TY 2010 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2010

Open to Public Inspection

A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
METHODIST RESEARCH INSTITUTE INC

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
950 N MERIDIAN STREET SUITE 800

Room/suite

City or town, state or country, and ZIP + 4
INDIANAPOLIS, IN46204

D Employer identification number

35-2023710

E Telephone number

G Gross receipts $ 4,551,556

F Name and address of principal officer:
CARY N MARIASH MD
950 N MERIDIAN ST STE 800
INDIANAPOLIS,IN46204

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.IUHEALTH.ORG

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1997

M State of legal domicile: IN

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: TO ENGAGE IN THE CONTINUOUS ACTIVE CONDUCT OF CLINICAL AND TRANSITIONAL BIOMEDICAL RESEARCH.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	3
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	0
6	Total number of volunteers (estimate if necessary) ....	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,769,225	3,614,006
9	Program service revenue (Part VIII, line 2g) .........	814,811	937,550
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	0
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	4,584,036	4,551,556
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4) ....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	3,737,700	258,101
16a	Professional fundraising fees (Part IX, column (A), line 11e)....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	846,336	4,293,455
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,584,036	4,551,556
19	Revenue less expenses. Subtract line 18 from line 12......		0
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	0	0
21	Total liabilities (Part X, line 26)............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20 .....	0	0

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ......... Yes No

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2010)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .

Briefly describe the organization’s mission: TO ENGAGE PRIMARILY IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL RESEARCH, INCLUDING BASIC AND CLINICAL INVESTIGATIONS, EXPERIMENTS AND STUDIES TO DISCOVER, DEVELOP OR VERIFY KNOWLEDGE RELATING TO THE CAUSES, DIAGNOSIS, TREATMENT, PREVENTION OR CONTROL OF PHYSICAL OR MENTAL DISEASES OR IMPAIRMENTS OF MAN, AND IN GENERAL TO ENGAGE IN, PROMOTE AND SUPPORT THE ADVANCEMENT OF MEDICAL AND SURGICAL SCIENCE THROUGH ALL PROPER AND LEGITIMATE AGENCIES AND MEANS.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? .......................... Yes No

If “Yes,” describe these changes on Schedule O.

Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 4,165,469 including grants of $ 0 ) (Revenue $ 937,550 )
	PLANNED PROGRAMS AND CORPORATE SUPPORT FUNCTIONS Methodist Research Institute's focus is clinical and transitional biomedical research. Current "cutting edge" research project areas include: - Cellular Biochemistry & Nutrition - Cryobiology - Education - Experimental Pathology of Cardiovascular Disease - Neuroscience - Non- & Minimally-Invasive Surgical Techniques - Oncology - Outcomes Research - Trauma Protocols Necessary to these research efforts are the Clinical Research Nurses who manage, monitor, and counsel patients in drug and device clinical research trials for Cardiovascular Disease, Diabetes, Infectious Disease, Renal disease, Oncology, Organ Transplantation, Radiology, Respiratory Disease, and Pain Management. Also integral to all research is the on-site Animal Laboratory, unique to the region, supporting clinical research and surgical practices by providing laboratory space, equipment, animals, certified technicians, and training. Methodist Research Insititute, Inc. ("MRI") works together with its parent company Indiana University Health, Inc. ("IU Health") and related hospital facility under IU Health, Indiana Health Methodist Hospital. Corporate support functions include secretarial staff, biostatistical support, data services, account and grant management functions, medical writing support, and executive management. Cellular Biochemistry & Nutrition The Cellular Biochemistry Research Laboratory continues to study dietary additives and their beneficial effects on human health. It has been determined that nutrient treatments affect adhesion, migration, and proliferation of breast cancer cells. Studies focused on investigating how Omega-3 polyunsaturated fatty acids modulate cellular activities, which then leads to their beneficial effects on the cardiovascular system and their preventive effects on cancer were done in 2010. Current Research - DHA + Curcumin breast cancer research: We were awarded a two year NIH-RO3 for studying the synergistic anticancer effects of DHA and Curcumin in Breast Cancer. The preliminary studies indicate DHA + Curcumin induce synergistic anticancer effects in a SKBR3 breast cancer (Estrogen receptor-negative, Her-positive) cell line. Our whole genome wide micro-array analysis suggests that synergistic effects of DHA and curcumin to regulate cellular events that involved in both initiation and progression of breast cancer growth. At present we are about to start animal studies to further validate our findings in cell culture studies. - Fatty acid regulation of endothelial activation: Investigating how fatty acids modulate endothelial cell activation in vitro. The data collected during almost 3 years of research was used for ten presentations. Three manuscripts are published (J Clinical Nutrition, J Lipid Research, Lipids) and currently two additional manuscripts are under preparation for publication. - Effect of nutritional compounds on muscle protein synthesis/degradation: The Cellular Biochemistry Laboratory has investigated the effects of nutritional compounds on protein synthesis/degradation in myocytes. - Effect of DHA on niacin-induced flushing: This project investigates the effects of omega-3 fatty acids on niacin-induced prostaglandin production. One publication is under preparation and we anticipate offering a presentation from this work to the American Heart Association in 2011. Cryobiology The Cryobiology Research Laboratory investigates aspects of cryobiology and hypothermia. Transplantation is made possible by applying techniques to slow the progression of injury when there is a lack of blood flow and oxygen to cells, tissues, or organs. Simple strategies such as cryopreservation are successfully applied to isolated cells but are destructive to tissues and organs that have complex structure-function relationships. In these cases, hypothermia is used to slow the metabolic demand for oxygen and reduce ischemic injury. However, hypothermia disturbs homeostatic processes and as a result is potentially damaging. For example, heart transplantation requires cooling the heart to near-0 C and re-implantation within a few short hours to minimize ischemic injury; nevertheless, damage to the vascular endothelium during heart preservation contributes significantly to the morbidity and mortality of heart recipients. Endothelial cells are particularly at risk during heart preservation because they are directly exposed to rapid cooling and cold temperatures during vascular flushing and cold storage and to rapid rewarming and re-oxygenation during reperfusion, conditions that generate oxidative injury. We have shown that human coronary artery endothelial cells (HCAECs) that have previously adapted to prolonged mild-moderate hypothermia in vitro are protected for long periods at 0 C, a temperature that is normally highly damaging. Defining the mechanisms of cold-adaptation will potentially provide the tools to make heart preservation safer and will potentially yield better clinical outcomes. Current Research: - How endothelial adaptation to mild moderate hypothermia leads to enhanced protection from 0 C injury. Research Fellowships Fellowship opportunities are an extremely important component of MRI's professional education and research mission. Through the Institute the fellows are provided with the opportunity to enhance their clinical and research skills while assisting existing research projects. MRI also promotes the exchange of ideas with other Indiana University Health, Inc. researchers as well as with researchers at other community education and clinical institutions. Fellows at the pre- and post-doctoral level are funded for one or two years to work on a specific research project. They also have patient-care responsibilities directly related to their research projects. All hospital-wide resources (e.g., library, laboratories) are available to them while at MRI. Medical Staff Training Since the inception of the Methodist Research Institute's medical research laboratory, educational programs in surgical technique, anatomy, transplantation, and neonate intubation technique have been carried out for the house-staff physicians, nursing staff and allied health personnel, as well as external organizations. The MRI lab's mission is to serve the Continuing Education Department and the Medical Education Residency Program and offers physicians the opportunity to become familiar with state-of-the-art equipment or to review surgical techniques in microsurgery. Currently, the laboratory is also involved in the ongoing training of surgeons in the use of the DaVinci surgical robot in various operations. Summer Student Research Program The Methodist Research Institute, Inc. also provides baccalaureate students summer research opportunities prior to completion of their undergraduate degrees. College and graduate students majoring in science or other health-related fields often lack access to adequate research laboratory experiences with a skilled preceptor. Summer research programs are scarce with limited opportunities. Begun in 1985, the Summer Student Research Program offers a model of partnership that could make an important contribution to the community and could be replicated on a larger scale throughout the state. The program matches college and graduate students with a research preceptor for a three-month project. The student receives a stipend, assists the scientist, and prepares the project for a presentation in August. Most of the students go on to pursue science degrees and biological or health care professions. Some even return to work at IU Health Methodist Hospital. Among Indiana's most talented young adults, these students enhance their research skills in a premier health care facility while providing research scientists invaluable research assistance. Recent research projects by baccalaureate student researchers include: - The phenotypic and functional consequence of trans fatty acids incorporation in human aortic endothelial cells - Peroxisome Proliferator-Activated Receptors regulation of stem cell genes in brain tumor - Melatonin Regulation of T helper cell subsets - Anticancer effects of 2, 6 diisopropylphenol docosahexaenoate on leukemia cells. Experimental Pathology of Cardiovascular Disease The primary objective of the Experimental Pathology Laboratory (EPL) is to better understand the role of inflammation and more specifically, the role of different components of the innate immune system upon the development and progression of atherosclerosis. The EPL began studying the roles of inflammation and coagulation on the development and progression of a form of atherosclerosis that progresses rapidly in abnormal pregnancies (i.e., preeclampsia and intrauterine growth restriction) and solid organ transplants. Studying this lesion, which develops in a few months to a few years in pregnancy and transplantation, allows for the more rapid identification of pathogenetic mechanisms participati

