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Indiana University Foundation

  • Bloomington, IN
  • Tax-exempt since March 1938
  • EIN: 35-6018940

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Summary charts: organization finances over time

Revenue
$426M (2023)

Expenses
$261M (2023)

Total Assets
$4.18B (2023)

Total Liabilities
$743M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$426,110,057
Expenses
$261,097,805
Net Income
$165,012,252
Net Assets
$3,437,449,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,081,243
34.5%
Program Services $46,385,566
10.9%
Investment Income $129,624,031
30.4%
Bond Proceeds $0
Royalties $177,443
0.0%
Rental Property Income $0
Net Fundraising $28,167
0.0%
Sales of Assets $95,201,401
22.3%
Net Inventory Sales $0
Other Revenue $7,612,206
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,735,464
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $16,353,481
6.3%
Assets/Debt
Total Assets $4,180,043,938
Total Liabilities $742,594,134
Net Assets $3,437,449,804
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
James Bergstrom (Co Cio) $744,444 $0 $72,852
D Abe Weldy (Co Cio) $743,871 $0 $68,402
J Thomas Forbes (President And Ceo) $466,490 $0 $67,379
Scott Ryan (Director Of Investments) $325,500 $0 $78,502
Joyce Q Rogers (Evp For Development) $323,305 $0 $68,706
Jeffrey D Stumpf (Evp For Finance & Operations) $321,812 $0 $62,622
Dorothy Metaj (Vp Development, Indianapolis) $275,998 $0 $39,525
Julie Beth Vipperman (Senior Vp, Human Resources & Culture) $266,175 $0 $55,175
Jeffrey Lindauer (Avp Development) $260,168 $0 $34,432
Paula Jenkins (Vp Development, Bloomington) $250,599 $0 $46,196
Mary Bonk (Vp, Adv Proj Mgt, Support & Tech Serv) $237,555 $0 $42,751
Sarah Beggs (Chief Of Staff & Sr Vp, Strat Initiatives) $216,405 $0 $56,578
Philippa Guthrie (Evp, Gen Counsel & Corp Board Secretary) $216,027 $0 $57,088
Sheila Decker (Vp, Administration) $200,832 $0 $61,251
Pamela S Whitten (Chairman Of The Board) $0 $0 $0
Kathryn R Booth (Vice Chairman) $0 $0 $0
Kim I Pressman (Treasurer) $0 $0 $0
Aasif M Bade (Iuf Board Director) $0 $0 $0
Alan B Graf (Iuf Board Director) $0 $0 $0
Alisa L Hendrix (Iuf Board Director) $0 $0 $0
Amy Balcius (Iuf Board Director) $0 $0 $0
Cheng Wu (Iuf Board Director) $0 $0 $0
Curtis A Ferguson (Iuf Board Director) $0 $0 $0
Cynthia S Skjodt (Iuf Board Director) $0 $0 $0
Dale Ellen Leff (Iuf Board Director) $0 $0 $0
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990
Filed on May 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$496,884,303
Expenses
$389,768,635
Net Income
$107,115,668
Net Assets
$3,392,471,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $198,920,246
40.0%
Program Services $46,078,128
9.3%
Investment Income $114,046,769
23.0%
Bond Proceeds $0
Royalties $76,023
0.0%
Rental Property Income $0
Net Fundraising $36,336
0.0%
Sales of Assets $128,628,489
25.9%
Net Inventory Sales $0
Other Revenue $9,098,312
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,608,006
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $12,672,011
3.3%
Assets/Debt
Total Assets $4,146,756,017
Total Liabilities $754,284,023
Net Assets $3,392,471,994
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gary Stratten (Former Exec Vp Investments & Cio) $516,774 $0 $64,350
D Abe Weldy (Co Cio) $394,790 $0 $76,915
James Bergstrom (Co Cio) $394,423 $0 $82,853
J Thomas Forbes (President And Ceo) $353,167 $0 $0
Joyce Q Rogers (Evp For Development) $313,461 $0 $74,957
Jeffrey D Stumpf (Evp For Finance & Operations) $304,214 $0 $72,194
Dorothy Metaj (Vp Development, Indianapolis) $267,677 $0 $57,502
Paula Jenkins (Vp Development, Bloomington) $243,587 $0 $54,009
Mary Bonk (Vp, Adv Proj Mgt, Support & Tech Serv) $232,380 $0 $53,649
Jeffrey Lindauer (Avp Development) $225,354 $0 $39,405
Scott Ryan (Director Of Investments) $209,785 $0 $81,473
Sarah Beggs (Chief Of Staff & Sr Vp, Strat Initiatives) $208,415 $0 $71,002
Anne Wymore (Vp, Marketing & Annual Giving (Until 02/22)) $205,407 $0 $64,464
Stacy Knapper (General Counsel (Until 07/21)) $143,150 $0 $41,059
Phillippa Guthrie (Gen Counsel & Corp Board Secretary) $28,554 $0 $12,226
Pamela S Whitten (Chairman Of The Board) $0 $0 $0
Kathryn R Booth (Vice Chairman) $0 $0 $0
Gregg T Summerville (Treasurer) $0 $0 $0
Aasif M Bade (Iuf Board Director) $0 $0 $0
Alan B Graf (Iuf Board Director) $0 $0 $0
Alisa L Hendrix (Iuf Board Director) $0 $0 $0
Ann S Harrison (Iuf Board Director (Until 6/1/22)) $0 $0 $0
Curtis A Ferguson (Iuf Board Director) $0 $0 $0
Cynthia S Skjodt (Iuf Board Director) $0 $0 $0
Dale Ellen Leff (Iuf Board Director) $0 $0 $0
