EMERGENCY CARE RESEARCH INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EMERGENCY CARE RESEARCH INSTITUTE (EIN 23-1662091)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201933049349300818
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T10:09:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET SUITE 710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231662091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERGENCY CARE RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMER | BusinessNameControlTxt |
| Phone | 6108256000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER CATALANO | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 6108256000 | PhoneNum |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2157654600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.81.77.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-24 | IPDt |
| IP Tm | 22:45:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C3F20D443C579AC52A3CEECD046258A70BEA2FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECRI INSTITUTE - ECRI - ECRI INSTITUTE PSO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCUS SCHABACKERMDPHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,589,865 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ECRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE INSTITUTE IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, ANDEDUCATIONAL PURPOSES WITHIN THE MEANING OF IRC SECTION 501(C)(3). THEINSTITUTE'S MISSION IS TO IMPROVE THE SAFETY, QUALITY AND COST-EFFECTIVENESS OF HEALTHCARE AND TO PROTECT THE PUBLIC FROM HARM.THE INSTITUTE'S MISSION IS ACCOMPLISHED THROUGH ITS PUBLISHING, MEMBERSHIP AND INFORMATION PROGRAMS, TECHNICAL ASSISTANCE ANDCONSULTATION PROGRAMS, AND EDUCATIONAL PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 473 | TotalEmployeeCnt |
| Total Volunteers | 309 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,150 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $982,994 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,672,708 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,977,399 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,688,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,791,423 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,517,579 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $27,599 | CYOtherRevenueAmt |
| PY Total Revenue | $60,751,816 | PYTotalRevenueAmt |
| CY Total Revenue | $65,906,469 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,112,130 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,769,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,041 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,021,663 | PYOtherExpensesAmt |
| CY Other Expenses | $15,165,922 | CYOtherExpensesAmt |
| PY Total Expenses | $59,133,793 | PYTotalExpensesAmt |
| CY Total Expenses | $62,935,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,618,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,970,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,146,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,292,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,039,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,828,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,107,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,463,875 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,711,407 | ExpenseAmt |
| Revenue | $45,513,265 | RevenueAmt |
| Desc | RESEARCH AND EVALUATION PROGRAMS, MEMBERSHIPS, PUBLICATIONS AND INFORMATION:THE INSTITUTE'S APPLIED RESEARCH AND EVALUATION, MEMBERSHIPS, AND PUBLICATIONS ALL FOCUS ON IMPROVING HEALTHCARE SAFETY, QUALITY AND COST-EFFECTIVENESS IN SETTINGS ACROSS THE CONTINUUM OF CARE, FROM ACUTE CARE TO AMBULATORY CARE TO LONG-TERM CARE AND HOME CARE. THESE PROGRAMS ARE USED BY HOSPITALS AND HEALTHCARE PROVIDERS, POLICYMAKERS, PAYERS, THE PUBLIC, GOVERNMENT AGENCIES, AND OTHERS IN THE HEALTHCARE COMMUNITY TO IMPROVE PATIENT CARE. THROUGH THESE PROGRAMS, THE INSTITUTE DISSEMINATES THE RESULTS OF ITS INTERNALLY CONDUCTED RESEARCH AND EVALUATION, OF INFORMATION