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services. (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 4,165,469

Form 990 (2010)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment

........

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I.......................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................

Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part V

If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:

Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.

11a

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.

11d

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.

11e

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States?....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................

Form 990 (2010)

Page 4

Part IV

Checklist of Required Schedules (continued)

20a

Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....

20a

Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....

20b

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....

Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................

25b

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............

Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................

28a

A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................

28b

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..

28c

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment

Yes

Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....

Yes

Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment

YesNo

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2010)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

Did the organization have unrelated business gross income of $1,000 or more during the year?.............................

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........

If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?.........

Did the organization make a distribution to a donor, donor advisor, or related person?......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.

13a

Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.

13b

Enter the aggregate amount of reserves on hand.

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2010)

Page 6

Part VI

Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year ..............

Enter the number of voting members included in line 1a, above, who are independent .................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Does the organization have members or stockholders? ................

Yes

Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................

Yes

Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....

Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)

Yes

10a

Does the organization have local chapters, branches, or affiliates? ............

10a

If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....

10b

11a

Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....

12a

Does the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Yes

Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................

12b

Yes

Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................

12c

Yes

Does the organization have a written whistleblower policy? ...............

Yes

Does the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Other officers or key employees of the organization ................

15b

If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.

Own website Another's website Upon request

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet

CARA BREIDSTER
950 N MERIDIAN ST SUITE 800
INDIANAPOLIS,IN46204
(317) 962-4597

Form 990 (2010)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) RAFAT ABONOUR MD DIRECTOR	1.0	X		0	0	0
(2) JAMES E LINGEMAN MD CHAIRMAN	1.0	X		0	768,469	46,352
(3) KEITH MARCH MD PHD DIRECTOR	1.0	X		0	0	0
(4) JOHN BLACK MD DIRECTOR	1.0	X		0	215,254	39,733
(5) ERIC WILLIAMS MD DIRECTOR	1.0	X		0	275,539	845
(6) ANDREW EVAN PHD DIRECTOR	1.0	X		0	0	0
(7) ART COFFEY MD DIRECTOR	1.0	X		0	631,891	45,651
(8) CARY N MARIASH MD CEO/DIRECTOR	55.0	X	X	230,853	0	27,247
(9) JOHN KOHNE MD DIRECTOR	1.0	X		0	439,478	114,226
(10) MARK MATTES JD SECRETARY/TREASURER	1.0		X	0	130,873	15,560

Form 990 (2010)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)						(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	230,853	2,461,504	289,614

Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....

Yes

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.

(A) Name and business address	(B) Description of services	(C) Compensation
NONE




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 0

Form 990 (2010)

Page 9

Part VIII

Statement of Revenue

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		3,614,006
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			3,614,006
			Business Code
2a	CLINICAL TRIAL REVENUE		900,099	937,550	937,550
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			937,550
3	Investment income (including dividends, interest
	and other similar amounts).....			0
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties............			0
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss)..........			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions....			4,551,556	937,550	0	0

Form 990 (2010)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21	0
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	258,101	235,381	22,720
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	0
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	33,289		33,289
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	0
g	Other ..........	3,590,096	3,273,162	316,934
12	Advertising and promotion ....	0
13	Office expenses .......	164,806	158,908	5,898
14	Information technology ......	52,748	46,037	6,711
15	Royalties ..	0
16	Occupancy ...........	15,576	15,576
17	Travel ............	6,819	6,819
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	2,920	2,920
20	Interest ...........	759	544	215
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	66,670	66,382	288
23	Insurance ..............	0
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	DRUGS & MEDICAL SUPPLIES	332,783	332,783
b	OTHER PROFESSIONAL FEES	7,665	7,665
c	ALL OTHER EXPENSES	19,324	19,292	32
d
e
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	4,551,556	4,165,469	386,087	0
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Form 990 (2010)