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990
Filed on May 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,892,310
Expenses
$231,169,533
Net Income
$131,722,777
Net Assets
$3,538,278,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,613,027
48.7%
Program Services $36,926,377
10.2%
Investment Income $30,051,063
8.3%
Bond Proceeds $0
Royalties $50,658
0.0%
Rental Property Income $0
Net Fundraising -$168,225
Sales of Assets $120,796,423
33.3%
Net Inventory Sales $0
Other Revenue -$1,377,013
Notable Expenses Percent of Total Expenses
Executive Compensation $4,328,761
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $13,081,724
5.7%
Assets/Debt
Total Assets $4,047,053,926
Total Liabilities $508,775,286
Net Assets $3,538,278,640
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $793,473 $0 $66,212
Gary Stratten (Exec. Vp Investments & Cio) $516,594 $0 $75,066
Richard Dupree (Executive Vp For Development) $480,245 $0 $53,349
D Abe Weldy (Co Chief Investment Officer) $305,835 $0 $69,798
James Bergstrom (Co Chief Investment Officer) $300,981 $0 $75,488
Jeffrey D Stumpf (Exec Vp For Finance & Operations) $299,998 $0 $69,830
Joyce Rogers (Interim Evp For Development) $288,202 $0 $71,698
Dorothy Metaj (Vp Development,Indianapolis) $287,834 $0 $58,210
Paula Jenkins (Vp Development, Bloomington) $268,860 $0 $57,085
Jeffrey Lindauer (Vice President Advancement Services & Managing Dir) $242,539 $0 $43,661
Mary Bonk (Vp, Advancement Data Tech Services) $233,637 $0 $51,456
Stacy Knapper (Exec Vp, Gen Counsel, Corp Board Sec) $233,457 $0 $67,166
Bryan Melvin (Vice President Development,Prin Gifts) $227,022 $0 $49,834
Anne Wymore (Associate Vice President, Marketing And Annual Giv) $216,647 $0 $60,747
Sarah Beggs (Chief Of Staff & Vp Stratg Initiv) $211,775 $0 $64,504
Jt Forbes (Interim President And Ceo) $0 $0 $0
Steven A Martin (Assistant Corp Secretary) $0 $0 $0
Michael A Mc Robbie (Board Chair, Iuf Board Dir) $0 $0 $0
Gregg T Summerville (Treasurer) $0 $0 $0
Aasif M Bade (Iuf Board Director) $0 $0 $0
Mary Ellen Bishop (Iuf Board Director) $0 $0 $0
Kathryn R Booth (Vice Chairman) $0 $0 $0
William Q Buckner (Iuf Board Director) $0 $0 $0
Derrick Burks (Iuf Board Director) $0 $0 $0
Julie Davis (Iuf Board Director) $0 $0 $0
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990
Filed on May 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,544,851
Expenses
$238,335,156
Net Income
-$9,790,305
Net Assets
$2,693,103,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $211,341,140
92.5%
Program Services $33,441,906
14.6%
Investment Income $10,338,698
4.5%
Bond Proceeds $0
Royalties $34,048
0.0%
Rental Property Income $0
Net Fundraising -$94,377
Sales of Assets -$13,194,899
Net Inventory Sales $0
Other Revenue -$13,321,665
Notable Expenses Percent of Total Expenses
Executive Compensation $2,799,482
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $14,902,631
6.3%
Assets/Debt
Total Assets $3,105,176,215
Total Liabilities $412,072,691
Net Assets $2,693,103,524
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Reported a significant diversion of assets
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $602,984 $0 $120,040
Gary Stratten (Executive Vp Investments & Cio) $449,441 $0 $70,634
Richard Dupree (Executive Vp For Development) $340,457 $0 $49,303
Jeffrey D Stumpf (Exec Vp For Finance & Operations) $296,027 $0 $64,870
Dorothy Metaj (Vp Development,Indianapolis) $272,910 $0 $53,360
D Abe Weldy (Senior Director, Investments) $268,307 $0 $63,178
Joyce Rogers (External Relations For Dem) $266,432 $0 $64,413
James Bergstrom (Senior Director, Investments) $263,779 $0 $68,408
Paula Jenkins (Vp Development, Bloomington) $246,807 $0 $50,520
Mary Bonk (Vp, Advancement Data Tech Services) $225,646 $0 $47,256
Stacy Knapper (Exec Vp, Gen Counsel, Corp Board Sec) $219,373 $0 $60,776
Sarah Beggs (Chief Of Staff & Vp Stratg Initiv) $195,659 $0 $57,016
Steven A Martin (Assistant Corp Secretary) $0 $0 $0
Michael A Mc Robbie (Board Chair, Iuf Board Dir) $0 $0 $0
Kathryn E Booth (Iuf Board Director) $0 $0 $0
Clarence H Doninger (Iuf Board Director) $0 $0 $0
David G Elmore (Iuf Board Director) $0 $0 $0
Ann S Harrison (Iuf Board Director) $0 $0 $0
V Wiliam Hunt (Iuf Board Director) $0 $0 $0
David H Jacobs Jr (Iuf Board Director) $0 $0 $0
Dale Ellen Leff (Iuf Board Director) $0 $0 $0
Norman E Pfau Jr (Iuf Board Director) $0 $0 $0
Lynn E Reichle (Iuf Board Director) $0 $0 $0
Scott C Schurz (Iuf Board Director) $0 $0 $0
Richard C Searles (Iuf Board Director) $0 $0 $0
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990