AND EXPERIENCE OBTAINED THROUGH TECHNICAL ASSISTANCE SERVICES AND OTHER ACTIVITIES, AND OF INFORMATION GATHERED FROM MANY OTHER SOURCES. THE INSTITUTE CONDUCTS STUDIES AND DISSEMINATES INFORMATION AND TOOLS THAT PROTECT THE PUBLIC FROM UNSAFE AND INEFFECTIVE MEDICAL TECHNOLOGIES, AND UNSAFE PRACTICES; IMPROVE PATIENT SAFETY BY PREVENTING MEDICAL ERRORS, PATIENT ACCIDENTS, INJURIES, AND DEATH; ASSESS THE EFFECTIVENESS OF DRUGS, DEVICES, PROCEDURES AND PRACTICES; AND REDUCE COSTS. EACH YEAR, ECRI INSTITUTE DISSEMINATES HUNDREDS OF GUIDANCE ARTICLES, ALERTS, AND ADVISORIES THAT FOCUS ON WAYS TO IMPROVE THE QUALITY, SAFETY, AND COST EFFECTIVENESS OF HEALTH CARE. EACH YEAR, ECRI INSTITUTE PUBLISHES A MONOGRAPH ON THE TOP 10 HEALTH TECHNOLOGY HAZARDS TO WHICH HEALTHCARE PROVIDERS SHOULD BE PAYING THE MOST ATTENTION, ALONG WITH RECOMMENDATIONS FOR ALLEVIATING RISKS AS WELL AS OTHER TOP TEN REPORTS WITH IMPORTANT SAFETY INFORMATION AVAILABLE TO THE PUBLIC. THE INSTITUTE'S WORK IS INTERNATIONAL IN SCOPE AND REQUIRES HIGHLY SPECIALIZED KNOWLEDGE AND EXPERTISE. TO HELP ENSURE THE SAFETY OF PATIENT CARE AND HEALTHCARE TECHNOLOGY, THE INSTITUTE INDEPENDENTLY INVESTIGATES SAFETY ACCIDENTS; PUBLISHES PRODUCT AND SAFETY ALERTS; COLLECTS, AGGREGATES AND ANALYZES ADVERSE PATIENT SAFETY EVENT DATA AND COST DATA FROM HOSPITALS AND HEALTHCARE PROVIDERS; DISSEMINATES LESSONS LEARNED; INDEPENDENTLY EVALUATES AND VERIFIES THE EVIDENCE ON THE EFFECTIVENESS OF MEDICAL PROCEDURES AND TECHNOLOGIES; AND PROVIDES TELEPHONE ASSISTANCE ON HAZARDS AND SAFETY IMPROVEMENT. IT MAINTAINS SEVERAL OF THE LARGEST DATABASES ON MEDICAL DEVICE HAZARDS AND RECALLS AND PRICES, WHICH COVERS THOUSANDS OF PRODUCTS RANGING FROM A SIMPLE THERMOMETER TO COMPLEX, SOPHISTICATED LIFE SUPPORT EQUIPMENT. ECRI INSTITUTE'S EVALUATION PROGRAM CONDUCTS HANDS-ON LABORATORY TESTING TO EVALUATE THE SAFETY AND EFFICACY OF MEDICAL DEVICES THAT ARE ON THE MARKET. IT COVERS ALL TYPES OF DIAGNOSTIC AND THERAPEUTIC MEDICAL PRODUCTS, FROM MAMMOGRAPHY UNITS TO SURGICAL LASERS TO NEEDLE STICK PREVENTION DEVICES. THIS PROGRAM ENABLES ECRI INSTITUTE TO DISSEMINATE INFORMATION ON PRODUCTS, THEIR SAFE IMPLEMENTATION AND USE, AND THEIR COST. THE INSTITUTE DEVELOPED AND MAINTAINS A WORLDWIDE CLASSIFICATION SYSTEM FOR INDEXING MEDICAL DEVICES THAT IS USED BY HEALTHCARE ORGANIZATIONS AND GOVERNMENT REGULATORY SYSTEMS WORLDWIDE AND IS A FRAMEWORK FOR TRACKING HAZARD AND RECALL INFORMATION. EACH YEAR, ECRI INSTITUTE HOLDS SCORES OF MEETINGS, WORKSHOPS, WEBINARS, AND AUDIO CONFERENCES ADDRESSING BEST PRACTICES, PATIENT SAFETY, EVALUATION OF EVIDENCE, AND THE IMPLEMENTATION AND USE OF MEDICAL TECHNOLOGY AND HEALTH SERVICES. ECRI INSTITUTE PROVIDES A UNIQUE EDUCATIONAL CERTIFICATION PROGRAM AND CREDENTIAL FOR HEALTHCARE SAFETY AND ENVIRONMENTAL OFFICERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,258,825 | ExpenseAmt |
| Revenue | $16,175,318 | RevenueAmt |
| Desc | TECHNICAL ASSISTANCE PROGRAMS: ECRI INSTITUTE PROMOTES IMPROVED METHODS OF PATIENT CARE BY PROVIDING TO THE HEALTHCARE COMMUNITY AND TO FEDERAL AND STATE AGENCIES A WIDE RANGE OF TECHNICAL ASSISTANCE ON SAFETY, QUALITY, AND COST-EFFECTIVENESS. THE INSTITUTE'S TECHNICAL ASSISTANCE PROGRAMS INCLUDE PROVIDING INFORMATION TOOLS AND SUPPORT FOR THE BUYERS AND USERS OF HEALTHCARE TECHNOLOGY; DEVELOPING AND MAINTAINING A WORLDWIDE CLASSIFICATION SYSTEM FOR INDEXING MEDICAL DEVICES; INVESTIGATING AND ANALYZING ACCIDENTS AND EVENTS INVOLVING PATIENT SAFETY; PROVIDING ASSESSMENT AND EVALUATION OF HEALTHCARE SAFETY AND QUALITY; PROVIDING EVIDENCE-BASED RESEARCH AND EFFECTIVENESS REPORTS TO GOVERNMENT AGENCIES; CONDUCTING HANDS - ON LABORATORY TESTING TO EVALUATE THE SAFETY AND EFFICACY OF MEDICAL DEVICES THAT ARE ON THE MARKET; DESIGNING AND MAINTAINING A CLEARINGHOUSE OF CRITICAL CLINICAL GUIDELINES TO THE PUBLIC; DESIGNING AND MAINTAINING PATIENT SAFETY REPORTING AND ANALYSIS PROGRAMS; AND RUNNING A FEDERALLY CERTIFIED PATIENT SAFETY ORGANIZATION. ECRI INSTITUTE TAKES REPORTS ON MEDICAL DEVICE PROBLEMS FROM ANY MEMBER OF THE PUBLIC, ANALYZES THE PROBLEMS, AND DISSEMINATES