2021-11-15T11:02:32-06:00 2020-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2020-01-01 363521721 Joint Commission Resources Inc JOIN 6302687400 1515 West 22nd Street 600W Oak Brook IL 60523 Paige Rodgers CFO 2021-11-15 true Paige Rodgers 999009999 RACHEL SPURLOCK P00520729 3128997000 2020 2022-09-23 18:48:47Z X Joint Commission International Jean Courtney 1515 West 22nd Street 600W Oak Brook IL 60523 49322805 false X www.jcrinc.com X 1986 IL The mission is to continuously improve the safety & quality of health care in the U.S. and in the international community through the provision of education, publications, consultative technical assistance and evaluation services. 13 10 130 10 0 0 0 0 59903869 39399535 1300700 2711090 4155287 2849518 65359856 44960143 0 0 0 34145665 30370783 0 0 0 28555747 20788374 62701412 51159157 2658444 -6199014 59331746 52957490 25017949 21182262 34313797 31775228 X Joint Commission Resources, Inc.'s mission is to continuously improve the safety and quality of health care in the United States and in the international community through the provision of education, publications, consultation, and evaluation services. JCR's vision is that all people always experience the safest, highest quality, best value health care across all settings. false false 12558856 0 18011905 JCR, the official publisher for the Joint Commission, publishes accreditation standards manuals, books, and periodicals on standards compliance, patient safety, performance improvement, infection control, medication management, and other issues related to healthcare quality. JCR also offers electronic accreditation and certification manuals and other electronic products to help healthcare organizations assess and manage their compliance with Joint Commission standards and support organizations' efforts to improve the quality and safety of healthcare delivery. (See Schedule O, Part III, Line 1, for further description) 12056264 0 5370940 JCR supports its mission through its consultative technical assistance services to healthcare organizations on topics such as quality of care, patient safety, performance improvement, infection prevention and control, medication safety, environment of care, health-related systems evaluation, accreditation preparation assistance, and, for international governments, national accreditation system and quality improvement strategy development. Internationally, Joint Commission International (JCI) provides these services to healthcare organizations, Ministries of Health, and other third party stakeholders. (See Schedule O, Part III, Line 1, for further description) 9561600 0 11036441 Joint Commission International (JCI), a division of JCR, provides international standards and accreditation and certification programs for international healthcare organizations. JCI standards and evaluation methods are designed to provide quantifiable benchmarks for patient care quality and improvement, to stimulate and support sustained performance improvement, and to provide a framework for risk reduction for international healthcare organizations. JCI offers accreditation programs for hospitals, academic medical centers, clinical laboratories, ambulatory care, long term care, home care, primary care, and medical transport organizations. JCI also provides disease-specific and clinical care program certification in programs such as primary stroke, heart failure, chronic kidney disease, HIV/AIDs, oncology care, palliative care, and diabetes care. (See Schedule O, Part III, Line 1, for further description) 7611989 0 7829767 JCR offers a service called Continuous Service Readiness that provides ongoing guidance from a dedicated healthcare quality and safety expert to help organizations meet the standards to achieve and maintain Joint Commission accreditation and/or disease-specific care certification. In addition, JCR aids organizations that are preparing for CMS or state agency (on behalf of CMS) surveys. JCR (and internationally through JCI) offers seminars, conferences, webinars, and other education programs that address standards compliance, performance improvement, and patient safety, among other topics, for different healthcare settings. JCI also offers diploma- and certificate-style education programs, which are intensive, 3--12 month education programs, for infection control and quality management and patient safety staff within healthcare organizations. JCR offers most of its educational offerings with continuing education credits from ANCC, ACCME, and ACHE. (See Schedule O, Part III, Line 1, for further description) 7611989 7829767 41788709 true false false false false false false false false true true false false true true false true false true true false false false false false false false false true false false false false false false false false false false false false false true true true false false true X 78 0 true 130 true false true SN CH false false false false false false