2021-11-15T11:47:04-06:00 2020-12-31 273174787 POLAN & HOLLIS LLC 2273 RESEARCH BLVD 520 ROCKVILLE MD 20850 990 2020-01-01 522102558 NATIONAL INSTITUTE FOR HEALTH CARE MGMT RESEARCH & EDUCATIONAL FOUNDATION NATI 2022964426 1225 19TH STREET NW NO 710 WASHINGTON DC 20036 NANCY CHOCKLEY PRESIDENT & CEO 2022964426 2021-11-15 1 NANCY CHOCKLEY 999009999 JOHN D HOLLIS CPA P00892740 3012161120 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NANCY CHOCKLEY 1225 19TH STREET NW NO 710 WASHINGTON DC 20036 4267011 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. 16 16 8 0 0 0 1994000 2570500 0 0 273209 -339812 0 0 2267209 2230688 940024 901604 0 0 992320 1157248 0 0 0 757178 801377 2689522 2860229 -422313 -629541 8690663 9222179 879538 956244 7811125 8265935 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 908770 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. 369005 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. 1192550 901604 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. 2470325 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 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 22 0 8 1 0 0 0 0 0 0 0 0 0 0 X 16 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 DAVID PANKAU DIRECTOR 2.00 X X 0 0 0 JOHN FORSYTH DIRECTOR 2.00 X 0 0 0 CURTIS BARNETT DIRECTOR 2.00 X 0 0 0 PATRICK GERAHGTY DIRECTOR 2.00 X 0 0 0 DANIEL HILFERTY DIRECTOR 2.00 X 0 0 0 GAIL BOUDREAUX DIRECTOR 2.00 X 0 0 0 JEFF ROE VICE CHAIRMAN 2.00 X 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 DIRECTOR 2.00 X 0 0 0 GERALD PETKAU DIRECTOR 2.00 X 0 0 0 CRAIG SAMITT MD DIRECTOR 2.00 X 0 0 0 W DAVID HELMS PHD DIRECTOR 2.00 X 0 0 0 DAVID W ANDERSON DIRECTOR 2.00 X 0 0 0 DANIEL J LOEPP VICE CHAIRMAN 2.00 X X 0 0 0 TUNDE SOTUNDE MD DIRECTOR 2.00 X 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 15.00 25.00 X 0 233989 26734 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 40.00 X 196148 0 43382 196148 233989 70116 1 0 1 0 0 175000 2395500 2570500 145628 145628 1550883 2036323 -485440 -485440 -485440 2230688 0 0 -339812 X 878604 878604 13000 13000 10000 10000 233989 189816 44173 565707 451011 114696 86130 69782 16348 212350 172045 40305 59072 47860 11212 51448 51448 334934 318501 16433 1666 1666 3040 2035 1005 128995 101631 27364 395 395 29032 16717 12315 71819 42081 29738 6777 3310 3467 AWARDS 95000 95000 COMPUTER EXPENSES 27239 12907 14332 SUBSCRIPTIONS 14079 14079 EQUIPMENT RENTAL 9110 7160 1950 27843 22725 5118 2860229 2470325 389904 0 2 830247 1250805 88 9157 7991 7608753 7907608 242418 55773 8690663 9222179 58305 92914 821233 533807 0 329523 879538 956244 X 7791125 8094435 20000 171500 7811125 8265935 8690663 9222179 -629541 1084351 0 X X 0 1 X 1 0 X 1809842 1608995 2044550 1994000 2570500 10027887 1809842 1608995 2044550 1994000 2570500 10027887 6652128 3375759 148899 146329 205574 273208 -339812 434198 10462085 0.32270 0.33450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 329523 329523 X 3315039 1084351 1084351 2230688 0 2230688 2860229 0 2860229 0 2860229 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, 2020 AND 2019, 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 0 0 0 0 0 0 0 0 0 NORTH AMERICA EXEMPT PURPOSE RELATED RESEARCH GRANT 10000 0 0 0 0 0 0 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. PART III ACCOUNTING METHOD: 1 ALLIANCE FOR HEALTH POLICY PO BOX 56518 WASHINGTON DC 20040 521746328 501(C)(3) 75000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. BCBS OF MASSACHUSETTS FOUNDATION 101 HUNTINGTON AVE SUITE 1300 BOSTON MA 021997611 043148824 501(C)(3) 19000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. COLUMBIA UNIVERSITY TRUSTEES OF IN CITY OF NY 615 WEST 131ST ST 3RD FLR NEW YORK NY 10027 135598093 501(C)(3) 32500 EXEMPT PURPOSE RELATED RESEARCH GRANT CONNECTICUT HEALTH I-TEAM 346 ALDEN AVENUE NEW HAVEN CT 06515 461068891 501(C)(3) 8500 EXEMPT PURPOSE RELATED JOURNALISM GRANT GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 541603842 501(C)(3) 45500 EXEMPT PURPOSE RELATED RESEARCH GRANT HARVARD COLLEGE PRESIDENT AND FELLOWS 1033 MASSACHUSETTS AVE 2ND FLR CAMBRIDGE MA 02138 042103580 501(C)(3) 18000 EXEMPT PURPOSE RELATED RESEARCH GRANT. MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 131924236 501(C)(3) 34836 EXEMPT PURPOSE RELATED RESEARCH GRANT PRESIDENT AND FELLOWS OF HARVARD PO BOX 415649 BOSTON MA 02241 042103580 501(C)(3) 40000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. RETRO REPORT INC 7 MASONS ISLAND ROAD MYSTIC CT 06355 273504415 501(C)(3) 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT STANFORD JUNIOR UNIVERSITY THE BOARD OF TRUSTEE 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 25000 EXEMPT PURPOSE RELATED RESEARCH GRANT THE CENTER FOR MICHIGAN INC 136 E MICHIGAN AVENUE KALAMAZOO MI 490073936 320167398 501(C)(3) 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 834075323 501(C)(3) 25000 EXEMPT PURPOSE RELATED JOURNALISM GRANT TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVE BOSTON MA 02215 042103547 501(C)(3) 15000 EXEMPT PURPOSE RELATED JOURNALISM GRANT UNIVERSITY OF CALIFORNIA BERKELEY THE REGENTS OF 2195 HEARST AVE 120 BERKELEY CA 947201104 946002123 501(C)(3) 64482 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 501(C)(3) 25000 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES 809 SOUTH MARSHFIELD AVE M/C 551 CHICAGO IL 606127205 376000511 501(C)(3) 33043 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF PENNSYLVANIA TRUSTEES OF 3451 WLNUT ST 5TH FL FRANKLIN BUILDING PHILADELPHIA PA 19104 231352685 501(C)(3) 69743 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 951642394 501(C)(3) 50000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 530242992 501(C)(3) 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. OREGON HEALTH AND SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 N/A 55000 EXEMPT PURPOSE RELATED RESEARCH GRANT ALGONQUIN ACQUISITION COMPANY LLC (STAT) EXCHANGE PLASE STE 201 BOSTON MA 021092132 463488150 N/A 13000 EXEMPT PURPOSE RELATED JOURNALISM GRANT FULLER PROJECT FOR INTERNATIONAL REPORTONG INC 1875 CONNEXTICUT AVE NW 10TH FL WASHINGTON DC 20009 811175253 N/A 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT TEXAS TRIBUNE INC 919 CONGRESS AVENUE SIXTH FLOOR AUSTIN TX 78701 264527097 N/A 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT TINY TOWER MEDIA LLC 1300 E 86TH ST SUITE 14 145 INDIANAPOLIS IN 46240 472322192 N/A 20000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. VOX MEDIA LLC 1201 CONNECTIVUT AVENUE NW 11TH FLOOR WASHINGTON DC 20036 202057273 N/A 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT 19 6 EXEMPT PURPOSE RELATED JOURNALISM GRANTS 2 13000 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 NANCY CHOCKLEY PRESIDENT & CEO 0 233989 0 0 0 0 0 15935 0 10799 0 260723 0 0 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 196148 0 0 0 0 0 29422 0 13960 0 239530 0 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 258,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,750. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 59,751. MANAGEMENT AND GENERAL EXPENSES 16,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,184. FORM 990, PART XI, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE 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 577378 ACCRUAL NIHCM LLC N 232058 ACCRUAL NIHCM LLC P 809436 ACCRUAL