Page 11


			(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........		0	1	0
2	Savings and temporary cash investments .......			2
3	Pledges and grants receivable, net .........			3
4	Accounts receivable, net .........			4
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........			5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........			6
7	Notes and loans receivable, net .............			7
8	Inventories for sale or use ..............			8
9	Prepaid expenses and deferred charges ............			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation. .....	10b		10c
11	Investments—publicly traded securities ..........			11
12	Investments—other securities. See Part IV, line 11 ......			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets .........			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 34)...		0	16	0
17	Accounts payable and accrued expenses .		0	17	0
18	Grants payable ..........			18
19	Deferred revenue ..........			19
20	Tax-exempt bond liabilities ..........			20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			22
23	Secured mortgages and notes payable to unrelated third parties ..			23
24	Unsecured notes and loans payable to unrelated third parties ....			24
25	Other liabilities. Complete Part X of Schedule D.....			25
26	Total liabilities. Add lines 17 through 25.....		0	26	0
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			27
28	Temporarily restricted net assets .....			28
29	Permanently restricted net assets .....			29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....			30
31	Paid-in or capital surplus, or land, building or equipment fund .....			31
32	Retained earnings, endowment, accumulated income, or other funds			32
33	Total net assets or fund balances .....		0	33	0
34	Total liabilities and net assets/fund balances .....		0	34	0

Form 990 (2010)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .

Total revenue (must equal Part VIII, column (A), line 12) . . .

4,551,556

Total expenses (must equal Part IX, column (A), line 25) . . . . .

4,551,556

Revenue less expenses. Subtract line 2 from line 1 . . . .

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .

Other changes in net assets or fund balances (explain in Schedule O) . . . .

Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?..

Were the organization’s financial statements audited by an independent accountant?........

Yes

If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................

Yes

If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separated basis

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................

If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..

Form 990 (2010)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN		Yes	No	Yes	No	Yes	No	(vii) Amount of support?
(1) INDIANA UNIVERSITY HEALTH INC	351955872	03	Yes		Yes		Yes		0

Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3..
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public Support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11	Total support (Add lines 7 through 10).

Gross receipts from related activities, etc. (See instructions.) ..................

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation
Methodist Research Institute, Inc. supports Indiana University Health, Inc's primary exempt purpose by performing cutting edge clinical research to ensure Indiana University Health, Inc. can continue to improve the health of patients and communities through innovatoin and excellence in care, education, research and service.

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization METHODIST RESEARCH INSTITUTE INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization METHODIST RESEARCH INSTITUTE INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....

Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? ........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

Schedule J (Form 990) 2010

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

(A) Name		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported in prior Form 990 or Form 990-EZ
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(1) JAMES E LINGEMAN MD	(i) (ii)	0 749,197	0 0	0 19,272	0 21,296	0 25,056	0 814,821	0 0
(2) KEITH MARCH MD PHD	(i) (ii)	0 0	0 0	0 0	0 0	0 0	0 0	0 0
(3) JOHN BLACK MD	(i) (ii)	0 211,288	0 2,160	0 1,806	0 17,943	0 21,790	0 254,987	0 0
(4) ERIC WILLIAMS MD	(i) (ii)	0 275,359	0 0	0 180	0 733	0 112	0 276,384	0 0
(5) ART COFFEY MD	(i) (ii)	0 614,582	0 0	0 17,309	0 20,652	0 24,999	0 677,542	0 0
(6) CARY N MARIASH MD	(i) (ii)	225,831 0	2,250 0	2,772 0	18,908 0	8,339 0	258,100 0	0 0
(7) JOHN KOHNE MD	(i) (ii)	0 396,926	0 39,600	0 2,952	0 92,653	0 21,573	0 553,704	0 0