Filed on May 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,542,663
Expenses
$239,782,427
Net Income
$69,760,236
Net Assets
$2,708,860,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,530,833
65.1%
Program Services $36,582,340
11.8%
Investment Income $97,092,247
31.4%
Bond Proceeds $0
Royalties $122,567
0.0%
Rental Property Income $0
Net Fundraising $70,790
0.0%
Sales of Assets -$13,936,389
Net Inventory Sales $0
Other Revenue -$11,919,725
Notable Expenses Percent of Total Expenses
Executive Compensation $2,500,588
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $13,541,655
5.6%
Assets/Debt
Total Assets $3,215,937,812
Total Liabilities $507,077,072
Net Assets $2,708,860,740
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $469,190 $0 $118,498
Gary Stratten (Executive Vp Investments & Cio) $338,484 $0 $60,517
Richard Dupree (Executive Vp For Development) $333,479 $0 $48,420
Jeffrey D Stumpf (Exec Vp For Finance & Operations) $280,424 $0 $54,488
Joyce Rogers (External Relations For Dema) $264,878 $0 $67,310
Dorothy Metaj (Vp Development,Indianapolis) $255,676 $0 $53,776
Paula Jenkins (Vp Development, Bloomington) $235,904 $0 $50,085
Stacy Knapper (Exec Vp, Gen Counsel, Corp Board Sec) $223,974 $0 $65,102
Jeff Lindauer (Vp, Adv. Serv, Mg Dir Cap Camp) $219,157 $0 $38,188
Mary Bonk (Vp, Advancement Data Tech Services) $217,166 $0 $47,194
D Abe Weldy (Senior Director, Investments) $208,167 $0 $56,047
Sarah Beggs (Chief Of Staff & Vp Stratg Initiv) $184,738 $0 $58,915
Michael A Mc Robbie (Board Chair, Iuf Board Dir) $0 $0 $0
Kathryn E Booth (Iuf Board Director) $0 $0 $0
Clarence H Doninger (Iuf Board Director) $0 $0 $0
David G Elmore (Iuf Board Director) $0 $0 $0
Ann S Harrison (Iuf Board Director) $0 $0 $0
V William Hunt (Iuf Board Director) $0 $0 $0
David H Jacobs Jr (Iuf Board Director) $0 $0 $0
Dale Ellen Leff (Iuf Board Director) $0 $0 $0
Norman E Pfau Jr (Iuf Board Director) $0 $0 $0
Lynn E Reichle (Iuf Board Director) $0 $0 $0
Scott C Schurz (Iuf Board Director) $0 $0 $0
Richard C Searles (Iuf Board Director) $0 $0 $0
Patrick A Shoulders (Iuf Board Director) $0 $0 $0
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990
Filed on June 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$460,633,062
Expenses
$287,297,017
Net Income
$173,336,045
Net Assets
$2,580,900,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $291,244,689
63.2%
Program Services $30,249,877
6.6%
Investment Income $27,147,594
5.9%
Bond Proceeds $0
Royalties $220,424
0.0%
Rental Property Income $3,498,121
0.8%
Net Fundraising $97,011
0.0%
Sales of Assets $109,846,301
23.8%
Net Inventory Sales $0
Other Revenue -$1,670,955
Notable Expenses Percent of Total Expenses
Executive Compensation $3,572,124
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $14,818,235
5.2%
Assets/Debt
Total Assets $3,058,468,864
Total Liabilities $477,568,849
Net Assets $2,580,900,015
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $697,322 $0 $124,761
Gary Stratten (Executive Vp & Cio) $372,365 $0 $82,009
Richard Dupree (Executive Vp For Development) $321,707 $0 $73,994
Jeffrey D Stumpf (Exec Vp For Finance & Operations) $275,197 $0 $68,252
Joyce Rogers (Vp Dev, External Relations, Dema) $254,141 $0 $70,699
Dorothy Metaj (Vp Indianapolis (Former Key Emp)) $251,807 $0 $58,272
Laurie Burns Mc Robbie (Senior Advisor, Iuf) $246,124 $0 $57,517
Paula Jenkins (Vp Bloomington (Former Key Emp)) $231,805 $0 $52,400
D Abe Weldy (Senior Director, Investments) $222,766 $0 $68,742
Jim Bergstrom (Sr. Director, Investments) $222,496 $0 $72,886
Mary Bonk (Vp, Advancement Technology) $214,013 $0 $50,263
Jeff Lindauer (Vp, Adv. Serv, Mg Dir Cap Camp) $213,957 $0 $38,490
Stacy Knapper (Exec Vp, Gen Counsel, Board Secy) $176,792 $0 $69,556
Sarah Beggs (Chief Of Staff,Vp Stratg. Initiatives) $175,895 $0 $68,905
Gina Reel (Assoc. Vp, Finance (Former Key Emp)) $164,292 $0 $42,515
Michael A Mc Robbie (Board Chair, Iuf Board Director) $0 $0 $0
Kathryn E Booth (Iuf Board Director) $0 $0 $0
Clarence H Doninger (Iuf Board Director) $0 $0 $0
David G Elmore (Iuf Board Director) $0 $0 $0
Ann S Harrison (Iuf Board Director) $0 $0 $0
Steven H Henke (Iuf Board Director) $0 $0 $0
V William Hunt (Iuf Board Director) $0 $0 $0
David H Jacobs Jr (Iuf Board Director) $0 $0 $0
Dale Ellen Leff (Iuf Board Director) $0 $0 $0
Randall C Morgan Jr (Iuf Board Director) $0 $0 $0
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990
Filed on May 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$304,368,228
Expenses
$223,988,014
Net Income
$80,380,214
Net Assets
$2,362,844,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,068,041
