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To maximize private philanthropic support for Indiana University
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$426.1M
Program Spending
84%
of total expenses go to program services
Total Contributions
$147.1M
Total Expenses
▼$261.1M
Total Assets
$4.2B
Total Liabilities
▼$742.6M
Net Assets
$3.4B
Officer Compensation
→$5.7M
Other Salaries
$16.4M
Investment Income
$224.8M
Fundraising
▼$630.9K
Tax Year 2022 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $182.2M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
Indiana University35-6001673 | Bloomington, IN | $60.3M | Cash | Student Scholarship and Financial Aid |
Indiana University35-6001673 | Bloomington, IN | $53.8M | Cash | Faculty Support & Research |
Indiana University35-6001673 | Bloomington, IN | $47.9M | Cash | Academic and Student Program Support |
Indiana University35-6001673 | Bloomington, IN | $20.2M | Cash | Endowment and Capital Additions |
| Total | $182.2M | |||
Indiana University
Bloomington, IN
$60.3M
Indiana University
Bloomington, IN
$53.8M
Indiana University
Bloomington, IN
$47.9M
Indiana University
Bloomington, IN
$20.2M
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2022 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $426.1M | $147.1M | $261.1M | $4.2B | $3.4B |
| 2022IRS e-File | $426.1M | $147.1M | $261.1M | $4.2B | $3.4B |
| 2021 | $362.9M | $176.6M | $231.2M | $4B | $3.5B |
| 2020 | $228.5M | $211.3M | $238.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| J Thomas Forbes | President And CEO | 40 | $466.5K | $0 | $67.4K | $533.9K |
| Joyce Q Rogers | EVP For Development | 40 | $323.3K | $0 | $68.7K | $392K |
| Jeffrey D Stumpf | EVP For Finance & Operations | 40 | $321.8K | $0 | $62.6K | $384.4K |
| Philippa Guthrie | Evp, Gen Counsel & Corp Board Secretary | 40 | $216K | $0 | $57.1K | $273.1K |
| Steven A Martin | Assistant Corporate Secretary | — | $0 | $0 | $0 | $0 |
| Pamela S Whitten | Chairman Of The Board | — | $0 | $0 | $0 | $0 |
| Kathryn R Booth | Vice Chairman | — | $0 | $0 | $0 | $0 |
| Kim I Pressman | Treasurer | — | $0 | $0 | $0 | $0 |
J Thomas Forbes
President And CEO
$533.9K
Hrs/Wk
40
Compensation
$466.5K
Related Orgs
$0
Other
$67.4K
Joyce Q Rogers
EVP For Development
$392K
Hrs/Wk
40
Compensation
$323.3K
Related Orgs
$0
Other
$68.7K
Jeffrey D Stumpf
EVP For Finance & Operations
$384.4K
Hrs/Wk
40
Compensation
$321.8K
Related Orgs
$0
Other
$62.6K
Philippa Guthrie
Evp, Gen Counsel & Corp Board Secretary
$273.1K
Hrs/Wk
40
Compensation
$216K
Related Orgs
$0
Other
$57.1K
Steven A Martin
Assistant Corporate Secretary
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Pamela S Whitten
Chairman Of The Board
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Kathryn R Booth
Vice Chairman
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Kim I Pressman
Treasurer
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| James Bergstrom | Co-cio | 40 | $744.4K | $0 | $72.9K | $817.3K |
| D Abe Weldy | Co-cio | 40 | $743.9K | $0 | $68.4K | $812.3K |
| Scott Ryan | Director Of Investments | 40 | $325.5K | $0 | $78.5K |
James Bergstrom
Co-cio
$817.3K
Hrs/Wk
40
Compensation
$744.4K
Related Orgs
$0
Other
$72.9K
D Abe Weldy
Co-cio
$812.3K
Hrs/Wk
40
Compensation
$743.9K
Related Orgs
$0
Other
$68.4K
Scott Ryan
Director Of Investments
$404K
Hrs/Wk
40
Compensation
$325.5K
Related Orgs
$0
Other
$78.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aasif M Bade | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Alan B Graf | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Alisa L Hendrix | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Amy Balcius | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Cheng Wu | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Curtis A Ferguson | Iuf Board Director |
Aasif M Bade
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Alan B Graf
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Alisa L Hendrix
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
| $3.1B |
| $2.7B |
| 2019 | $309.5M | $201.5M | $239.8M | $3.2B | $2.7B |
| 2018 | $460.6M | $291.2M | $287.3M | $3.1B | $2.6B |
| 2017 | $304.4M | $193.1M | $224M | $2.9B | $2.4B |
| 2016 | $302.6M | $192.7M | $207.9M | $2.6B | $2.1B |
| 2015 | $294.6M | $134.8M | $208.5M | $2.6B | $2.2B |
| 2014 | $222.7M | $151.5M | $193.9M | $2.6B | $2.2B |
| 2013 | $262.5M | $128.9M | $155.4M | $2.3B | $1.9B |
| 2012 | $274.7M | $123.9M | $151.7M | $2.1B | $1.7B |
| 2011 | $751.2M | $103.8M | $145.5M | $2.1B | $1.7B |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $404K |
| Julie Beth Vipperman | Senior Vp, Human Resources & Culture | 40 | $266.2K | $0 | $55.2K | $321.4K |
| Dorothy Metaj | VP Development, Indianapolis | 40 | $276K | $0 | $39.5K | $315.5K |
| Paula Jenkins | VP Development, Bloomington | 40 | $250.6K | $0 | $46.2K | $296.8K |
| Jeffrey Lindauer | Avp Development | 40 | $260.2K | $0 | $34.4K | $294.6K |
| Mary Bonk | Vp, Adv Proj Mgt, Support & Tech Serv | 40 | $237.6K | $0 | $42.8K | $280.3K |
| Sarah Beggs | Chief Of Staff & Sr Vp, Strat Initiatives | 40 | $216.4K | $0 | $56.6K | $273K |
| Sheila Decker | Vp, Administration | 40 | $200.8K | $0 | $61.3K | $262.1K |
Julie Beth Vipperman
Senior Vp, Human Resources & Culture
$321.4K
Hrs/Wk
40
Compensation
$266.2K
Related Orgs
$0
Other
$55.2K
Dorothy Metaj
VP Development, Indianapolis
$315.5K
Hrs/Wk
40
Compensation
$276K
Related Orgs
$0
Other
$39.5K
Paula Jenkins
VP Development, Bloomington
$296.8K
Hrs/Wk
40
Compensation
$250.6K
Related Orgs
$0
Other
$46.2K
Jeffrey Lindauer
Avp Development
$294.6K
Hrs/Wk
40
Compensation
$260.2K
Related Orgs
$0
Other
$34.4K
Mary Bonk
Vp, Adv Proj Mgt, Support & Tech Serv
$280.3K
Hrs/Wk
40
Compensation
$237.6K
Related Orgs
$0
Other
$42.8K
Sarah Beggs
Chief Of Staff & Sr Vp, Strat Initiatives
$273K
Hrs/Wk
40
Compensation
$216.4K
Related Orgs
$0
Other
$56.6K
Sheila Decker
Vp, Administration
$262.1K
Hrs/Wk
40
Compensation
$200.8K
Related Orgs
$0
Other
$61.3K
| — |
| $0 |
| $0 |
| $0 |
| $0 |