Schedule J (Form 990) 2010

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
SCHEDULE J, PART I	Line 3 - Establishment of CEO/Executive Director Compensation	Methodist Research Institute, Inc. relied on Indiana University Health, Inc. to determine the compensation of the CEO. Indiana University Health, Inc., a 501(c)(3) tax-exempt hospital, uses a compensation committee, independent compensation consultant, written employee contract, compensation survey or study, and approval by the board or compensation committee to establish compensation.
SCHEDULE J, PART I	LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	John Kohne, M.D. participates in an Indiana University Health, Inc. supplemental retirement plan, provisions of which are designed to retain critical employees. Included in Part II, column c, deferred compensation, is an amount that represents the current year increase in the accrued benefit and/or current year deposits. No amount was actually paid to the executive during the year. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced.
Schedule J, Part I	Line 7 - Non-fixed Payments	Amounts disclosed in Column B(ii) include a long-term and short-term incentive for certain executives and short-term incentive for other employees. Although these plans are based on a fixed formula that has been approved by the Indiana University Health, Inc. Board of Directors based upon certain qualitative and quantitative factors and goals, all discretionary incentive plans must be approved by the Indiana University Health, Inc. Committee on Personnel and Compensation and Board of Directors prior to any incentive payout.
Schedule J, Part II	COMPENSATION - ERIC WILLIAMS, M.D.	Compensation paid by related parties represents amounts which are reimbursed to Indiana University School of Medicine by Indiana University Health, Inc. to cover a portion of Dr. Williams' salary.

