2022-11-08T14:08:51-06:00 2021-12-31 273174787 POLAN & HOLLIS LLC 2273 RESEARCH BLVD 520 ROCKVILLE MD 20850 990 2021-01-01 522102558 NATIONAL INSTITUTE FOR HEALTH CARE MGMT RESEARCH & EDUCATIONAL FOUNDATION NATI 2022964426 1225 19TH STREET NW 710 WASHINGTON DC 20036 NANCY CHOCKLEY PRESIDENT & CEO 2022964426 2022-11-08 1 NANCY CHOCKLEY 999009999 JOHN D HOLLIS CPA P00892740 3012161120 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z NANCY CHOCKLEY 1225 19TH STREET NW 710 WASHINGTON DC 20036 2610783 0 X WWW.NIHCM.ORG X 1998 DC THE FOUNDATION'S PURPOSE IS TO CONDUCT RESEARCH, HOLD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 17 16 6 0 0 0 2570500 1993000 0 0 -339812 148387 0 0 2230688 2141387 901604 798840 0 0 1157248 1329353 0 0 0 801377 836105 2860229 2964298 -629541 -822911 9222179 9490536 956244 957970 8265935 8532566 TO CONDUCT RESEARCH, EDUCATIONAL FORUMS, DISCUSSION GROUPS & DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE & INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY & REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 0 0 1053945 CONDUCTED RESEARCH, HELD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTED EDUCATIONAL MATERIAL TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 331823 CONDUCTED AN AWARDS PROGRAM TO INSPIRE AND REWARD SIGNIFICANT CONTRIBUTIONS MADE IN THE HEALTH CARE MANAGEMENT FIELD THROUGH RESEARCH PAPERS, PRINT JOURNALISM, TELEVISION AND RADIO JOURNALISM, AND DIGITAL MEDIA. 1162511 798840 NIHCM GRANTS PROGRAM: AWARDED GRANTS FOR INVESTIGATOR-INITIATED RESEARCH WITH POTENTIAL TO INFORM IMPROVEMENTS TO THE U.S. HEALTH CARE SYSTEM BY ADVANCING THE EXISTING KNOWLEDGE BASE IN THE AREAS OF HEALTH CARE FINANCING, DELIVERY, MANAGEMENT AND/OR POLICY. AWARDED ADDITIONAL GRANTS TO JOURNALISTS TO PROVIDE FUNDING FOR HEALTH REPORTING, EDUCATIONAL OPPORTUNITIES FOR HEALTH CARE REPORTERS, AND PUBLIC ENGAGEMENT CAMPAIGNS FOR HEALTH-RELATED DOCUMENTARY FILMS. 2548279 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 6 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X CORPORATION 2022964426 1225 19TH STREET NW SUITE 710 WASHINGTON DC 20036 CORY HARRIS DIRECTOR 2.00 X 0 0 0 MICHAEL MIZEUR DIRECTOR 2.00 X 0 0 0 CURTIS BARNETT CHAIRMAN 2.00 X X 0 0 0 PATRICK GERAHGTY DIRECTOR 2.00 X 0 0 0 DAVID HOLMBERG DIRECTOR 2.00 X 0 0 0 GAIL BOUDREAUX DIRECTOR 2.00 X 0 0 0 JEFF ROE DIRECTOR 2.00 X 0 0 0 GARY ST HILAIRE DIRECTOR 2.00 X 0 0 0 MAURICE SMITH DIRECTOR 2.00 X 0 0 0 ANDREW DREYFUS DIRECTOR 2.00 X 0 0 0 JD HICKEY MD VICE CHAIRMAN 2.00 X X 0 0 0 GREGORY DEAVENS DIRECTOR 2.00 X 0 0 0 DANA ERICKSON DIRECTOR 2.00 X 0 0 0 W DAVID HELMS PHD DIRECTOR 2.00 X 0 0 0 DANIEL J LOEPP DIRECTOR 2.00 X 0 0 0 TUNDE SOTUNDE MD DIRECTOR 2.00 X 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 15.00 25.00 X 0 231649 24403 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 37.00 3.00 X 263324 0 49115 KATHRYN SANTORO PROGRAM DIRECTOR 34.00 6.00 X 0 164528 48432 SHEREE CRUTE DIRECTOR OF COMMUNICATIONS 33.00 7.00 X 112200 0 17997 375524 396177 139947 2 0 1 0 0 1993000 1993000 139902 139902 477881 469396 8485 8485 8485 2141387 0 0 148387 X 748840 748840 50000 50000 231649 186541 45108 806051 627537 178514 122088 97867 24221 99422 75588 23834 70143 54458 15685 47520 47520 338622 337433 1189 5385 5285 100 1953 1272 681 8731 8731 134682 105490 29192 81 81 17583 17583 57631 35952 21679 8170 2671 5499 AWARDS 130934 130934 SUBSCRIPTIONS 28100 28100 COMPUTER EXPENSES 20470 16336 4134 EQUIPMENT RENTAL 8570 6818 1752 27673 19493 8180 2964298 2548279 416019 0 1250805 746943 7991 12021 7907609 8667540 55774 64032 9222179 9490536 92914 13829 533807 399239 329523 544902 956244 957970 X 8094435 8532566 171500 0 8265935 8532566 9222179 9490536 -822911 1089542 0 X X 0 1 X 1 0 X 1608995 2044550 1994000 2570500 2144500 10362545 1608995 2044550 1994000 2570500 2144500 10362545 6897148 3465397 146329 205574 273208 -339812 146999 432298 10794843 0.32100 0.32270 X THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDING FROM BLUE CROSS BLUE SHEILD HEALTH PLANS ACROSS THE COUNTRY. THESE PLANS SUPPORT THE ORGANIZATION AND ITS PROGRAMS THAT CONTINUALLY EDUCATE THE GENERAL PUBLIC ON CURRENT HEALTH RELATED ISSUES ACCROSS VARIOUS PLATFORMS. PROGRAMS ARE CONDUCTED TO INSPIRE AND REWARD RESEARCHERS & THE MEDIA TO ADVANCE & EXPAND THE EXISTING KNOWLEDGE BASE IN HEALTH CARE FINANCING, DELIVERY, MANAGEMENT & POLICIES THAT ARE BENEFICIAL TO THE GENERAL PUBLIC AND ITS ACCESS TO HEALTH CARE INFORMATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 544902 544902 X 3230929 1089542 1089542 2141387 0 2141387 2964298 0 2964298 0 2964298 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT ON UNRELATED ACTIVITIES, UNDER THE PROVISIONS OF SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, AS THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION IS SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS PRECEDING THE CURRENT YEAR END. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUBSTAINED ON EXAMINATION. 1 ALLIANCE FOR HEALTH POLICY PO BOX 56518 WASHINGTON DC 20040 521746328 501(C)(3) 50000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVE NW WASHINGTON DC 20005 530196568 501(C)(3) 10000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT BCBS OF MASSACHUSETTS FOUNDATION 101 HUNTINGTON AVE SUITE 1300 BOSTON MA 021997611 043148824 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. BOSTON GLOBE LIFE SCIENCES MEDIA LLC 1 EXCHANGE PLACE SUITE 201 BOSTON MA 021092132 463488150 N/A 25000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT BOSTON UNIVERSITY 881 COMMONWEALTH AVE BOSTON MA 02215 042103547 N/A 38637 0 EXEMPT PURPOSE RELATED RESEARCH GRANT STANFORD JUNIOR UNIVERSITY THE BOARD OF TRUSTEE 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 10000 0 EXEMPT PURPOSE RELATED RESEARCH GRANT AMERICAN UNIVERSITY CENTER FOR ENVIRONMENTAL FILMMAKING 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 530196549 N/A 10000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. CONNECTICUT HEALTH I-TEAM 346 ALDEN AVENUE NEW HAVEN CT 06515 461068891 501(C)(3) 8000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT DARTMOUTH COLLEGE 7 LEBANON STREET SUITE 302 HANOVER NH 03765 020222111 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. DUKE UNIVERSITY MEDICAL CENTER PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 21268 0 EXEMPT PURPOSE RELATED RESEARCH GRANT EASTERN MICHIGAN UNIVERSITY 201 HOVER YPSILANTI MI 48197 386005986 N/A 31025 0 EXEMPT PURPOSE RELATED RESEARCH GRANT FORTUNE MEDIA PO BOX 21992 NEW YORK NY 10000 320585729 N/A 10000 0 EXEMPT PURPOSE JOURNALISM GRANT GENERAL HOSPITAL CORPORATION 55 FRUIT ST BOSTON MA 02114 042697983 501(C)(3) 34076 0 EXEMPT PURPOSE RELATED RESEARCH GRANT GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 541603842 501(C)(3) 35697 0 EXEMPT PURPOSE RELATED RESEARCH GRANT HARVARD SHORENSTEIN CENTER PO BOX 415649 BOSTON MA 02241 042103580 501(C)(3) 40000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT INDIAN COUNTRY MEDIA LLC 1059 WEALTHY ST 202 GRAND REPIDS MI 49506 843012566 N/A 25000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT INSTITUTE FOR NON-PROFIT NEWS 714 W OLYMPIC BLVD SUITE 929 LOS ANGELES CA 90015 272614911 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT MARY IMOGEN BASSETT HOSPITAL ONE ATWELL RD COOPERSTOWN