HEALTH RESEARCH AND EDUCATIONAL TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HEALTH RESEARCH AND EDUCATIONAL TRUST (EIN 36-2203931)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-18
IRS object ID
202023239349301307
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-18T11:00:43-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1117 NORTH CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362203931EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Health Research and Educational TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone3124223200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 North Wacker Drive 400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE HOODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET T ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE HOOD PRESIDENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 North Wacker Drive 400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,786,512GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HRET.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1944FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionAssist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee60TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$1,509TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$47,459,840PYContributionsGrantsAmt
CY Contributions Grants$33,103,420CYContributionsGrantsAmt
PY Program Service Revenue$1,309,230PYProgramServiceRevenueAmt
CY Program Service Revenue$1,085,199CYProgramServiceRevenueAmt
PY Investment Income$553,974PYInvestmentIncomeAmt
CY Investment Income$682,219CYInvestmentIncomeAmt
PY Other Revenue$7,436PYOtherRevenueAmt
CY Other Revenue$7,137CYOtherRevenueAmt
PY Total Revenue$49,330,480PYTotalRevenueAmt
CY Total Revenue$34,877,975CYTotalRevenueAmt
PY Grants And Similar Paid$1,354,047PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,483,068CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,428,938PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,858,181CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$26,492CYTotalFundraisingExpenseAmt
PY Other Expenses$38,746,400PYOtherExpensesAmt
CY Other Expenses$27,275,236CYOtherExpensesAmt
PY Total Expenses$48,529,385PYTotalExpensesAmt
CY Total Expenses$36,616,485CYTotalExpensesAmt
PY Revenues Less Expenses$801,095PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,738,510CYRevenuesLessExpensesAmt
Total Assets BOY$30,317,445TotalAssetsBOYAmt
Total Assets EOY$25,447,440TotalAssetsEOYAmt
Total Liabilities BOY$10,683,874TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,414,632TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,633,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,032,808NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$19,745,606ExpenseAmt
Grant$0GrantAmt
Revenue$500RevenueAmt
DescTHE HEALTH RESEARCH & EDUCATIONAL TRUST (HRET), AN AFFILIATE OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), WAS AWARDED CONTRACTS BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TO SUPPORT THEIR PARTNERSHIP FOR PATIENTS (PFP) CAMPAIGN. PFP IS A PUBLIC-PRIVATE PARTNERSHIP THAT INTENDS TO HELP IMPROVE THE QUALITY, SAFETY AND AFFORDABILITY OF HEALTH CARE FOR ALL AMERICANS. THE PROJECT ASSISTS HOSPITALS ADOPT NEW PRACTICES THAT HAVE THE POTENTIAL TO REDUCE PATIENT HARM AND READMISSIONS. HRET IS ASSISTING IN IDENTIFICATION SOLUTIONS ALREADY WORKING IN OTHER HOSPITALS AND SYSTEMS TO REDUCE HEALTH CARE ACQUIRED CONDITIONS, AND ESTABLISH WAYS TO SPREAD THEM TO OTHER HOSPITALS AND HEALTH CARE PROVIDERS. AHA/HRET IS DEVELOPING LEARNING COLLABORATIVES FOR HOSPITALS AND PROVIDING A WIDE ARRAY OF INITIATIVES AND ACTIVITIES TO IMPROVE PATIENT SAFETY. INTENSIVE TRAINING PROGRAMS ARE BEING CONDUCTED TO TEACH AND SUPPORT HOSPITALS IN MAKING PATIENT CARE SAFER, PROVIDE TECHNICAL ASSISTANCE SO THAT HOSPITALS CAN ACHIEVE QUALITY MEASUREMENT GOALS, AND ESTABLISH AND IMPLEMENT A SYSTEM TO TRACK AND MONITOR HOSPITAL PROGRESS IN MEETING QUALITY IMPROVEMENT GOALS. IN 2016, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AWARDED A NEW CONTRACT TO HRET TO CONTINUE THE PFP CAMPAIGN THROUGH THE HOSPITAL IMPROVEMENT INNOVATION NETWORK (HIIN). THE HIIN PROJECT AIMS TO REDUCE ALL-CAUSE HARMS BY 20 PERCENT AND READMISSIONS BY 12 PERCENT. WITH OVER 1,600 HOSPITALS RECRUITED THROUGH 34 STATE/REGIONAL HOSPITAL ASSOCIATIONS, THE QUALITY IMPROVEMENT EFFORTS TARGET THE FOLLOWING ELEVEN AREAS: ADVERSE DRUG EVENTS (ADE) CLOSTRIDIUM DIFFICILE COLITIS (C. DIFF) CATHETER-ASSOCIATED URINARY TRACT INFECTIONS (CAUTI) CENTRAL LINE-ASSOCIATED BLOOD STREAM INFECTIONS (CLABSI) INJURIES FROM FALLS PRESSURE ULCERS SEPSIS SURGICAL SITE INFECTIONS (SSI) VENTILATOR-ASSOCIATED EVENTS (VAE) VENOUS THROMBOEMBOLISMS (VTE) PREVENTABLE READMISSIONSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,750,025ExpenseAmt