| Cynthia S Skjodt | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Dale Ellen Leff | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| David C Evans | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| David H Jacobs Jr | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Dena Rae Hancock | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Derrick Burks | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Donna Spears | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Glenn Scolnik | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Gregg T Summerville | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Isaac P Torres | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| James Fielding | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| James R Hodge | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| James Robert Quigg Iii | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Jane M Jorgensen | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Jeff M Fettig | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| John Timothy Morris | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Joseph T Morrow | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Julie Christopher | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Julie Davis | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Kathleen Ligocki | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Kenneth W Kaczmarek | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Lacy M Johnson | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Linda S Watson | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Louis G Jordan | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Melissa Proffitt Schmidt | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Michael D Shumate | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Pamela Carter | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Patrica A Martin | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Randolph L Seger | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Richard C Searles | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Richard E Woosnam | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Rick L Johnson Jr | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Robert Johnson | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Robert L Zerbe | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Rodney M Miller Sr | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Rose C Mays | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Sallie Jo Tardy Mitzell | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Sandra E Laney | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Steven L Tuchman | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Theodore D Dickman | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| Victor E Renuart | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| W Michael Wells | Iuf Board Director | — | $0 | $0 | $0 | $0 |
| William Q Buckner | Iuf Board Director | — | $0 | $0 | $0 | $0 |
Amy Balcius
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Cheng Wu
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Curtis A Ferguson
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Cynthia S Skjodt
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Dale Ellen Leff
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
David C Evans
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
David H Jacobs Jr
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Dena Rae Hancock
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Derrick Burks
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Donna Spears
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Glenn Scolnik
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Gregg T Summerville
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Isaac P Torres
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
James Fielding
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
James R Hodge
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
James Robert Quigg Iii
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Jane M Jorgensen
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Jeff M Fettig
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
John Timothy Morris
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Joseph T Morrow
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Julie Christopher
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Julie Davis
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Kathleen Ligocki
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Kenneth W Kaczmarek
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Lacy M Johnson
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Linda S Watson
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Louis G Jordan
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Melissa Proffitt Schmidt
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Michael D Shumate
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Pamela Carter
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Patrica A Martin
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Randolph L Seger
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Richard C Searles
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Richard E Woosnam
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Rick L Johnson Jr
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Robert Johnson
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Robert L Zerbe
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Rodney M Miller Sr
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Rose C Mays
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Sallie Jo Tardy Mitzell
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Sandra E Laney
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Steven L Tuchman
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Theodore D Dickman
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Victor E Renuart
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
W Michael Wells
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
William Q Buckner
Iuf Board Director
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0