Schedule J (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Identifier	Return Reference	Explanation
PART V	LINE 2A - NUMBER OF EMPLOYEES ON FORM W-3	Methodist Research Institute, Inc. does not file a separate Form W-3, the employees listed on line 2a are paid by and reported on Indiana University Health, Inc.'s, a related 503(c) entity, Form W-3.
PART VI, SECTION A - GOVERNING BODY AND MANAGEMENT	LINE 1B - NUMBER OF VOTING MEMBERS THAT ARE INDEPENDENT	Methodist Research Institute, Inc. is part of a multi-entity hospital system controlled by Indiana University Health, Inc., a 501(c)(3) exempt organization whose board is comprised of voting members, of which substantially all are independent community members.
PART VI, SECTION A - GOVERNING BODY AND MANAGEMENT	LINE 2 - FAMILY OR BUSINESS RELATIONSHIPS	John C. Kohne, M.D. is a key employee of Indiana University Health, Inc. James E. Lingeman, M.D. is a director of Indiana University Health, Inc.
PART VI, SECTION A - GOVERNING BODY AND MANAGEMENT	LINE 6, 7A, AND 7B - MEMBERS OR STOCKHOLDERS	Line 6: The sole member of Methodist Research Institute, Inc. ("MRI") is Indiana University Health, Inc. ("IU Health"), a 501(c)(3) exempt hospital. Line 7a: IU Health, as the sole member, elects all members of the board of directors of MRI. Line 7b: Notwithstanding any other provisions of the Articles of Incorporation or any provisions of the by-laws, the following matters require approval of IU Health, as the sole member, prior to implementation: -any amendment of the Articles of Incorporation or by-laws; -adoption or revision of any operating or capital budget; -a merger or consolidation; -any sale, lease, conveyance, mortgage, pledge or other disposition of a substantial portion of the property, assets or interest of MRI, other than pursuant to a budget approved by IU Health; -any incurrence of debt by, or the creation of any lien upon the property or revenues of, MRI other than in the ordinary course of business or pursuant to a budget approved by IU Health notwithstanding any other provisions of the Articles of Incorporation or any provision of the by-laws, IU Health shall have the power to direct the board of directors of MRI to do any of the following: -transfer property of MRI in amounts sufficient to pay the principal and interest of any obligation of IU Health; and -take such actions as are required in order for MRI to comply with the covenants contained in any financing document to which IU Health is a party or under which IU Health is bound.
PART VI, SECTION A - GOVERNING BODY AND MANAGEMENT	LINE 11B - FORM 990 PROVIDED TO GOVERNING BODY	Methodist Research Institute, Inc. has established the following process for reviewing the Form 990: The Form 990 and related schedules are reviewed by the Secretary/Treasurer, after the Secretary/Treasurer approves the Form 990 and related schedules; the entire form is made available to each board member for review on a protected intranet site. Each member was informed of the availability of the tax department to answer any questions.
PART VI, SECTION B - POLICIES	Lines 12, 13, and 14	Indiana University Health Ball Memorial Physicians, Inc. f/k/a Health Care Connections, Inc. is part of the Indiana University Health, Inc. system. As the sole member and controlling parent of Indiana University Health Ball Memorial Physicians, Inc. f/k/a Health Care Connections, Inc., Indiana University Health, Inc. and its board of directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, Indiana University Health Ball Memorial Physicians, Inc. f/k/a Health Care Connections, Inc.'s board of directors was not required to separately adopt the conflict of interest, whistleblower, document retention and destruction and joint venture policies because Indiana University Health, Inc.'s board had already adopted and required these policies to be followed by subsidiaries.
PART VI, SECTION B - POLICIES	LINE 12C - CONFLICT OF INTEREST POLICY	Methodist Research Institute, Inc. has a Conflicts of Interest Policy, the purpose of which is, to protect Methodist Research Institute, Inc.'s interests when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director. Each employee that is manager level or above, as well as officers and directors are required to annually sign a statement which affirms that such person (1) has received a copy of the conflicts of interest policy; (2) has read and understands the policy; (3) has agreed to comply with the policy; and (4) understands and acknowledges that the Corporation is a tax-exempt organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interest is disclosed, the form requires that the discloser's supervisor sign the form to indicate his/her knowledge and approval of the interest. The form is then submitted to Corporate Compliance for review. If the disclosure is by the CEO/President, it is reviewed by the board chairman for approval. If the disclosure is by a member of the board of directors, the General Counsel/Chief Compliance Officer reviews the disclosures and determines whether to consent. Breach of the conflict of interest policy, including failure to complete and update the questionnaire and failure to disclose interest that should be disclosed, may subject an individual to disciplinary action, including dismissal.
PART VI, SECTION B - POLICIES	LINE 15 - PROCESS FOR DETERMINING COMPENSATION	Methodist Research Institute, Inc. does not have a process in place to determine the compensation for the CEO, Executive Director, or top management official or other officers or key employees of the organization because Methodist Research Institute, Inc. does not provide compensation to any of its officers. All compensation is paid by Indiana University Health, Inc., a related 501(c)(3) tax-exempt organization. Compensation for officers are decided under Indiana University Health, Inc.'s compensation process which includes a board compensation committee, a compensation survey, an independent compensation consultant, and board approval.
PART VI, SECTION C - DISCLOSURES	LINE 19 - PUBLIC DISCLOSURE	Methodist Research Institute, Inc.'s Articles of Incorporation are available to the public through the Indiana Secretary of State's web-site. Methodist Research Institute, Inc.'s conflict of interest policy is described in Schedule O of the 2009 Form 990. Methodist Research Institute, Inc. does not receive separate audited financial statements, but is included in the consolidated financial statements for Indiana University Health, Inc. which are available to the public through its bond filings.
PART VII, SECTION A - COMPENSATION	LINE 1A, COLUMN(B) - ESTIMATED AVERAGE HOURS PER WEEK	John R. Black is the Director of Residency Programs for Indiana University Health, Inc. and devotes 55 hours per week. John C. Kohne, M.D. is the Chief Operating Officer of Methodist Hospital for Indiana University Health, Inc. and devotes 55 hours per week. James Lingeman, M.D. is a physician for Indiana University Healthcare Associates, Inc. and devotes 55 hours per week. James Lingeman, M.D. also serves on the board of directors for Indiana University Health, Inc. and devotes 6 hours per week. Art Coffey, M.D. is a physician for Indiana University Health, Inc. and devotes 55 hours per week. Mark Mattes, J.D. is the director of academic affairs for Indiana University Health, Inc. and devotes 55 hours per week.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