63.4%
Program Services $29,091,545
9.6%
Investment Income $20,922,375
6.9%
Bond Proceeds $0
Royalties $794,601
0.3%
Rental Property Income $2,931,437
1.0%
Net Fundraising $62,637
0.0%
Sales of Assets $53,674,771
17.6%
Net Inventory Sales $0
Other Revenue $3,822,821
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,988,821
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,489,461
6.0%
Assets/Debt
Total Assets $2,861,379,262
Total Liabilities $498,534,554
Net Assets $2,362,844,708
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $448,092 $0 $98,227
Gary Stratten (Executive Vp & Cio) $427,023 $0 $76,097
Richard Dupree (Executive Vp For Development) $317,581 $0 $73,647
Jeffrey D Stumpf (Exec Vp For Finance & Operations) $268,196 $0 $65,908
James Bergstrom (Director, Investments) $263,693 $0 $73,535
D Abe Weldy (Director, Alternative Investments) $260,856 $0 $67,572
Joyce Rogers (External Relations For Dema) $250,777 $0 $65,880
Dorothy Metaj (Vp Indianapolis) $245,415 $0 $53,643
Paula Jenkins (Vp Bloomington) $228,523 $0 $54,308
Jeff Lindauer (Vp, Adv. Services, Mgr Cap Campaign) $213,356 $0 $37,152
Mary Bonk (Vp, Advancement Technology) $210,891 $0 $47,519
Anne Wymore (Associate Vp, Mktg Adv) $195,504 $0 $56,302
Sheila Decker (Associate Vp, Administration) $184,585 $0 $61,091
Bryan Melvin (Associate Vp, Prin And Intnl Gifts) $179,669 $0 $42,053
Sarah Beggs (Chief Of Staff) $176,044 $0 $59,849
Laurie Burns Mc Robbie (Senior Advisor, Iuf) $166,645 $0 $44,350
Johnathan Purvis (Vp, Developemnt, Reg Campuses) $161,206 $0 $57,317
Eric De Haan (Associate Vp, International Dev) $157,355 $0 $56,698
Catherine Melvin (Controller) $156,916 $0 $48,586
Gina M Reel (Associate Vp, Finance) $154,127 $0 $38,181
Jeff Lambright (Associate Vp, Int Audit & Risk Mgmt) $151,687 $0 $55,607
Brian Yeley (Avp, Gift Planning Service) $143,559 $0 $54,194
John Wilhite (Assistant Vp, Real Estate) $142,953 $0 $47,272
Brandon O'leary (Exec Dir, Mgmt Advisory Services) $137,344 $0 $44,768
Kim Van Lue (Avp, Talent Mgmt And Hr) $128,288 $0 $40,493
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990
Filed on May 11, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,588,879
Expenses
$207,925,796
Net Income
$94,663,083
Net Assets
$2,125,247,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $192,667,048
63.7%
Program Services $26,197,314
8.7%
Investment Income $14,130,826
4.7%
Bond Proceeds $0
Royalties $1,409,473
0.5%
Rental Property Income $2,841,103
0.9%
Net Fundraising $424,176
0.1%
Sales of Assets $61,387,856
20.3%
Net Inventory Sales $0
Other Revenue $3,531,083
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,086,392
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $10,897,668
5.2%
Assets/Debt
Total Assets $2,601,155,584
Total Liabilities $475,908,049
Net Assets $2,125,247,535
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Stratten (Executive Vp & Cio) $477,077 $0 $87,379
Daniel C Smith (President & Ceo) $431,331 $0 $102,281
James Bergstrom (Director, Investments) $337,610 $0 $82,338
Richard Dupree (Executive Vp For Development) $308,696 $0 $84,372
D Abe Weldy (Director, Alternative Investments) $287,424 $0 $84,262
Jeffrey D Stumpf (Exec Vp For Fin & Oper & Asst Corp Sec) $264,493 $0 $76,938
Joyce Rogers (External Relations For Dema) $245,832 $0 $70,200
Dorothy Metaj (Vp Indianapolis) $244,570 $0 $64,825
Philippa Guthrie (Exec. Vp, Gen. Counsel & Corp Sec.) $227,976 $0 $81,745
Paula Jenkins (Vp Bloomington) $226,982 $0 $64,918
Mary Bonk (Vp, Advancement Technology) $220,470 $0 $59,620
Jeff Lindauer (Vp, Adv. Services, Mgr Capital Camp) $212,816 $0 $40,317
Sheila Decker (Associate Vp, Administration) $189,029 $0 $66,881
Anne Wymore (Associate Vp, Marketing Advancement) $184,319 $0 $57,020
Sarah Beggs (Chief Of Staff) $178,679 $0 $32,433
John Keith Thru 1015 (Associate Vp, Individual Giving) $162,140 $0 $26,369
Laurie Burns Mc Robbie (Senior Advisor, Iuf) $160,556 $0 $46,667
Catherine Melvin (Controller) $159,719 $0 $54,303
Eric De Haan (Associate Vp For International Development) $159,316 $0 $39,233
Gina M Reel (Associate Vp, Finance) $151,677 $0 $41,966
Bryan Melvin (Associate Vp, Principal Gifts & Intnl Adv) $151,532 $0 $38,630
John Wilhite (Assistant Vp, Real Estate) $143,991 $0 $51,606
Jeff Lambright (Associate Vp, Internal Audit & Risk Mgmt) $142,320 $0 $59,954
Brandon O'leary (Exec Dir, Mgmt Advisory Services) $140,219 $0 $48,653
Brian Yeley (Avp, Gift Planning Services) $122,889 $0 $57,187
See filing for compensation of 58 other people →
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Document Links