false false false false X 13 10 false false false false true true true true true false false true true true true true true true true true false CA IL X Paige Rodgers 6307925685 1515 West 22nd Street 600W Oak Brook IL 60523 Jacob Thomas MD Vice Chair 1.0 0 X X 0 0 0 Paula Wilson PRESIDENT & CEO 39.0 1.0 X X 708522 0 177591 Scott C Malaney FACHE Director 1.0 1.0 X X 0 0 0 Tamra Minnier RN MSN FACHE Chair 1.0 0 X X 0 0 0 Carlos A Pellegrini MD FACS Director 1.0 3.0 X 0 0 0 Charles O Bracken BS MBA Director 1.0 0 X 0 0 0 David Perrott DDS MD MBA FACS Director 1.0 4.0 X 0 50000 0 Desmond Thio PhD MD Director 1.0 0 X 0 0 0 Jane D Englebright PhD RN CENP FAAN Director 1.0 4.0 X 0 0 0 Kenneth Bloem Director 1.0 0 X 0 0 0 Mark R Chassin MD FACP MPP MPH Director 2.0 38.0 X 0 1527514 74602 Mary Kay Plantes PhD Director 1.0 0 X 0 0 0 Paul Morrow White Director 1.0 0 X 0 0 0 Jean Courtney CPA Chief Operating Officer 40.0 0 X 383996 0 -71850 Joel Roos VP Intl Accred, Quality Improvement & Patient Safety 39.0 1.0 X 27405 94681 24584 Lisa Diehl Vandecaveye JD HRM FACHE Secretary & General Counsel 16.0 24.0 X 0 379423 170597 Marwa Zohdy PHD VP GLOBAL CONSULTATIVE SERVICES 40.0 0 X 266894 0 242979 Paige Rodgers CPA Treasurer & Chief Financial Officer 4.0 36.0 X 0 764675 148460 Ying Qu VP EPRODUCTS & PER 40.0 0 X 257821 0 152949 Catherine Hinckley Exec Dir, Publications 40.0 0 X 192638 0 45012 Kristine Slepicka ED-US & CSR Consulting Srvcs 40.0 0 X 184059 0 36952 Andrea Q Slattery Director Consultant Development 40.0 0 X 163972 0 16473 Bhavna Mishra Exec Director Electronic Products 40.0 0 X 164962 0 36914 Bonnie L Quinn Executive Director Global Strategy 40.0 0 X 164137 0 61628 Dana E McGrath Regional Client Relations Manager 40.0 0 X 170435 0 35425 Paul Eskew ED INTL CONSULTING 40.0 0 X 214878 0 43904 2899718 2816293 1196220 46 false true false JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS ONE RENAISSANCE BLVD OAKBROOK TERRACE IL 60181 SHARED SERVICES FEE 7029684 COGNIZANT TECHNOLOGY SOLUTIONS 24721 NETWORK PLACE CHICAGO IL 60673 SOFTWARE DEVELOPMENT 1290336 JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS ONE RENAISSANCE BLVD OAKBROOK TERRACE IL 60181 ROYALTIES 1216746 TEK SYSTEMS 1501 E Woodfield Rd Suite 110W Schaumburg IL 60173 WEBSITE SERVICES 896855 PBD INC PO BOX 117212 ATLANTA GA 303687212 PUBLICATIONS FULFILLMENT 602559 18 0 PUBLICATION AND MULTIMEDIA SALES 511199 15162387 15162387 SURVEY FEES 541990 11036441 11036441 CONSULTATIVE TECHNICAL ASSISTANCE 541990 5370940 5370940 EDUCATIONAL PROGRAMS 541990 2399200 2399200 CONTINUOUS SERVICE READINESS 541990 4410637 4410637 1019930 1019930 0 0 39399535 426230 426230 0 0 6084498 3799639 2284859 0 2284860 2284860 3412541 563023 2849518 2849518 0 0 0 0 0 44960143 42249053 0 2711090 X 2629552 1743439 886113 22750116 21549638 1200478 739469 655571 83898 2562817 2349678 213139 1688829 1565357 123472 16921 16921 105874 39380 66494 42757 42757 13987733 8649990 5337743 0 547148 546900 248 804581 606930 197651 1166925 433221 733704 1216746 1216746 988635 899061 89574 716578 702111 14467 205076 200724 4352 795649 566243 229406 63720 63720 Recruitment/Relocation 125809 0 125809 REPAIRS FURNITURE & EQUIPMENT 4222 4222 0 0 0 0 51159157 41788709 9370448 0 19246869 13330603 7969232 5087986 0 0 0 0 407106 259813 1808190 1733343 8485975 5719662 2910877 2766313 23569839 25899465 3419633 3879967 0 0 0 59331746 52957490 7545080 6262692 9476207 8989762 0 0 7996662 5929808 25017949 21182262 X 34313797 31775228 34313797 31775228 59331746 52957490 X -6199014 247646 3412799 X false true X true false X 0 0 0 0 0 0 62050530 67435590 67366857 64711356 42812076 304376409 0 0 0 62050530 67435590 67366857 64711356 42812076 304376409 0 0 0 0 0 0 1114642 1333352 1652338 978374 1939795 7018501 1114642 1333352 1652338 978374 1939795 7018501 297357908 367912 458485 477789 580120 426230 2310536 0 0 0 0 0 0 367912 458485 477789 580120 426230 2310536 0 0 0 0 0 0 0 62418442 67894075 67844646 65291476 43238306 306686945 0.9696 0.9686 0.01 0.0072 X 1653049 258635 1394414 212323 147291 65032 6620603 5313736 1306867 2766313 Mutual funds and Comingled funds - Domestic Equity Funds Mutual Funds and Comingled Funds - International Equity Funds Mutual Funds and Comingled Funds - Fixed Income Bonds Common and Collective Funds - Measured at NAV 3849255 F Common and Collective Funds-Hedge Fund 30712 F 3879967 Accrued pension cost 1975322 Due to Parent Company - The Joint Commission EIN 36-2229255 3954486 5929808 X 49219640 247646 4054608 4302254 44917386 42757 0 42757 44960143 51758209 641809 641809 51116400 42757 0 42757 51159157 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has determined that The Joint Commission and its affiliates are exempt from federal income taxation under Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code (IRC). The Joint Commission and its affiliates are subject to income taxes on income determined to be unrelated business taxable income (UBTI), which