Indiana University Research & Technology Corporation

EIN: 351990726 501(c)(3) Education

Bloomington, IN

Total Revenue
$871,095
Total Expenses
$1,194,456
Total Assets
$16,815,995
Net Assets
$16,312,648
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
IN
Phone
3172781911
Tax Period
2024-07-01 to 2025-06-30

Indiana University Research & Technology Corporation, founded in 1996, is a small nonprofit in the Education sector that reported $871K in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 37% operating deficit.

Mission

The Indiana University Research and Technology Corporation (IURTC) serves Indiana university, the state of Indiana, and the nation through creation and application of the university developed technologies and services, and the expanded linkage of the private sector to the university.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $144,134
Program Service Revenue $990,050
Investment Income $-544,474
Other Revenue $281,385
TOTAL REVENUE $871,095

Expense Breakdown

Grants Paid $0
Salaries & Benefits $755,246
Fundraising Expenses $0
Program Expenses $973,522
Other Expenses $439,210
TOTAL EXPENSES $1,194,456

Year-over-Year Comparison

2024 2023 Change
Revenue $871,095 $-921,418 -1.9%
Expenses $1,194,456 $1,536,755 -0.2%
Net Income $-323,361 $-2,458,173 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
10
Employees
6
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$350,105
Total Directors
13
$1,111,733
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anthony Armstrong President And CEO 40.0
Officer Director
$0 $60,264 $350,105
Bill Stephan Chairman 1.0
Officer Director
$0 $0 $0
Charles Schalliol Member 1.0
Director
$0 $0 $0
Elizabeth Hagerman Member 1.0
Director
$0 $0 $0
Gregg Summerville Member 1.0
Director
$0 $0 $0
Joyce Rogers Member 1.0
Director
$0 $0 $0
Kathy Fields Member 1.0
Director
$0 $0 $0
Mark Kelley Member 1.0
Director
$0 $0 $0
Ravi Bhatt Member 1.0
Director
$0 $0 $0
Russel J Mumper Member 1.0
Director
$0 $75,546 $546,979
Theodore Widlanski Member 1.0
Director
$0 $35,064 $214,649
Tina Peterson Member 1.0
Director
$0 $0 $0
Ting Gootee Member 1.0
Director
$0 $0 $0
Jason Whitney CIO 40.0
Highest
$204,356 $53,631 $257,987
Jonathan Barada VP of Engagement 40.0
Highest
$204,067 $32,829 $236,896
Michael Burton CFO 40.0
Highest
$160,207 $39,729 $199,936
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $871,095 $1,194,456 $16,815,995 $-323,361
2024 No data No data No data No data
2023 $414,038 $1,722,761 $20,053,172 $-1,308,723
2022 $5,196,911 $1,586,736 $21,292,100 $3,610,175
2021 $539,028 $1,275,238 $17,699,684 $-736,210
2020 $1,160,102 $1,425,422 $18,377,381 $-265,320
2019 $1,425,789 $1,694,722 $18,644,673 $-268,933
2018 $1,048,265 $2,254,955 $18,984,301 $-1,206,690
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