METHODIST RESEARCH INSTITUTE INC

Employer identification number

35-2023710

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1955872	HEALTHCARE	IN	501(C)(3)	3	NA
(2) Indiana University Health Arnett Inc 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 26-3162145	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(3) CLARIAN TRANSPLANT INSTITUTE INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 13-4350599	HEALTHCARE	IN	501(C)(3)	9	IU HEALTH
(4) EMERGENCY MEDICAL GROUP INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1932442	HEALTHCARE	IN	501(C)(3)	3	METH MED GRP
(5) INDIANA RADIOLOGY PARTNERS INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 20-1017034	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(6) METHODIST HEALTH FOUNDATION INC 1800 NORTH CAPITOL AVENUE INDIANAPOLIS,IN46202 35-6043086	FUNDRAISING	IN	501(C)(3)	11 I	IU HEALTH
(7) METHODIST HEALTH GROUP INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-0876390	HEALTHCARE	IN	501(C)(3)	11 III-FI	NA
(8) METHODIST MEDICAL GROUP PHYSICIANS INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1814660	HEALTHCARE	IN	501(C)(3)	3	METH MED GRP
(9) METHODIST MEDICAL GROUP INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1945384	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(10) METHODIST OCCUPATIONAL HEALTH CTRS INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1844176	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(11) MH HEALTHCARE INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1766531	HEALTHCARE	IN	501(C)(3)	3	METH MED GRP
(12) IU Health Bedford Inc 2900 WEST 16TH STREET BEDFORD,IN47421 23-7042323	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(13) GOSHEN HEALTH SYSTEM INC 200 HIGH PARK AVENUE GOSHEN,IN46527 35-1974765	HEALTHCARE	IN	501(C)(3)	11 I	IU HEALTH
(14) GOSHEN HOSPITAL ASSOCIATION INC 200 HIGH PARK AVENUE GOSHEN,IN46527 35-6001540	HEALTHCARE	IN	501(C)(3)	3	GOSH HLH SYS
(15) IU Health LaPorte Hospital Inc 1007 LINCOLNWAY LAPORTE,IN46350 35-1125434	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(16) IU Health LaPorte Physicians Inc 1007 LINCOLNWAY LAPORTE,IN46350 31-1070868	HEALTHCARE	IN	501(C)(3)	3	LAP HLTH SYS
(17) IU Health Tipton Hospital Inc 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 26-2772226	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(18) IU Health Ball Memorial Hospital Inc 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-0867958	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(19) IU Health Blackford Hospital Inc 410 PILGRIM BOULEVARD HARTFORD CITY,IN47348 01-0646166	HEALTHCARE	IN	501(C)(3)	3	BALL MEM HSP
(20) IU Health Paoli Inc PO BOX 499 PAOLI,IN47454 35-2090919	HEALTHCARE	IN	501(C)(3)	3	BLOOM HOSP
(21) IU Health Bloomington Inc PO BOX 1149 BLOOMINGTON,IN47402 35-1720796	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(22) BALL MEMORIAL HOSPITAL AUXILIARY INC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-6025400	HEALTHCARE	IN	501(C)(3)	11 III-FI	BALL MEM HSP
(23) IU Health Ball Memorial Physicians Inc 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-1925641	HEALTHCARE	IN	501(C)(3)	9	BALL MEM HSP
(24) INDIANA UNIVERSITY HEALTHCARE ASSOCIATES 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 35-1747218	HEALTHCARE	IN	501(C)(3)	9	IU HEALTH
(25) MIDWEST HEALTH STRATEGIES INC 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 61-1415688	HEALTHCARE	IN	501(C)(3)	3	BALL MEM HSP
(26) IU Health Ball Memorial Hosp Foundation 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47304 31-1111784	FUNDRAISING	IN	501(C)(3)	11 I	BALL MEM HSP
(27) HEALTHLINC INC 200 HIGH PARK AVENUE GOSHEN,IN46527 26-3571507	HEALTHCARE	IN	501(C)(3)	3	GOSH HLH SYS
(28) IU HEALTH MORGAN HOSPITAL INC 2209 JOHN R WOODEN DRIVE MARTINSVILLE,IN46151 27-3533027	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH
(29) IU HEALTH WHITE MEMORIAL HOSPITAL INC 720 SOUTH SIXTH STREET MONTICELLO,IN47960 27-3532963	HEALTHCARE	IN	501(C)(3)	3	IU HEALTH