is taxed at the corporate income tax rate. The Joint Commission continues to evaluate its tax positions pursuant to the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Subtopic 740-10, Income Taxes Overall. As of December 31, 2020 and 2019, The Joint Commission believes it has taken no significant uncertain tax positions. JCRs Singapore branch is subject to Singapore taxes on its operations. As of December 31, 2020 and 2019, a tax of $0 and a tax refund $9,752 have been recorded in other accrued expenses in the accompanying consolidated statements of financial position, respectively. JCR actively analyzes its income tax exposure in foreign jurisdictions and evaluates the potential effect that status changes will have on its financial and business operations. As of December 31, 2020 and 2019, JCR does not believe that such future changes would have a material impact on the consolidated financial statements. The Joint Commission and each of its affiliates have been classified as an organization that is not a private foundation under IRC Section 509(a) and may receive deductible contributions under Section 170(c). Both The Joint Commission and JCR are organizations that normally receive more than 33 1/3% of their support from contributions, membership fees, and gross receipts from activities related to its exempt functions and no more than 33 1/3% of its support from gross investment income and unrelated business taxable income under IRC Section 509(a)(2). JCAHO Surveyor and QHR Consultant Corporation is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purpose of The Joint Commission and JCR under IRC Section 509(a)(3), while The Center is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purpose of The Joint Commission under IRC Section 509(a)(3). Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Cost of Goods Sold Inventory (Part VIII, line 10b) - 563023 CHANGE IN UNRECOGNIZED NET DEFINED BENEFIT PLAN COSTS - 131369 Return of net assets from parent Co - The Joint Commission EIN: 36-2229255 - 3360216 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold Inventory (Part VIII, line 10b) - 563023 CHANGE IN NET PERIODIC PENSION COSTS OTHER - 78786 Europe (Including Iceland and Greenland) 0 49 Program Services,Conference Travel Region: EUROPE (INCLUDING ICELAND AND GREENLAND) Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. As well as the entity sent agents to attend conferences internationally. 1006035 Middle East and North Africa 1 84 Program Services,Conference Travel Region: MIDDLE EAST AND NORTH AFRICA Entity sent agents to provide &/or manage the program services of consultative technical assistance and international standards and accreditation on standards compliance, patient safety and performance improvement offered to international healthcare organizations. As well as the entity sent agents to attend conferences internationally. 2838493 East Asia and the Pacific 2 58 Program Services Region: EAST ASIA AND THE PACIFIC Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 2775348 North America (Canada & Mexico only) 0 1 Program Services Region: NORTH AMERICA (CANADA & MEXICO ONLY) Entity sent agents to provide &/or manage the program services of international standards and accreditation and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 22563 South America 0 16 Program Services Region: SOUTH AMERICA Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 526536 South Asia 0 12 Program Services Region: SOUTH ASIA Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 335648 Central America and the Caribbean 0 2 Program Services Region: CENTRAL AMERICA AND THE CARIBBEAN Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 55034 Sub-Saharan Africa 0 0 Program Services Region: SUB-SAHARAN AFRICA Entity sent agents to provide &/or manage the program services of consultative technical assistance on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 160242 Russia and Neighboring States 0 1 Program Services Region: RUSSIA AND NEIGHBORING STATES Entity sent agents to provide &/or manage the program services of consultative technical assistance, international standards and accreditation, and educational programs on standards compliance, patient safety and performance improvement offered to international healthcare organizations. 