NY 13326 135596796 N/A 33569 0 EXEMPT PURPOSE RELATED RESEARCH GRANT MILWALKEE SENTINEL JOURNAL 300 E KILBOURNE AVE SUITE 500 MILWAUKEE WI 53202 391178025 N/A 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVE NW WASHINGTON DC 20418 530196932 N/A 18500 0 EXEMPT PURPOSE RELATED RESEARCH GRANT POP HEALTH LLC 3056 HICKERY GROVE CT FAIRFAX VA 22031 862020397 N/A 29490 0 EXEMPT PURPOSE RELATED RESEARCH GRANT RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 904072138 951958142 501(C)(3) 29394 0 EXEMPT PURPOSE RELATED RESEARCH GRANT SCIENCE FRIDAY INITIATIVE INC 30 BROAD ST SUITE 801 NEW YORK NY 10004 134252173 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT THE CENTER FOR MICHIGAN INC 4100 N DIXBORO RD ANN ARBOR MI 48108 320167398 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT THE CONVERSATION US INC 303 WYMAN ST SUITE 300 WALTHAM MA 02451 460906774 501(C)(3) 30000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW 901 WASHINGTON DC 20005 521256181 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT TINY TOWER MEDIA LLC - HEALTH TRIAGE 1300 E 86TH ST SUITE 14 145 INDIANAPOLIS IN 46240 472322192 N/A 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 834075323 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT UNIVERSITY OF CALIFORNIA BERKELEY THE REGENTS OF 2195 HEARST AVE 120 BERKELEY CA 947201104 946002123 501(C)(3) 32497 0 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 N/A 29492 0 EXEMPT PURPOSE RELATED RESEARCH GRANT UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 951642394 501(C)(3) 50000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVISION INTERACTIVE MEDIA INC 500 FRANK W BURR BLVD TEANECK NJ 07666 134078167 N/A 10000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT WETA - PBS NEWSHOUR 3939 CAMPBELL AVENUE ARLINGTON VA 22206 530242992 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. EXEMPT PURPOSE RELATED JOURNALISM GRANTS 5 50000 PART I, LINE 2: APPLICATIONS ARE RECEIVED FOR RESEARCH GRANTS AND JOURNALISM GRANTS, WHICH ARE REVIEWED AND SELECTED BY A PANEL OF QUALIFIED JUDGES. FUNDING IS PROVIDED THROUGH A SIGNED MOU AND GRANT ACTIVITIES ARE MONITORED BY FOUNDATION STAFF THROUGH DELIVERABLES AND GRANT RESULTS REPORTED. X X X X 0 0 0 0 0 0 0 0 0 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 202033 0 0 0 61291 0 35845 0 13270 0 312439 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 0 231649 0 0 0 0 0 14123 0 10280 0 256052 0 0 KATHRYN SANTORO PROGRAM DIRECTOR 0 164528 0 0 0 0 0 23670 0 24762 0 212960 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - DRAFT OF 990 PROVIDED TO PRESIDENT & CEO FOR REVIEW PRIOR TO SIGNATURE AND FILING. AUDITED FINANCIAL STATEMENTS, FROM WHICH 990 IS PREPARED, ARE REVIEWED WITH AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORED ON AN ONGOING BASIS DURING REGULARLY SCHEDULED BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15 BOARD COMPENSATION COMMITTEE REVIEWS AND SETS CEO COMPENSATION. CEO RESEARCHES AND SETS ALL OTHER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G PROGRAM ADVISORY CONSULTANTS: PROGRAM SERVICE EXPENSES 273,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 273,250. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 64,183. MANAGEMENT AND GENERAL EXPENSES 1,189. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,372. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. NAT'L INSTITUTE FHEALTH CARE MGMT 1225 19TH ST NW SUITE 710 WASHINGTON DC 20036 521841060 RESEARCH & MEMBER SUPPORT DC 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NIHCM LLC C 175000 ACCRUAL NIHCM LLC O 606990 ACCRUAL NIHCM LLC N 233918 ACCRUAL NIHCM LLC P 840908 ACCRUAL