Grant$1,239,990GrantAmt
Revenue$518,041RevenueAmt
DescQUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS. EXAMPLES INCLUDE THE COMPREHENSIVE UNIT-BASED SAFETY PROGRAM (CUSP), WHICH TRANSFORMS CARE AND PATIENT SAFETY AT THE UNIT LEVEL BY IMPROVING CULTURE, WITH SUPPORT FROM THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,180,386ExpenseAmt
Grant$243,078GrantAmt
Revenue$567,667RevenueAmt
DescHRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. HRET WAS AWARDED A CONTRACT BY THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ) TO ACCOMPLISH THE GOAL OF HELPING TO STRENGTHEN THE QUALITY AND SAFETY OF PATIENT CARE IN HOSPITALS AND OTHER PROVIDER SETTINGS BY USING CONSUMER-TARGETED RESOURCES THAT CAN BE CO-BRANDED AND SHARED WITH PATIENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,252,005ExpenseAmt
Grant$0GrantAmt
Revenue$55,778RevenueAmt
DescResearch and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,252,005TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$55,778TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$29,928,022TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
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Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
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Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee60EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
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Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Christina Y FisherBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124223000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 North Wacker Suite 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
David P Tilton
Chair5.00Yes (X)Yes (X)$0$0$0
Gregory Poulsen
Board Member1.01.0Yes (X)Yes (X)$0$1,690$0
Jay Bhatt
EXOFFICIO40.00Yes (X)Yes (X)$637,455$0$114,847
Andrew Shin
COO/TREASURER40.00Yes (X)$403,426$0$25,532
Daniel J Delgado
Senior Director of Finance and Compliance40.00$167,349$0$48,534Yes (X)
Marie Cleary-Fishman
VP Clinical Quality40.00$228,531$0$42,966Yes (X)
MARY A ANDRAWIS
GENERAL MANAGEMENT40.00$175,036$0$33,173Yes (X)
Nancy A Myers PhD
VP Leadership & System Innovation40.00$223,941$0$31,191Yes (X)
Norma A Padron
GENERAL MANAGEMENT40.00$183,825$0$21,708Yes (X)
Debra Pierce
FORMER SECRETARY (THRU 3/2018)0.040.0$0$146,115$14,705Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,019,563TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$147,805TotReportableCompRltdOrgAmt
Total Other Compensation$332,656TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
CYNOSURE HEALTH
1688 ORVIETTO DRIVEROSEVILLECA95661Training$1,713,747
INDIANA HOSPITAL ASSOCIATION
500 N MERIDIAN STINDIANAPOLISIN46204DATA RESEARCH$1,225,685SUITE 250
TEXAS HOSPITAL ASSOCIATION FOUNDATION
1108 LAVACA STAUSTINTX78701DATA RESEARCH$1,094,921SUITE 700
TENNESSEE HOSPITAL ASSOCIATION
5201 VIRGINIA WAYBRENTWOODTN37027DATA RESEARCH$1,083,777
LOUISIANA HOSPITAL ASSOCIATION RESEARCH
9521 BROOKLINE AVEBATON ROUGELA70809DATA RESEARCH$1,045,361
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K41CntrctRcvdGreaterThan100KCnt
Fundraising$60,500FundraisingAmt
Related Organizations$20,000RelatedOrganizationsAmt
Government Grants$32,308,606GovernmentGrantsAmt
All Other Contributions$714,314AllOtherContributionsAmt
Total Contributions$33,103,420TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Sales of Books and Data511120$486,667$486,667
Education and Meetings611600$503,562$503,562
Membership Dues900099$94,470$94,470
Sponsorships900099$500$500

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,085,199TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$555,083TotalRevenueColumnAmt
Exclusion$555,083ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,407TotalRevenueColumnAmt
Exclusion$1,407ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,983,107SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,855,971SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$127,136SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,136TotalRevenueColumnAmt
Exclusion$127,136ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$60,500ContriRptFundraisingEventAmt
Fundraising Direct Expenses$52,566FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$52,566TotalRevenueColumnAmt