129747 3 223 0 0 3 223 7849646 0 7849646 false false true false false true X X true true X X X X true true false true false false false false false Paula Wilson PRESIDENT & CEO 557115 0 0 0 151407 0 175026 0 2565 0 886113 0 136207 0 Mark R Chassin MD FACP MPP MPH Director 0 1307407 0 0 0 220107 0 31456 0 43146 0 1602116 0 0 Jean Courtney CPA Chief Operating Officer 260368 0 0 0 123628 0 -92777 0 20927 0 312146 0 120999 0 Ying Qu VP EPRODUCTS & PER 256258 0 0 0 1562 0 125787 0 27162 0 410770 0 0 0 Paige Rodgers CPA Treasurer & Chief Financial Officer 0 505888 0 0 0 258787 0 128965 0 19495 0 913135 0 256580 Lisa Diehl Vandecaveye JD HRM FACHE Secretary & General Counsel 0 373406 0 0 0 6016 0 127390 0 43207 0 550019 0 0 Marwa Zohdy PHD VP GLOBAL CONSULTATIVE SERVICES 265562 0 0 0 1332 0 242078 0 901 0 509873 0 0 0 Catherine Hinckley Exec Dir, Publications 190913 0 0 0 1726 0 19745 0 25267 0 237650 0 0 0 Kristine Slepicka ED-US & CSR Consulting Srvcs 182884 0 0 0 1175 0 9006 0 27946 0 221011 0 0 0 Paul Eskew ED INTL CONSULTING 154677 0 0 0 60200 0 7041 0 36864 0 258782 0 0 0 Dana E McGrath Regional Client Relations Manager 106794 0 37049 0 26592 0 9847 0 25578 0 205860 0 0 0 Bhavna Mishra Exec Director Electronic Products 163828 0 0 0 1134 0 11243 0 25671 0 201876 0 0 0 Bonnie L Quinn Executive Director Global Strategy 162168 0 0 0 1969 0 20387 0 41240 0 225765 0 0 0 Andrea Q Slattery Director Consultant Development 162918 0 0 0 1054 0 8277 0 8196 0 180445 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel JOINT COMMISSION RESOURCE'S TRAVEL POLICY PERMITS REIMBURSEMENT FOR THE PURCHASE OF UPGRADE COUPONS FOR FIRST-CLASS AIR TRAVEL. FIRST CLASS AIR TRAVEL BENEFITS ARE NOT TREATED AS TAXABLE COMPENSATION TO THE INTERESTED PERSON. Schedule J, Part I, Line 1a Personal services TWO OFFICERS UTILIZED AN ALLOWANCE FOR TAX PREPARATION SERVICES. NOT ALL OFFICERS ELIGIBLE FOR THESE SERVICES UTILIZE THEM. THESE SERVICES ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, Part II Column (B)(iii), other reportable compensation. Schedule J, Part I, Line 4a Severance or change-of-control payment Joint Commission Resources made payments pursuant to an agreement in connection with staff separations. These payments were treated as taxable compensation and reported on Schedule J, Part II Column (B)(III), Other Reportable Compensation. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan All officers are allowed to participate in a nonqualified supplemental defined benefit retirement plan. The increases in the value of the plan during the year are reflected in Column C deferred Compensation on Schedule J. Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization BUSINESS DEVELOPMENT INCENTIVE PLAN JCR'S HUMAN RESOURCES AND COMPENSATION COMMITTEE APPROVED THE 2019 AND 2020 BUSINESS DEVELOPMENT INCENTIVE COMPENSATION PLAN, WHICH REWARDS REVENUE GENERATION FOR BOTH DOMESTIC AND INTERNATIONAL BUSINESS DEVELOPMENT. ACTUAL AWARDS MADE TO PLAN PARTICIPANTS WERE BASED ON 1% of the Target Incentive Amount for each 1% of Annual Sales Revenue Quota Performance Attainment. For amounts greater than the Annual Sales Revenue Quota Performance Target, the incentive was 1.5%. THERE IS A PLAN FOR GENERAL CONSULTANTS. THIS PLAN HAS 3-TIERS OF SALES RANGES OF $3,000 -24,999 in 2020 and $5,000-24,999 in 2019 FOR TIER 1, $25,000-$99,999 TIER 2, AND OVER $100,000 TIER 3, WITH A FLAT INCENTIVE PAYOUT RANGING FROM $100 , $500 AND $1,000, RESPECTIVELY. Each plan caps the maximum award opportunity to participants based on job function. PARTICIPANTS IN THIS PLAN DO NOT PARTICIPATE IN ANY OTHER INCENTIVE PLANS. FOR THE BUSINESS DEVELOPMENT INCENTIVE PLAN THERE WERE AWARDS ACCRUED FOR BASED ON 2019 FINANCIAL RESULTS FOR THE YEAR ENDED DECEMBER 31, 2019 THAT WERE PAID IN 2020. FOR THE BUSINESS DEVELOPMENT INCENTIVE PLAN THERE WERE AWARDS ACCRUED FOR BASED ON 2020 FINANCIAL RESULTS FOR THE YEAR ENDED DECEMBER 31, 2020 THAT WILL BE PAID IN 2021. Form 990, Part III, Line 1 Organization's Mission (Continuation from Form 990 Part III, Line 1) Joint Commission Resources (JCR), a wholly controlled, not-for-profit affiliate of The Joint Commission, is a global, knowledge-based organization that disseminates information regarding accreditation, standards development and compliance, good practices, and patient safety and performance improvement. Joint Commission International (JCI), a division of JCR, has extensive experience working with public and private healthcare organizations, ministries of health, and local governments in more than 100 countries. JCI provides accreditation based on international standards, as well as third-party review and evaluation services. Examples of Projects in Support of JCR's Mission JCR's mission aims to help all healthcare providers no matter where they are on their journey in providing safe patient care. This resulted in the creation of JCI Navigator, designed to help organizations that we have not been able to serve with Accreditation. JCI Navigator is an online solution available to hospitals that are at the early stages of establishing quality and patient safety improvement initiatives.. In 2020, the Infection Prevention and Control Navigator module was shared with global organizations at no cost to assist in their efforts in building resilient infection prevention and control systems in the wake of the COVID-19 global pandemic. JCI-CRHG Academy of Hospital Management JCI has entered into a joint venture with China Resources Healthcare Group (CRHG), a healthcare organization in the People's Republic of China, to introduce JCI's knowledge system of quality and