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2010

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) CLARIAN HEALTH NETWORK LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 35-2055030	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(2) CLARIAN HEALTH NORTH LLC 11700 NORTH MERIDIAN STREET CARMEL,IN46032 43-1980602	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(3) CHV FUND I LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 26-2523206	VENTURE CAPITAL	IN	NA	N/A	0	0		No	0		No	0 %
(4) CLARIAN HEALTH WEST LLC 1111 N RONALD REAGAN PARKWAY AVON,IN46123 43-1980611	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(5) HEALTH VENTURE MANAGEMENT LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 20-5740218	MANAGEMENT	IN	NA	N/A	0	0		No	0		No	0 %
(6) INDIANA ENDOSCOPY CENTERS LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 20-8398421	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(7) INDIANA LAKES MANAGED CARE ORG LLC PO BOX 139 GOSHEN,IN46526 35-1946663	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(8) SENATE STREET SURGERY CENTER LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 42-1709357	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(9) THE HEALTHCARE GROUP LLC 8802 N MERIDIAN STREET STE 100 INDIANAPOLIS,IN46260 35-2067373	MANAGED CARE	IN	NA	N/A	0	0		No	0		No	0 %
(10) BALL OUTPATIENT SURGERY CENTER LLC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 27-0275794	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(11) CARDINAL HEALTH INITIATIVES LLC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 30-0102702	PURCHASING	IN	NA	N/A	0	0		No	0		No	0 %
(12) MID-AMERICA SURGERY CENTER LLC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-2002953	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(13) BMH OUTPATIENT SURGERY SERVICES LLC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 20-4567998	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %
(14) CHV FUND MANAGEMENT LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 26-2523151	VENTURE CAPITAL	IN	NA	N/A	0	0		No	0		No	0 %
(15) ROC SURGERY LLC 950 NORTH MERIDIAN STREET SUITE 80 INDIANAPOLIS,IN46204 27-1497960	HEALTHCARE	IN	NA	N/A	0	0		No	0		No	0 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)
(1) IUH ASSURANCE LTD 720 WEST BAY ROAD PO BOX 69,GRAND CAYMAN CJ 98-0395429	INSURANCE	CJ	NA	C
(2) IU HEALTH PLANS INC 1776 MERIDIAN STREET SUITE 300 INDIANAPOLIS,IN46202 26-2127080	HMO	IN	NA	C
(3) CHV CAPITAL INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS,IN46204 26-0752507	VENTURE CAPITAL	IN	NA	C
(4) CLARIAN RISK PURCHASING GROUP INC 151 MEETING STREET SUITE 301 CHARLESTON,SC29401 26-0202446	INSURANCE	IN	NA	C
(5) CLARIAN HEALTH RISK RETENTION GRP INC 151 MEETING STREET SUITE 301 CHARLESTON,SC29401 20-1107674	INSURANCE	SC	NA	C
(6) M-PLAN INC 1776 N MERIDIAN STREET SUITE 300 INDIANAPOLIS,IN46202 35-1772506	HMO	IN	NA	C
(7) OCC-HEALTH REVENUE SYSTEMS INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS,IN46204 20-3308057	WORK COMP PPO	IN	NA	C
(8) PARKMOR DRUG INC 1501 SOUTH MAIN STREET GOSHEN,IN46526 13-1394980	PHARMACY SALES	IN	NA	C
(9) BMH MEDICAL PAVILION ASSOCIATION INC 2525 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-1858408	CONDO MANAGEMENT	IN	NA	C
(10) CARDINAL HEALTH VENTURES INC 2401 WEST UNIVERSITY AVENUE MUNCIE,IN47303 35-1611424	MANAGEMENT	IN	NA	C
(11) PILR INC 200 HIGH PARK AVENUE GOSHEN,IN46527 20-4294750	DEVELOPMENT	IN	NA	C
(12) IU Health Southern Indiana Phys Inc PO BOX 1149 BLOOMINGTON,IN47402 35-1913875	HEALTHCARE	IN	NA	C
(13) RADIATION ONCOLOGY RESOURCES INC 200 HIGH PARK AVENUE GOSHEN,IN46527 26-2008424	HEALTHCARE	IN	NA	C
(14) UNIVERSITY HEALTH MANAGEMENT INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS,IN46204 27-2891143	MANAGEMENT	IN	NA	C
(15) UNIVERSITY HEALTH MGMT (CHINA) INC 950 N MERIDIAN STREET SUITE 800 INDIANAPOLIS,IN46204 27-3891311	MANAGEMENT	IN	NA	C

Schedule R (Form 990) 2010

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)

Schedule R (Form 990) 2010

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Are all partners section 501(c)(3) organizations?		(e) Share of end-of-year assets	(f) Disproprtionate allocations?		(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2010

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version: