, Officer | 1 | $0 | $592,888 | $56,962 |
| RACHEL PATZER PhD MPH | President & CEO Officer | 26 | $0 | $459,194 | $47,753 |
| PHAEDRA CORSO PhD | Board Member Trustee or director | 1 | $0 | $363,595 | $69,695 |
| JOYCE HERTKO PhD MS | COO, Secretary Officer | 40 | $235,771 | $0 | $40,052 |
| MARJORIE RALLINS | Executive Director, HDS Key employee | 40 | $227,095 | $0 | $36,594 |
| KAREN CROW CPA CGMA | CFO Officer | 40 | $227,565 | $0 | $13,747 |
| EZA HAFEZA | Director of Terminology Services and Operations Highest-paid employee | 40 | $186,521 | $0 | $30,848 |
| THOMAS FEENEY | Database Administrator Highest-paid employee | 40 | $141,699 | $0 | $45,728 |
| DAVID TAYLOR | Systems Engineer Highest-paid employee | 40 | $150,801 | $0 | $16,460 |
| FAYE SMITH | Director, Regenstrief Data Services Operations Highest-paid employee | 40 | $140,388 | $0 | $26,684 |
| ANTHONY FRENCH | Director, IT Infrastructure and Information Security Officer Highest-paid employee | 40 | $149,152 | $0 | $10,855 |
| SARAH WIEHE MD MPH | Board Member Trustee or director | 1 | $0 | $79,264 | $14,474 |
| CHRISTOPHER WEAVER MD | Board Member Trustee or director | 1 | $0 | $37,246 | $38,800 |
5 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| PATRICIA MARTIN MBA | Board Member, Treasurer Trustee or director, Officer | 1 | $0 | $18,450 |
| VIRGINIA CAINE MD | Board Member Trustee or director | 1 | $0 | $6,000 |
| CRAIG BRATER MD | Board Member, Chair Trustee or director, Officer | 1 | $0 | $0 |
| CLAIRE FIDDIAN-GREEN MBA | Board Member Trustee or director | 1 | $0 | $0 |
| JOHN P KANSKY MSE MBA | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY L HESS MD PHD MHSA | Board Member Trustee or director | 2 | $0 | $834,557 | $387,014 |
| LISA E HARRIS MD | Board Member Trustee or director | 2 | $0 | $569,201 | $57,199 |
| TATIANA FOROUD PhD MS | Board Member, Vice Chair Trustee or director, Officer | 2 | $0 | $512,379 | $0 |
| PHAEDRA CORSO PhD | Board Member Trustee or director | 2 | $0 | $272,805 | $36,443 |
| JOYCE HERTKO PhD MS | COO, Secretary Officer | 40 | $248,066 | $0 | $46,190 |
| RACHEL PATZER PhD MPH | President & CEO Officer | 26 | $0 | $287,975 | $0 |
| MARJORIE RALLINS | Executive Director, HDS Key employee | 40 | $238,138 | $0 | $15,228 |
| KAREN CROW CPA CGMA | CFO Officer | 40 | $204,980 | $0 | $19,826 |
| EZA HAFEZA | Director of Terminology Services and Operations Highest-paid employee | 40 | $180,642 | $0 | $42,889 |
| DAVID TAYLOR | Systems Engineer Highest-paid employee | 40 | $144,127 | $0 | $0 |
| ANTHONY FRENCH | Director, IT Infrastructure and Information Security Officer Highest-paid employee | 40 | $143,166 | $0 | $0 |
| PATRICK O'CONNELL | Director of Finance Highest-paid employee | 40 | $139,845 | $0 | $0 |
| THOMAS FEENEY | Database Administrator Highest-paid employee | 40 | $135,492 | $0 | $0 |
| SARAH WIEHE MD MPH | Board Member Trustee or director | 2 | $0 | $96,545 | $0 |
| CRAIG BRATER MD | Board Member, Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICIA MARTIN MBA | Board Member, Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BENJAMIN MANSALIS MD | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| CLAIRE FIDDIAN-GREEN MBA | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| JOHN P KANSKY MSE MBA | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| VIRGINIA CAINE MD | Board Member Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY L HESS MSE MBA | BOARD MEMBER Trustee or director | 2 | $0 | $897,203 | $336,401 |
| AARON CARROLL MD | BOARD MEMBER Trustee or director | 2 | $0 | $454,720 | $76,956 |
| LISA HARRIS MD | BOARD MEMBER Trustee or director | 2 | $0 | $531,343 | $0 |
| SUSAN HICKMAN PHD | INTERIM PRES&CEO (END 4/30/23) Trustee or director, Officer | 24 | $0 | $261,818 | $14,094 |
| JOYCE HERTKO PHD MS | COO, SECRETARY Officer | 40 | $239,978 | $0 | $25,919 |
| MARJORIE C RALLINS | EXECUTIVE DIRECTOR, LOINC Highest-paid employee | 40 | $228,315 | $0 | $18,476 |
| ANTHONY D FRENCH | DIRECTOR, IT INFRA/INFO SEC OF Highest-paid employee | 40 | $164,493 | $0 | $58,324 |
| JOHN L HOOK | LHDS TECHNICAL ADVISOR Highest-paid employee | 40 | $173,080 | $0 | $40,375 |
| EZA HAFEZA | DIRECTOR, LOINC TERM SERVS/OPS Highest-paid employee | 40 | $186,553 | $0 | $8,732 |
| DAVID E TAYLOR | SYSTEMS ENGINEER IV Highest-paid employee | 40 | $138,545 | $0 | $44,826 |
| SARAH WIEHE MDMPH | BOARD MEMBER Trustee or director | 2 | $0 | $103,879 | $17,950 |
| KAREN CROW CPA CGMA | CFO Officer | 40 | $99,584 | $0 | $7,087 |
| MICHELLE JANNEY PHD | BOARD MEMBER (END 6/11/23) Trustee or director | 2 | $0 | $0 | $0 |
| JOHN P KANSKY MSE MBA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CRAIG BRATER MD | BOARD MEMBER, CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICIA MARTIN MBA | BOARD MEMBER, TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CLAIRE FIDDIAN-GREEN MBA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| TATIANA FOROUD PHD MS | BOARD MEMBER, VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VIRGINIA CAINE MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BENJAMIN MANSALIS MD | BOARD MEMEBER (Beg 6/12/23) Trustee or director | 2 | $0 | $0 | $0 |
| RACHEL PATZER PHD | PRESIDENT & CEO (Beg 5/1/23) Trustee or director, Officer | 26 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 W 10TH ST, INDIANAPOLIS, IN 46202-4800
- In care of
- % MARIA DIBBLE
- Principal officer (990 for 2024)
- Rachel Patzer PhD MPH, 1101 West 10th Street, Indianapolis, IN 46202
- Signed the 990
- Karen L Crow, CPA, CGMA, CFO
- Phone
- (317) 274-9185
- Website
- www.regenstrief.org
- Return prepared by
- Forvis Mazars LLP
Mission
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.
Program accomplishments
- 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.Expenses $7,119,954 · revenue $1,926,574
- 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.Expenses $3,947,856 · grants $57,244 · revenue $577,850
- 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.Expenses $3,422,815 · revenue $149,410
- 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.Expenses $2,841,379 · revenue $1,702,922
- 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.Expenses $2,231,675 · revenue $481,478
- IU Institute Support & IU Share Supportrevenue $800,000
- Miscellaneous Revenuerevenue $208,812
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0007730
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B054)
- Assets (IRS master file)
- $38,172,831
- Income (IRS master file)
- $25,842,905
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $25,842,905 | $27,355,934 | $38,172,831 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $24,674,727 | $27,964,931 | $47,658,973 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $26,218,775 | $27,941,801 | $49,714,883 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $34,514,602 | $23,705,009 | $51,132,613 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0007730).
Questions about REGENSTRIEF INSTITUTE INC
- What is the EIN of REGENSTRIEF INSTITUTE INC?
- The employer identification number (EIN) of REGENSTRIEF INSTITUTE INC is 30-0007730.
- Is REGENSTRIEF INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to REGENSTRIEF INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does REGENSTRIEF INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of REGENSTRIEF INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did REGENSTRIEF INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of REGENSTRIEF INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names Rachel Patzer PhD MPH.
- Who are the officers and directors of REGENSTRIEF INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 8 received compensation from the organization.
- How much revenue does REGENSTRIEF INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,842,905, expenses of $27,355,934 and total assets of $38,172,831 at year end.
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