patient safety through training, education, and publications to educate local professionals in quality management, thus improving the quality and safety in Chinese healthcare organizations. The JCI-CRHG Academy of Hospital Management began offering education programs in China in 2016. Following this venture, in addition to the education offerings, the JCI-CRHG Academy of Hospital Management translated several JCR publications into simplified Chinese for release into the Chinese market. Free Resources JCR offers more than 125 free resources on quality and patient safety to customers and the public. These free resources, which are available on JCR's Web site, include articles published in JCR periodicals, books, whitepapers, toolkits, and checklists, on topics ranging from medication management to infection prevention and control to emergency management. In addition, JCR also partnered with Deloitte to develop and publish a free white paper entitled "COVID-19 Lessons Learned: A Resource for Recovery." The white paper catalogues a broad array of lessons learned and best practices identified during the period of March through August 2020. It lays out specific actions that healthcare organizations have taken to address a variety of issues, and provides access to guidance and tools that health care leaders can use to implement their own plans in pandemic management and recovery. JCR Primary Program Services JCR's primary program services are described below. Joint Commission International Accreditation JCI provides international standards and accreditation programs for international healthcare organizations. JCI standards and evaluation methods are designed to provide quantifiable benchmarks for patient care quality and improvement, to stimulate and support sustained performance improvement, and to provide a framework for risk reduction for international healthcare organizations. JCI offers accreditation programs for hospitals, academic medical centers, clinical laboratories, ambulatory care, long term care, home care, primary care, and medical transport organizations. JCI also provides disease-specific and clinical care program certification in programs such as primary stroke, heart failure, chronic kidney disease, HIV/AIDs, oncology care, palliative care, and diabetes care. JCI has accredited nearly 1000 healthcare organizations in more than 70 countries. JCI's accreditation program/organization, standards, and surveyor training program are accredited worldwide by the International Society for Quality in Health Care External Evaluation Association (IEEA), a non-profit, independent organization that accredits healthcare accrediting bodies. Accreditation under IEEA provides the assurance that the standards, training, and processes used by JCI to survey healthcare organizations meet the highest international benchmarks for accrediting bodies. Consultative Technical Assistance JCR supports its mission by providing consultative technical assistance services to healthcare organizations, ministries of health, and other third-party stakeholders on topics such as quality of care, patient safety, performance improvement, infection prevention and control, medication safety, environment of care, health-related systems evaluation, and accreditation preparation assistance. JCR also helps international governments develop their own national accreditation systems and broader quality and safety improvement strategies. JCR also offers consultative technical assistance to hospitals in the U.S. and globally (through JCI) that are renovating or building new healthcare structures. This service, Safe Health Design, integrates Joint Commission or JCI standards requirements, evidence-based design principles, and globally recognized patient safety and quality practices. JCR assists organizations in their efforts to maintain safe, high quality care by providing professionals to temporarily oversee certain quality and safety activities. The service can provide focused quality improvement in patient care and safety areas that need attention (e.g., readmissions and falls) and sharing of best practices from professionals with deep industry knowledge. Publications and Multimedia Applications JCR, the official publisher for the Joint Commission, publishes accreditation manuals, books, and periodicals on standards compliance, patient safety, performance improvement, infection control, medication management, and other issues related to healthcare quality. These resources are offered in print and electronically, including through web-based applications. JCR also manages The Joint Commission's peer-reviewed journal on quality and patient safety. JCR also offers electronic accreditation and certification manuals and other electronic products to help healthcare organizations assess and manage their compliance with Joint Commission standards and support organizations' efforts to improve the quality and safety of healthcare delivery. In