990
Filed on May 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,594,443
Expenses
$208,476,299
Net Income
$86,118,144
Net Assets
$2,185,976,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,762,439
45.7%
Program Services $24,444,824
8.3%
Investment Income $6,632,324
2.3%
Bond Proceeds $0
Royalties $1,953,739
0.7%
Rental Property Income $3,140,772
1.1%
Net Fundraising $121,689
0.0%
Sales of Assets $117,071,110
39.7%
Net Inventory Sales $0
Other Revenue $6,467,546
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,091,541
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $11,245,134
5.4%
Assets/Debt
Total Assets $2,625,026,845
Total Liabilities $439,050,545
Net Assets $2,185,976,300
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $423,967 $0 $58,212
Gary Stratten (Vp & Cio) $414,105 $0 $73,206
Richard Dupree (Exec. Vp For Development) $307,288 $0 $71,748
Jeffrey D Stumpf (Exec. Vp For Finance & Oper) $244,838 $0 $61,917
Joyce Rogers (Vp, Dev And External Relations Dema) $243,234 $0 $60,994
D Abe Weldy (Director, Alternative Inv.) $235,348 $0 $57,001
Dorothy Metaj (Vp For Development, Iupui) $234,707 $0 $49,070
James Bergstrom (Director, Investments) $232,685 $0 $65,496
Paula Jenkins (Vp For Development, Reg) $218,698 $0 $47,234
Jeff Lindauer (Vp, Advancement Services) $199,816 $0 $35,000
Mary Bonk (Vp, Advancement Technology) $199,361 $0 $52,500
Philippa Guthrie (Vp, General Counsel & Corp Sec.) $198,556 $0 $52,606
Sheila Decker (Associate Vp, Admin) $165,051 $0 $54,393
John Keith (Associate Vp, Indiv Giving) $164,670 $0 $29,283
Sarah Beggs (Chief Of Staff) $160,829 $0 $28,282
Laurie Burns Mc Robbie (Associate To The President) $158,830 $0 $42,325
Eric De Haan (Associate Vp For International Dev) $153,129 $0 $26,957
Gina M Reel (Associate Vp, Finance) $148,469 $0 $45,480
Catherine Melvin (Controller) $141,219 $0 $42,910
Judy Tichenor Kanelos (Exec. Director, Advancement) $139,706 $0 $44,266
Jeff Lambright (Avp & Cco) $139,071 $0 $50,251
John Wilhite (Avp, Pers Prop, Re & Ins) $136,804 $0 $43,583
Kathryn E Booth (Fiduciary Director) $0 $0 $0
William P Carmichael (Honorary Director) $0 $0 $0
Alecia A De Coudreaux (Honorary Director) $0 $0 $0
See filing for compensation of 90 other people →
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Document Links

