35-6018940 · Bloomington, IN
To maximize private philanthropic support for Indiana University
Total revenue
$426.1M
FY2023
Total expenses
$261.1M
FY2023
Net assets
$3.4B
FY2023
Operating margin
38.7%
NPLens analysis
FY18–FY2023 · from annual filings
Financial health
A+
Derived analysis — not an official IRS designation.
Computed from FY2023 · derived analysis
FY2023 · program vs. administration vs. fundraising (Form 990, Part IX)
FY2023 · where revenue comes from (as reported)
Highest-paid officers, directors & key employees · FY2023.
James Bergstrom
Co-CIO
$817,296
D Abe Weldy
Co-CIO
$812,273
J Thomas Forbes
President and CEO
$533,869
Scott Ryan
Director of Investments
$404,002
Joyce Q Rogers
EVP for Development
$392,011
Each figure on this page traces to one of these source returns.
Health scores, efficiency ratios, peer percentiles, and outlier flags are derived analysis by NPLens — not official IRS designations. Figures are as reported on the organization's Form 990 filings. How these are computed →