addition, JCR offers a Web-based tool that allows healthcare organizations to trace a simulated patient's care throughout an organization to identify focus areas related to standards compliance, patient safety, and performance improvement. JCR also offers an online multimedia portal that features information about CMS' Conditions of Participation requirements and survey methodology for accredited and non-accredited hospitals. Other JCR Program Services JCR offers a service called Continuous Service Readiness that provides ongoing guidance with a dedicated healthcare quality and safety expert to help organizations meet the standards to achieve and maintain Joint Commission accreditation and/or disease-specific care certification. In addition, JCR aids organizations that are preparing for CMS or state agency (on behalf of CMS) surveys. JCR (and internationally through JCI) offers seminars, conferences, webinars, and other education programs that address standards compliance, performance improvement, and patient safety, among other topics, for different healthcare settings. JCI also offers diploma- and certificate-style education programs, which are intensive, 3-12 month education programs, for infection control and quality management and patient safety staff within healthcare organizations. JCR offers most of its educational offerings with continuing education credits from ANCC, ACCME, and ACHE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 7,611,989 including grants of $ 0)(Revenue $ 7,829,767) JCR offers a service called Continuous Service Readiness that provides ongoing guidance from a dedicated healthcare quality and safety expert to help organizations meet the standards to achieve and maintain Joint Commission accreditation and/or disease-specific care certification. In addition, JCR aids organizations that are preparing for CMS or state agency (on behalf of CMS) surveys. JCR (and internationally through JCI) offers seminars, conferences, webinars, and other education programs that address standards compliance, performance improvement, and patient safety, among other topics, for different healthcare settings. JCI also offers diploma- and certificate-style education programs, which are intensive, 3--12 month education programs, for infection control and quality management and patient safety staff within healthcare organizations. JCR offers most of its educational offerings with continuing education credits from ANCC, ACCME, and ACHE. (See Schedule O, Part III, Line 1, for further description) Form 990, Part VI, Line 16b Written Policy for Evaluation of Participation in JV Arrangements Although there is no formal written policy, such arrangements are evaluated by the Enterprise Legal Department, appropriate accounting department personnel, and external tax advisers for compliance with applicable federal tax law, including taking appropriate steps to safeguard the corporation's tax exempt status. Furthermore, JCR Articles of Incorporation provide that The Joint Commission, as the sole member of JCR, reserves the power to approve all creations of subsidiaries or controlled affiliates, all permanent or long-term affiliations and all joint ventures of JCR involving capital investment in excess of $250,000. In addition, JCR's Code of Conduct highlights legal and ethical obligations to act in compliance with applicable laws and to engage in activities in furtherance of JCR's charitable purpose. Form 990, Part VI, Line 8b Committee Authority to Act on behalf of the Governing Body All board committees document their meetings and actions taken. However, no board committees have authority to act on behalf of governing board except by board resolution. Form 990, Part VI, Line 1a Delegate broad authority to a committee As the sole member of the filing organization, The Joint Commission, a related tax-exempt organization, has broad authority to act on behalf of the governing body. Please see the narratives for Part VI, Lines 6, 7a and 7b for a description of such authority. Form 990, Part VI, Line 6 Classes of members or stockholders The Organization has one sole member, The Joint Commission. The Joint Commission has the power to: 1) Appoint all Directors to the Board and remove them, with or without cause. 2) Appoint the Chairman, Vice-Chairman and the President/ Chief Executive Officer (President/CEO) of the Corporation and removing them, with or without cause. 3) Approve changes to the Bylaws, mission and/or vision statements, and all strategic or long-term plans of the Organization. 4) Approve all creations of subsidiaries or controlled affiliates, mergers, consolidations, permanent or long-term affiliations and all joint ventures of the Organization involving capital investments in excess of $250,000. 5) Approve the sale or encumbrance of all or substantially all the assets of the Organization and all long-term debt in excess of $250,000. 6) Approve the Organization's annual operating and capital budgets and material amendments thereto. 7) Approve the dissolution of and all liquidations from the Organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See narrative for line 6 Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders See narrative for line 6 Form 990, Part VI, Line 11b Review of form 990 by governing body The organization's management, including the Joint Commission CFO, Controller, Corporate Compliance & Privacy Officer, and General Counsel performed a detailed review of the Form 990 with the paid tax preparer. Once this level of review was performed, a thorough walk through was done with the JCR Finance Committee prior to filing. A copy of the Form 990 was provided to the entire Board of Directors prior to filing. A final filed public disclosure copy of the return will be placed on the Organization's website for the public once accepted by the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The policy states that any decision that could result in an actual or perceived conflict of interest must be avoided. All staff and board members review the policy on an annual basis and complete a Conflict of Interest questionnaire each year which, is designed to identify interests that could give rise to possible conflicts. Although many such potential conflicts are and will be deemed inconsequential, every individual of the Organization has an ongoing responsibility to disclose situations that involve personal, family, or business relationships that could be perceived as a conflict of interest. The interests identified are reviewed by the corporate compliance officer, general counsel, and governance committee and appropriately managed. All disclosures are pursued until 100% completed. Prior to any board or committee meeting, a member is required to disclose a conflict of interest or possible conflict of interest on any matter during a meeting and then not vote or use personal influence on the matter. The minutes of the meeting reflects that a disclosure was made and the member abstained from voting. At the beginning of each board or committee meeting a request is made to disclose any potential conflict of interest. The Compliance Officer monitors and reviews the conflict of interest policy as well as the responses to the questionnaires on an annual basis. The Organization also has available an independent hotline number for staff to report anonymously any potential conflicts during the year. Form 990, Part VI, Line 15a Process to establish compensation of top management official The CEO's compensation arrangement is subject to an independent board committee review and approval referred to as the Human Resources and Executive Compensation Committee. Joint Commission Resources engaged an independent compensation consultant to assist in determining compensation of its CEO. In setting the CEO's compensation, the organization's Human Resources and Executive Compensation Committee relies on recent compensation studies that provide compensation data for comparable position in other organizations to support its decision-making process. The Human Resources and Executive Compensation Committee adequately documents its compensation determinations and deliberations regarding compensation in its committee minutes on a timely basis. Each voting Committee member has been determined to be independent in accordance with intermediate Sanctions regulations and signs the Board's Conflict of Interest policy annually to ensure that he or she is independent. The Board engages in an active review of the compensation recommended by the Committee. In addition, the Board conducts an annual evaluation of the CEO. The process for determining Paula Wilson, CEO, compensation is undertaken annually. Form 990, Part VI, Line 15b Process to establish compensation of other employees OTHER OFFICERS: THE OTHER OFFICERS' COMPENSATION ARRANGEMENT IS SUBJECT TO AN INDEPENDENT BOARD COMMITTEE REVIEW AND APPROVAL REFERRED TO AS THE HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEE. JOINT COMMISSION RESOURCES ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN DETERMINING COMPENSATION OF ITS OTHER OFFICERS. IN SETTING THE OTHER OFFICERS' COMPENSATION, THE ORGANIZATIONS' HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEES RELY ON RECENT COMPENSATION STUDIES THAT PROVIDE COMPENSATION DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS TO SUPPORT ITS DECISION-MAKING PROCESS. THE HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEES ADEQUATELY DOCUMENTED ITS COMPENSATION DETERMINATIONS AND DELIBERATIONS REGARDING COMPENSATION IN ITS COMMITTEE MINUTES ON A TIMELY BASIS. EACH VOTING COMMITTEE MEMBER HAS BEEN DETERMINED TO BE INDEPENDENT IN ACCORDANCE WITH INTERMEDIATE SANCTIONS REGULATIONS AND SIGNS THE BOARD'S CONFLICT OF INTEREST POLICY ANNUALLY TO ENSURE THAT HE OR SHE IS INDEPENDENT. THE BOARD ENGAGES IN AN ACTIVE REVIEW OF THE COMPENSATION RECOMMENDED BY THE COMMITTEE. IN ADDITION, AN ANNUAL