990
Filed on May 7, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$222,731,805
Expenses
$193,899,777
Net Income
$28,832,028
Net Assets
$2,165,172,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,457,232
68.0%
Program Services $24,418,538
11.0%
Investment Income $8,756,523
3.9%
Bond Proceeds $0
Royalties $1,977,224
0.9%
Rental Property Income $2,683,710
1.2%
Net Fundraising -$42,130
Sales of Assets $28,166,125
12.6%
Net Inventory Sales $0
Other Revenue $5,314,583
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,842,961
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $10,767,333
5.6%
Assets/Debt
Total Assets $2,596,501,499
Total Liabilities $431,329,279
Net Assets $2,165,172,220
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Daniel C Smith (President & Ceo) $415,622 $0 $52,636
Gary Stratten (Vice President,Investments) $376,135 $0 $69,111
Jeffrey D Stumpf (Exec. Vp, Finance & Oper) $235,170 $0 $60,902
Dorothy Metaj Thru 06052014 (Vp For Development, Iupui) $232,787 $0 $42,969
Chris Ritrievi Thru 12312013 (Vp For Development, Bl) $228,423 $0 $49,377
Philippa Guthrie (Vp & General Counsel) $195,716 $0 $37,774
D Abe Weldy (Director, Alternative Investments) $192,192 $0 $49,908
James Bergstrom (Director, Investments) $188,602 $0 $53,949
Paula Jenkins Thru 06052014 (Vp For Development,Reg.) $186,204 $0 $33,860
Marti Heil (Former Officer) $174,169 $0 $24,995
Jeff Lindauer (Associate Vp, Development) $173,546 $0 $30,551
John Keith (Associate Vp, Indiv Giving) $158,924 $0 $28,598
Laurie Burns Mc Robbie (Associate To The President) $155,192 $0 $26,775
Sandra Bate (Associate Vp, Marketing) $153,615 $0 $30,050
Mary Bonk (Associate Vp, Tech Service) $151,866 $0 $35,108
Eileen Savage (Associate Vp, Prin Giving) $148,416 $0 $31,025
Gina M Reel Thru 06052014 (Associate Vp, Finance) $146,846 $0 $30,008
Sheila Decker (Associate Vp, Admin) $144,857 $0 $46,777
Sarah Beggs (Chief Of Staff) $143,309 $0 $25,166
Alice Luchini (Avp, Human Resources) $141,907 $0 $38,080
Karen Pieper Thru 06052014 (Corporate Secretary) $81,149 $0 $28,314
Richard Dupree (Exec Vp For Development) $75,577 $0 $19,170
Kathryn E Booth (Fiduciary Director) $0 $0 $0
William P Carmichael (Honorary Director) $0 $0 $0
Alecia A De Coudreaux (Honorary Director) $0 $0 $0
See filing for compensation of 91 other people →
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Document Links