Exclusion-$52,566ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Miscellaneous900099$56,787$56,787
Advertising Revenue541800$1,509$1,509

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$58,296OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,877,975TotalRevenueColumnAmt
Related Or Exempt Func Income$1,141,986RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,509UnrelatedBusinessRevenueAmt
Exclusion$631,060ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,483,068TotalAmt
Program Services$1,483,068ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,181,260TotalAmt
Program Services$533,766ProgramServicesAmt
Management And General$647,494ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,353,860TotalAmt
Program Services$2,419,203ProgramServicesAmt
Management And General$2,919,327ManagementAndGeneralAmt
Fundraising$15,330FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$233,461TotalAmt
Program Services$105,492ProgramServicesAmt
Management And General$127,969ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$709,086TotalAmt
Program Services$320,409ProgramServicesAmt
Management And General$388,677ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$380,514TotalAmt
Program Services$171,940ProgramServicesAmt
Management And General$208,574ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$100,890TotalAmt
Program Services$96,482ProgramServicesAmt
Management And General$4,408ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,600TotalAmt
Program Services$36,914ProgramServicesAmt
Management And General$1,686ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,855TotalAmt
Program Services$12,293ProgramServicesAmt
Management And General$562ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,886,149TotalAmt
Program Services$22,842,584ProgramServicesAmt
Management And General$1,036,485ManagementAndGeneralAmt
Fundraising$7,080FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$151,902TotalAmt
Program Services$60,761ProgramServicesAmt
Management And General$91,141ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$321,271TotalAmt
Program Services$32,127ProgramServicesAmt
Management And General$287,941ManagementAndGeneralAmt
Fundraising$1,203FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$96,816TotalAmt
Program Services$91,975ProgramServicesAmt
Management And General$4,841ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$764,346TotalAmt
Program Services$726,129ProgramServicesAmt
Management And General$38,217ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$740,732TotalAmt
Program Services$464,769ProgramServicesAmt
Management And General$275,648ManagementAndGeneralAmt
Fundraising$315FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$611,126TotalAmt
Program Services$477,027ProgramServicesAmt
Management And General$134,099ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,621TotalAmt
Program Services$44,709ProgramServicesAmt
Management And General$912ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Education & Training$18,609$8,374$10,235
TAXES$13,680$13,680
SHARED SERVICES$422,046$422,046

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$50,593TotalAmt
Program Services$0ProgramServicesAmt
Management And General$48,029ManagementAndGeneralAmt
Fundraising$2,564FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,616,485TotalAmt
Program Services$29,928,022ProgramServicesAmt
Management And General$6,661,971ManagementAndGeneralAmt
Fundraising$26,492FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,269,749BOYAmt
EOY$8,164,092EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,242,795BOYAmt
EOY$4,032,962EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$96,564BOYAmt
EOY$16,280EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,657,836BOYAmt
EOY$9,149,106EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,050,501BOYAmt
EOY$4,085,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,317,445BOYAmt
EOY$25,447,440EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,777,671BOYAmt
EOY$1,491,301EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,882,048BOYAmt
EOY$1,691,772EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,024,155BOYAmt
EOY$3,231,559EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,683,874BOYAmt
EOY$6,414,632EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,187,041BOYAmt
EOY$18,712,899EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$446,530BOYAmt
EOY$319,909EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,633,571BOYAmt
EOY$19,032,808EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,317,445BOYAmt
EOY$25,447,440EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,738,510ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,137,747NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN HOSPITAL ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN360726140EIN
Organization Type9OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By NameHealth Research and Educational Trust ("HRET") has a historic and continuing relationship with its supported organization, American Hospital Association ("AHA")-spanning over a 70-year period-and, as described below, there is a substantial identity of interests between the organizations. Therefore, HRET meets the organizational requirements of a Type I supporting organization. By way of background, in 1943 the AHA's House of Delegates passed a resolution recommending, among other things, federal aid for the construction of hospitals where needed. This was a special challenge because there was no complete inventory of the nation's hospitals by location, ownership, number of beds or services offered. In fact, there was no precise definition for "hospital." These shortcomings made it impossible to study the country's need for hospitals and other medical facilities. The AHA moved to fill this void by commissioning a study to evaluate existing facilities and services, project the need for hospitals, and offer recommendations for action at the end of World War II. In 1944, the AHA established HRET to receive grants for the study. Since that time, HRET has remained an active research and education affiliate of AHA. There is a substantial identity of interests between HRET and AHA. For example, HRET publicly holds itself out as being "in Partnership with AHA" and a "not-for-profit research and education affiliate of the AHA." It is assured that a substantial identity of interests between the organizations is maintained and will continue because the HRET Amended and Restated Trust Agreement provides that the entire Board of Trustees of HRET shall be either members of the AHA Board of Trustees, or appointed by the AHA Board of Trustees. Furthermore, among other things, the Bylaws of HRET provide that the Chair of HRET is appointed by the AHA Board of Trustees; the President of HRET is and AHA Senior Vice President and Chief Medical Officer; and the Treasurer of HRET is the Treasurer of the AHA.
Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6)Annually, the AHA completes a pro forma schedule a, part III. The supporting calculation is kept in HRET's files.
Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) PurposesHRET engages in activities which further the AHA's exempt purpose to advance the health of individuals and communities. HRET does not provide any monetary support to AHA.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedge funds$2,247,000F
Private Equity Funds$1,838,000F
FieldValueIRS element (for citing)
Total Book Value Securities$4,085,000TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescIntercompany PayableDesc
Amt$3,231,559Amt
FieldValueIRS element (for citing)
Total Liability$3,231,559TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,050,430TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,137,747NetUnrealizedGainsInvstAmt
Other Revenue$52,566OtherRevenueAmt
Revenue Not Reported$1,190,313RevenueNotReportedAmt
Revenue Subtotal$34,860,117RevenueSubtotalAmt
Investment Expenses Not Incld$12,855InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,003OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$17,858RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$34,877,975TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,651,193TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$52,566OtherExpensesIncludedAmt
Expenses Not Reported$52,566ExpensesNotReportedAmt
Expenses Subtotal$36,598,627ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,855InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,003OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$17,858ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$36,616,485TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteHRET "The Trust" is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Trust follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Trust may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Trust. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented herein. The Trust files Form 990 in the U.S. federal jurisdiction and the State of Illinois.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990FUNDRAISING EXPENSES - 52566
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsBAD DEBT EXPENSE - 5003
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990FUNDRAISING EXPENSES - 52566
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsBAD DEBT EXPENSE - 5003

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AWARD DINNEREvent1Nm
Gross Receipts Event1$60,500GrossReceiptsEvent1Amt
Charitable Contri Event1$60,500CharitableContriEvent1Amt
Gross Revenue Event1$0GrossRevenueEvent1Amt
Food And Beverage Event1$38,217FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$14,349OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$60,500GrossReceiptsTotalAmt
Charitable Contributions Tot$60,500CharitableContributionsTotAmt
Gross Revenue Total Events$0GrossRevenueTotalEventsAmt
Food And Beverage Total Events$38,217FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$14,349OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,566DirectExpenseSummaryEventsAmt
Net Income Summary-$52,566NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027951690977501(C)(3)$15,000INNOVATION CHALLENGE
NEW YORK PRESBYTERIAN HOSP
180 FORT WASHINGTON AVENEW YORKNY10032133957095501(C)(3)$100,000INNOVATION CHALLENGE
HENRY FORD HOSPITAL
2799 E GRAND BLVDDETROITMI48202381357020501(C)(3)$25,000INNOVATION CHALLENGE
CAROLINAS REHABILITATION
5727 PROSPERITY CROSSING DRIVECHARLOTTENC28269566060481501(C)(3)$75,000QUEST FOR QUALITY1400
MISSION HEALTH
37595 7 MILE ROADLIVONIAMI48152383181557501(C)(3)$12,500QUEST FOR QUALITY
ST FRANCIS MEMORIAL HOSPITAL
900 HYDE STREETSAN FRANCISCOCA94109941156295501(C)(3)$10,0002018 MCGAW AWARDSUITE 1208
LANCASTER GENERAL HEALTHPENN MED
555 N DUKE STLANCASTERPA17602232250941501(C)(3)$100,0002018 MCGAW AWARD
TANNER HEALTH SYSTEM
303 AMBULANCE DRIVECARROLLTONGA30117581790149501(C)(3)$10,0002018 MCGAW AWARD
MEMORIAL HERMANN HEALTH SYSTEM
929 GESSNER ROADHOUSTONTX77024741152597501(C)(3)$10,0002018 MCGAW AWARDSUITE 1900
AMERICAN HOSPITAL ASSSOCIATION
155 N WACKER DRIVECHICAGOIL60606360726214501(C)(6)$1,116,267SSQI TRAININGSUITE 400
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationAwards are provided to organizations after applications are submitted, reviewed and approved. The restrictions of use are indicated and the grantee is notified of the purpose of the funds. Awards and support of research require attendance and or follow up such as financial reports and written narratives of program participation.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jay Bhatt
EXOFFICIO$534,285$0$52,383$0$50,787$0$105,478$0$9,369$0$752,302$0$88,678$0
Debra Pierce
FORMER SECRETARY (THRU 3/2018)$0$139,527$0$6,118$0$470$0$8,824$0$5,881$0$160,820$0$0
Andrew Shin
COO/TREASURER$377,760$0$25,186$0$480$0$16,800$0$8,732$0$428,958$0$0$0
Marie Cleary-Fishman
VP Clinical Quality$207,564$0$20,587$0$380$0$14,114$0$28,852$0$271,497$0$0$0
Nancy A Myers PhD
VP Leadership & System Innovation$210,518$0$12,923$0$500$0$10,801$0$20,390$0$255,132$0$0$0
MARY A ANDRAWIS
GENERAL MANAGEMENT$174,836$0$0$0$200$0$5,711$0$27,462$0$208,209$0$0$0
Daniel J Delgado
Senior Director of Finance and Compliance$158,820$0$7,749$0$780$0$10,662$0$37,872$0$215,883$0$0$0
Norma A Padron
GENERAL MANAGEMENT$177,811$0$5,889$0$125$0$9,346$0$12,362$0$205,533$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationthe president of HRET reports to the American hospital association (aha) president. The HRET board, the aha president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and review by the committee in a timely manner.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDURING THE 2019 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ENTITY, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - JAY BHATT DURING 2019, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - JAY BHATT - $31,037 DURING 2019, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - JAY BHATT - $20,257 ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
Schedule J, Part I, Line 7 Non-fixed paymentsThe AHA has established an incentive award program for employees when the AHA meets and exceeds its operational effectiveness goals for a calendar year. Awards are determined after the end of the calendar year and after review and approval of AHA's organizational performance by the AHA Board.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 1,252,005 including grants of $ 0)(Revenue $ 55,778) Research and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders.
Form 990, Part V, Line 1a Box 3 of Form 1096AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ORGANIZATION, PROCESSES ALL VENDOR PAYMENTS FOR ALL RELATED ENTITIES AND FILED ALL 1099 FORMS IN 2019. THE INSTITUTE IS CHARGED A MANAGEMENT FEE FOR THIS SERVICE.
Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERSTHE TREASURER OF HRET REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) EXECUTIVE VICE PRESIDENT. THE AHA EXECUTIVE VICE PRESIDENT AND THE COMPENSATION COMMITTEE OF AHA PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE TREASURER AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. THE COMPENSATION COMMITTEE OF THE AHA BOARD OF DIRECTORS DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE TREASURER, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE COMMITTEE CONSIDERS THE RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT EVALUATES THE TREASURER'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE PROCESS FOR DETERMINING, REVIEWING AND APPROVING COMPENSATION AND ADJUSTMENTS TO COMPENSATION IS UNDERTAKEN ON AN ANNUAL BASIS. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER.
Form 990, Part VI, Line 15athe president of HRET reports to the American hospital association (aha) executive vice president. The HRET board, the aha executive vice president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and reviewed by the committee in a timely manner.
Form 990, Part VI, Line 4 Significant changes to organizational documentsTHE HRET BYLAWS WERE UPDATED CONCERNING THE BOARD OF TRUSTEES. THE COMPOSITION (2.1) WAS UPDATED TO INCLUDE 3 MEMBERS, ONE OF WHOM SHALL BE THE HRET PRESIDENT WHO SHALL SERVE EX OFFICIO WITH VOTING RIGHTS.
Form 990, Part VI, Line 6 Classes of members or stockholdersThe organization's sole corporate member is American Hospital Association, a related tax-exempt organization. As the organization's sole Corporate Member, American Hospital Association has the right to elect or appoint members of the organization's governing body and approve or deny significant decisions of the organization's governing body.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodySee narrative for Form 990, Part VI, Line 6.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersSee narrative for Form 990, Part VI, Line 6.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe filing organization's management reviews the Form 990 and shares it with the HRET board of directors prior to filing with the IRS
Form 990, Part VI, Line 12c Conflict of interest policyOn an annual basis, the organization's trustees, officers, and employees are required to read, complete and return a conflict of interest questionnaire. The returned questionnaires are handled jointly by Legal, Human Resources and Audit and Compliance staff. Any questionnaire that raises a potential issue is reviewed and referred to the Association's President for a final determination of any action to be considered or undertaken. Any potential conflict of interest that arises after the questionnaire is completed must be promptly reported. Any restrictions imposed based on information disclosed in a conflict of interest questionnaire or otherwise would be commensurate with the type of conflict identified and would be disclosed to the Board of Trustees.
Form 990, Part VI, Line 19 Required documents available to the publicThe organization's governing document and conflict of interest policy are available upon request. The organization's Financial statements are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time.
Form 990, Part IX, Line 11g Other FeesProgram Subcontractors - Total Expense: 23886149, Program Service Expense: 22842584, Management and General Expenses: 1036485, Fundraising Expenses: 7080; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN HOSPITAL ASSOCIATION
155 NORTH WACKER DRIVE SUITE 400CHICAGOIL606061725360726140EDUCATION/ADVOCACYIL501(c)(6)NAfalse
INSTITUTE FOR DIVERSITY IN HEALTHCARE
155 NORTH WACKER DRIVE SUITE 400CHICAGOIL606061725582094118DIVERSITYIL501(c)(3)AHAfalse10
AHAPAC
800 10th Street NWWASHINGTONDC20001362996517FOR POLITICAL CAMPAIGNSIL527AHAfalseTwo CityCenter Suite 400
AMERICAN ORGANIZATION FOR NURSING LEADERSHIP
155 NORTH WACKER DRIVE SUITE 400CHICAGOIL606061725363591337NURSE LEADERSHIPIL501(c)(6)AHAfalse
AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION
800 10th Street NWWASHINGTONDC20001272399044NURSE EDUCATION SUPPORTDC501(c)(3)AONLfalseType ITwo CityCenter Suite 400

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Health Forum IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER DRIVEAddressLine1Txt
Address Line2STE 400AddressLine2Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN364143432EIN
Primary ActivitiesPublicationsPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN HOSPITAL ASSOCIATION
K$759,651COST
AMERICAN HOSPITAL ASSOCIATION
P$422,046COST
AMERICAN HOSPITAL ASSOCIATION
C$20,000COST
AMERICAN HOSPITAL ASSOCIATION
B$1,116,267COST

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