PERFORMANCE EVALUATION OF THE OFFICERS IS CONDUCTED. The process for determining the organizations' other officers' compensation is undertaken annually FOR: Marwa Zohdy - vp, Jean Courtney - vp, Ying Qu - vp, and Joel Roos - vp. KEY EMPLOYEES: JOINT COMMISSION RESOURCES ENGAGES ITS HUMAN RESOURCES DEPARTMENT TO ASSIST IN DETERMINING COMPENSATION OF ITS KEY EMPLOYEES. IN SETTING THE KEY EMPLOYEES' COMPENSATION, THE HUMAN RESOURCES DEPARTMENT RELIES ON INDEPENDENT SURVEY AND COMPENSATION DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS AND/OR ON THE INTERNAL JOB EVALUATION SYSTEM TO SUPPORT ITS DECISIONMAKING PROCESS. THE KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE COMPENSATION POLICY AND GUIDELINES, WHICH ARE ESTABLISHED ANNUALLY BY THE HUMAN RESOURCES DEPARTMENT. INCENTIVE COMPENSATION FOR KEY EMPLOYEES IS REVIEWED BY THE ORGANIZATION'S HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEE. THE PROCESS FOR DETERMINING THE ORGANIZATION'S KEY EMPLOYEES' COMPENSATION IS UNDERTAKEN ANNUALLY FOR ALL KEY EMPLOYEES. Form 990, Part VI, Line 19 Required documents available to the public The organization makes its governing documents and the form 990 available to the public upon request and in accordance with applicable laws. The conflict of interest policy and the Joint Commission Consolidated financial statements are made available to the public on the Joint Commission website. The organization also makes available on its website a public disclosure copy of form 990-t and form 990. Form 990, Part VIII, Line 2f Other Program Service Revenue Contract Evaluation Services - Total Revenue: 340088, Related or Exempt Function Revenue: 340088, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other - Total Revenue: 679842, Related or Exempt Function Revenue: 679842, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees OTHER FEES - Total Expense: 6958049, Program Service Expense: 6739643, Management and General Expenses: 218406, Fundraising Expenses: ; SHARED SERVICES FEE - Total Expense: 7029684, Program Service Expense: 1910347, Management and General Expenses: 5119337, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Return of net assets from parent company - The Joint Commission EIN 36-2229255 - 3360216; Change in unrecognized net defined benefit plan costs not yet recognized in periodic benefit cost - 131369; Change in net periodic pension costs other - -78786; COVID-19 IMPACT In March 2020, the World Health Organization declared the outbreak of a coronavirus to be a pandemic. In that same month, the United States of America declared a national public health emergency concerning the COVID-19 outbreak. Consequently, The Joint Commission enterprise suspended all on-site customer engagements. Shortly thereafter, virtual engagement models were created for accreditation, certification, education, consultative technical assistance, and high reliability training activities; these models of service delivery began to roll out in May, increasing in volume over the course of the year. In June, on-site engagements were restarted and continued through year-end on a limited basis. In addition, The Joint Commission enterprise aggressively reduced costs to mitigate the impact of lost on-site revenues. Despite these measures, the pandemic resulted in a significant operating deficit in 2020. Although vaccines for COVID-19 are currently available to the general public in the U.S. and around the world, it will take time for the vaccines to materially affect the spread of the virus and the outbreak could have a continued adverse impact on the organization. Management forecasts suggest it may take several years before the enterprise returns to historical revenue levels. To date, the organization has been able to sustain its operations through operating cash and has kept its reserves intact. Management continues to monitor the situation very carefully and is prepared to take any actions needed to keep the organization financially sound. JOINT COMMISSION ON ACCREDITATION OF HC ONE RENAISSANCE BLVD OAKBROOK TERRACE IL 60181 362229255 HEALTHCARE IL 501(c)(3) 10 JOINT COMMISSION false JCAHO SURVEYOR AND QHR CONSULTANT ONE RENAISSANCE BLVD OAKBROOK TERRACE IL 60181 363673595 ADMIN JC AND AFFILIATES PAYOLL IL 501(c)(3) Type I JOINT COMMISSION false JOINT COMMISSION CENTER FOR TRANSFORMING HLTCR ONE RENAISSANCE BLVD OAKBROOK TERRACE IL 60181 263020947 HEALTHCARE IL 501(c)(3) Type I JOINT COMMISSION false JCI ACCREDITATION (BEIJING) CO LTD Rm 1538 FL 15 Bldg 3 Yard 2 Jianguomenwai Street Chaoyang District Beijing CH 100022 (See Statement) CH JCR C Corporation 1139651 828530 1 true false false false false false false false false false false true true true true true true true false false JCI Accreditation (Beijing) CO LTD R 283963 Actual Schedule R, Part IV, Column (b) Primary Activity PROVIDES INTERNATIONAL STANDARDS AND ACCREDITATION AND CERTIFICATION PROGRAMS FOR HEALTHCARE ORGANIZATIONS THROUGHOUT CHINA