990
Filed on April 30, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$262,539,539
Expenses
$155,370,191
Net Income
$107,169,348
Net Assets
$1,903,285,873
Notable Sources of Revenue Percent of Total Revenue
Contributions $128,889,858
49.1%
Program Services $22,659,535
8.6%
Investment Income $9,763,238
3.7%
Bond Proceeds $0
Royalties $1,610,537
0.6%
Rental Property Income $1,770,458
0.7%
Net Fundraising $20,741
0.0%
Sales of Assets $90,863,504
34.6%
Net Inventory Sales $0
Other Revenue $6,961,668
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,954,847
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $9,426,932
6.1%
Assets/Debt
Total Assets $2,277,565,500
Total Liabilities $374,279,627
Net Assets $1,903,285,873

Document Links

990
Filed on June 6, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$274,722,171
Expenses
$151,664,780
Net Income
$123,057,391
Net Assets
$1,730,080,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $123,927,952
45.1%
Program Services $22,093,963
8.0%
Investment Income $10,073,352
3.7%
Bond Proceeds $0
Royalties $2,159,710
0.8%
Rental Property Income $2,292,755
0.8%
Net Fundraising $53,622
0.0%
Sales of Assets $110,758,039
40.3%
Net Inventory Sales $0
Other Revenue $3,362,778
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,604,730
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $8,866,550
5.8%
Assets/Debt
Total Assets $2,105,534,426
Total Liabilities $375,453,761
Net Assets $1,730,080,665

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$751,200,689
Expenses
$145,475,897
Net Income
$605,724,792
Net Assets
$1,741,607,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,770,772
13.8%
Program Services $21,248,285
2.8%
Investment Income $8,736,588
1.2%
Bond Proceeds $0
Royalties $2,256,657
0.3%
Rental Property Income $1,747,418
0.2%
Net Fundraising -$26,672
Sales of Assets $607,274,301
80.8%
Net Inventory Sales $0
Other Revenue $6,193,340
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,496,355
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $9,502,821
6.5%
Assets/Debt
Total Assets $2,054,874,726
Total Liabilities $313,266,761
Net Assets $1,741,607,965

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated