2020-11-16T09:45:36-06:00 2019-12-31 273174787 POLAN & HOLLIS LLC 2273 RESEARCH BLVD 520 ROCKVILLE MD 20850 990 2019-01-01 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 2020-11-12 1 JOHN D HOLLIS CPA P00892740 3012161120 2020-11-12 2019 2022-09-23 18:48:47Z NANCY CHOCKLEY 1225 19TH STREET NW NO 710 WASHINGTON DC 20036 3047923 0 1 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 5 0 0 0 2044550 1994000 0 0 205574 273209 0 0 2250124 2267209 636768 940024 0 0 1110138 992320 0 0 0 749071 757178 2495977 2689522 -245853 -422313 8463258 8690663 1213835 879538 7249423 7811125 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 778962 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. 403371 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. 1197341 940024 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. 2379674 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 13 0 5 1 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 DAVID PANKAU CHAIRMAN 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 NANCY CHOCKLEY PRESIDENT & CEO 15.00 25.00 X X 0 196583 25677 DANIEL HILFERTY DIRECTOR 2.00 X 0 0 0 GAIL BOUDREAUX DIRECTOR 2.00 X 0 0 0 JEFF ROE AUDIT 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 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 40.00 X 192302 0 44679 192302 196583 70356 1 0 1 0 0 175000 1819000 1994000 186362 186362 867561 780714 86847 86847 86847 2267209 0 0 273209 X 911024 911024 29000 29000 196584 166555 30029 454308 371793 82515 85157 69404 15753 210001 171153 38848 46270 37711 8559 52160 52160 273720 258930 14790 2040 2040 9114 7034 2080 120388 97318 23070 10217 10103 114 40377 36073 4304 72097 48361 23736 5442 2358 3084 AWARDS 100525 100025 500 COMPUTER EXPENSES 19642 16113 3529 SUBSCRIPTIONS 11176 11176 EQUIPMENT RENTAL 8102 6522 1580 32178 26981 5197 2689522 2379674 309848 0 1306785 830247 128500 0 6414 88 7538 9157 6986187 7608753 27834 242418 8463258 8690663 45259 58305 875553 821233 293023 0 1213835 879538 X 7120923 7791125 128500 20000 7249423 7811125 8463258 8690663 -422313 984015 0 X X 0 1 X 1 0 X 1596194 1809842 1608995 2044550 1994000 9053581 1596194 1809842 1608995 2044550 1994000 9053581 5719228 3334353 142027 148899 146329 205574 273208 916037 9969618 0.33450 0.35250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3251223 984014 984014 2267209 0 2267209 2689522 0 2689522 0 2689522 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, 2019 AND 2018, 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 UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING FILE 52095 LOS ANGELES CA 90074 951642394 501(C)(3) 107004 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVERSITY OF CALIFORNIA REGENTS 405 HILGARD AVENUE LOS ANGELES CA 90095 501(C)(3) 68000 EXEMPT PURPOSE RELATED RESEARCH GRANT. PRESIDENT AND FELLOWS OF HARVARD PO BOX 415649 BOSTON MA 02241 042103580 501(C)(3) 64782 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF UTAH 1731 E CAMPUS CENTER DRIVE SALT LAKE CITY UT 84112 501(C)(3) 60000 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF ILLINOIS 28395 NETWORK PLACE CHICAGO IL 60673 501(C)(3) 57824 EXEMPT PURPOSE RELATED RESEARCH GRANT. BROWN UNIVERSITY 69 BROWN STREET PROVIDENCE RI 02912 501(C)(3) 57595 EXEMPT PURPOSE RELATED RESEARCH GRANT. JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 54068 EXEMPT PURPOSE RELATED RESEARCH GRANT. PUBLIC HEALTH INSTITUTE 555 12TH STREET 10TH FLOOR OAKLAND CA 94607 941646278 501(C)(3) 52032 EXEMPT PURPOSE RELATED RESEARCH GRANT. UNIVERSITY OF MINNESOTA 321 19TH AVENUE MINNEAPOLIS MN 55455 501(C)(3) 51125 EXEMPT PURPOSE RELATED RESEARCH GRANT. ALLIANCE FOR HEALTH POLICY 1444 EYE STREET NW WASHINGTON DC 20005 521746328 501(C)(3) 50000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVERSITY OF PITTSBURG 500 ROSS STREET PITTSBURG PA 15262 501(C)(3) 50000 EXEMPT PURPOSE RELATED RESEARCH GRANT. BOSTON GLOBE LIFE SCIENCES MEDIA LLC ONE EXCHANGE PLACE BOSTON MA 02109 40000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. GREATER WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 501(C)(3) 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. MIT 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 501(C)(3) 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. THE CONVERSATION US 89 SOUTH STREET SUITE 202 BOSTON MA 02111 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. WFYI PUBLIC MEDIA 1630 N MERIDIAN INDIANAPOLIS IN 46202 35000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. THE COLUMBUS DISPATCH 62 E BROAD STREET COLUMBUS OH 43216 25000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. BCBS OF MASSACHUSETTS FOUNDATION 401 PARK DRIVE BOSTON MA 02115 043148824 4947(A)(1)CT 19000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. TINY TOWER MEDIA LLC 11465 MEARS DRIVE ZIONVILLE IN 46077 15000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVERSITY OF PENNSYLVANIA PO BOX 785541 PHILADELPHIA PA 19178 231352685 501(C)(3) EXEMPT PURPOSE RELATED RESEARCH GRANT. VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843039 RICHMOND VA 23284 546001758 501(C)(3) EXEMPT PURPOSE RELATED RESEARCH GRANT. YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) EXEMPT PURPOSE RELATED RESEARCH GRANT. EVIDENCE FOR HEALTHCARE IMPROVEMENT 2 LIBERTY SQUARE 9TH FLOOR BOSTON MA 02109 463250612 EXEMPT PURPOSE RELATED RESEARCH GRANT. NYU SCHOOL OF MEDICINE PO BOX 415026 BOSTON MA 02241 135562308 501(C)(3) EXEMPT PURPOSE RELATED RESEARCH GRANT. KINDLING GROUP 4021 N BROADWAY STREET CHICAGO IL 60613 364478085 EXEMPT PURPOSE RELATED JOURNALISM GRANT. MILWAUKEE JOURNAL SENTINEL 333 W STATE STREET MILWAUKEE WI 53203 391178025 EXEMPT PURPOSE RELATED JOURNALISM GRANT. PBS NEWSHOURWETA EXEMPT PURPOSE RELATED JOURNALISM GRANT. RED ANTELOPE FILMS 7 CROMBIE STREET UNIT 13 SALEM MA 01970 453113475 EXEMPT PURPOSE RELATED JOURNALISM GRANT. IKANA MEDIA 323 WEST 84TH STREET 2 NEW YORK NY 10024 471120709 EXEMPT PURPOSE RELATED JOURNALISM GRANT. WNET 825 EIGHT AVENUE 14TH FLOOR NEW YORK NY 10019 262810489 501(C)(3) EXEMPT PURPOSE RELATED JOURNALISM GRANT. VARIOUS PRIOR YEAR GRANTEES UNEXPENDED FUNDS -406 UNEXPENDED EXEMPT PURPOSE RELATED RESEARCH GRANT ADJUSTMENTS. 19 EXEMPT PURPOSE RELATED JOURNALISM GRANTS AWARDED TO INDIVIDUALS 4 29000 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 196583 0 0 0 0 0 14605 0 11072 0 222260 0 0 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 192302 0 0 0 0 0 28845 0 15834 0 236981 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 177,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,500. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 81,430. MANAGEMENT AND GENERAL EXPENSES 14,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,220. FORM 990, PART IX, LINE 24E PRINTING: PROGRAM SERVICE EXPENSES 3,960. MANAGEMENT AND GENERAL EXPENSES 2,492. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,452. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 5,111. MANAGEMENT AND GENERAL EXPENSES 1,228. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,339. TELEPHONE: PROGRAM SERVICE EXPENSES 5,033. MANAGEMENT AND GENERAL EXPENSES 1,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,188. BUSINESS GIFTS: PROGRAM SERVICE EXPENSES 4,778. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,778. FREIGHT AND SHIPPING: PROGRAM SERVICE EXPENSES 3,072. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,072. DUES AND MEMBERSHIP: PROGRAM SERVICE EXPENSES 2,595. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,595. TEMP. SERVICES: PROGRAM SERVICE EXPENSES 2,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,109. POSTAGE: PROGRAM SERVICE EXPENSES 263. MANAGEMENT AND GENERAL EXPENSES 63. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326. EDUCATION AND TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 163. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 60. MANAGEMENT AND GENERAL EXPENSES 16. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76. 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 566623 ACCRUAL NIHCM LLC N 236161 ACCRUAL NIHCM LLC P 802784 ACCRUAL