RECOMMENDATIONS FOR SAFE PRACTICES. THE FORM FOR SUBMITTING REPORTS IS PUBLICALLY AVAILABLE. INFORMATION AND EXPERIENCE OBTAINED THROUGH SUCH ACTIVITIES ARE USED EXTENSIVELY IN ECRI INSTITUTE'S PUBLICATIONS FOR THE PUBLIC HEALTHCARE COMMUNITY, THEREBY PROMOTING AND MAKING POSSIBLE IMPROVED METHODS OF PATIENT CARE FOR THE BENEFIT OF PUBLIC HEALTH.FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE:IN PRIOR YEARS, ECRI HAD REPORTED A THIRD PROGRAM - EDUCATIONAL PROGRAMS, SEMINARS AND SYMPOSIA. IN THE AUDITED FINANCIAL STATEMENTS, THE THIRD PROGRAM WAS CONSOLIDATED INTO RESEARCH AND EVALUATION PROGRAMS, MEMBERSHIPS, PUBLICATIONS AND INFORMATION PROGRAMS AS IT WAS DETERMINED THAT THE EDUCATIONAL COMPONENT DID NOT OPERATE AS A SEPARATE PROGRAM. AS A RESULT, THE FORM 990 REPORTS THE FOLLOWING TWO PROGRAMS, AS FOLLOWS, WHICH IS CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS:- RESEARCH AND EVALUATION PROGRAMS, MEMBERSHIPS, PUBLICATION AND INFORMATION- TECHNICAL ASSISTANCE PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,970,232 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 473 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER CATALANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108256000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY VINCENT | ||||||||||
| TRUSTEE, DEV DIR, FACILITIES DIR | 41.00 | 0.00 | Yes (X) | Yes (X) | $171,997 | $0 | $30,654 | |||
| JOHN REISS PHD JD | ||||||||||
| TRUSTEE, CHAIR (THRU 06/28/18) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GORDON HUNT MD MBA | ||||||||||
| TRUSTEE, VICE CHAIR (THRU 06/28/18) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M CRANE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MAYER PHD | ||||||||||
| TRUSTEE, VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| J SANFORD SCHWARTZ MD | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRANT BAGLEY MD JD | ||||||||||
| TRUSTEE, TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RALPH MULLER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN LOCKHART MD | ||||||||||
| TRUSTEE, SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GAIL WILENSKY PHD | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD ARONS SCD | ||||||||||
| TRUSTEE, CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARCUS SCHABACKER MD PHD | ||||||||||
| CEO/TRUSTEE | 46.00 | 0.00 | Yes (X) | Yes (X) | $730,441 | $0 | $179,630 | |||
| ANTHONY MONTAGNOLO MS | ||||||||||
| EXEC VP & COO | 48.00 | 0.00 | Yes (X) | $480,268 | $0 | $37,148 | ||||
| RONNI P SOLOMON ESQ | ||||||||||
| GENERAL COUNSEL, EVP | 50.00 | 0.00 | Yes (X) | $469,367 | $0 | $33,240 | ||||
| PETER CATALANO | ||||||||||
| VICE PRESIDENT OF FINANCE | 45.00 | 0.00 | Yes (X) | $283,335 | $0 | $32,954 | ||||
| JENNIFER MYERS | ||||||||||
| VP - SELECT PROGRAM | 53.00 | 0.00 | $245,019 | $0 | $19,359 | Yes (X) | ||||
| MICHAEL ARGENTIERI | ||||||||||
| VP - MARKET DEVELOPMENT | 42.00 | 0.00 | $286,804 | $0 | $28,885 | Yes (X) | ||||
| JONATHAN TRIGG | ||||||||||
| VP OF SALES | 46.00 | 0.00 | $383,400 | $0 | $38,084 | Yes (X) | ||||
| SCOTT FRASER | ||||||||||
| CIO | 43.00 | 0.00 | $280,882 | $0 | $35,244 | Yes (X) | ||||
| JAMES ROBERTSON | ||||||||||
| AREA VP, SOUTH | 54.00 | 0.00 | $288,131 | $0 | $11,393 | Yes (X) | ||||
| STEVE FERENS | ||||||||||
| AREA VP, NORTH | 54.00 | 0.00 | $278,935 | $0 | $21,516 | Yes (X) | ||||
| KAREN SCHOELLES | ||||||||||
| MEDICAL DIRECTOR & EPC DIRECTOR | 45.00 | 0.00 | $263,574 | $0 | $20,136 | Yes (X) | ||||
| DAVID BERKOWITZ | ||||||||||
| DIRECTOR, NATIONAL ACCOUNT | 42.00 | 0.00 | $272,162 | $0 | $34,657 | Yes (X) | ||||
| DEBORAH WESLEY | ||||||||||
| REGIONAL ACCT EXECUTIVE | 41.00 | 0.00 | $255,593 | $0 | $19,831 | Yes (X) | ||||
| JEFFREY C LERNER PHD | ||||||||||
| FORMER TRUSTEE, PRESIDENT & CEO | 0.00 | 0.00 | $668,763 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,358,671 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $542,731 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 127 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DXC TECHNOLOGY SERVICES LLC | |||||
| 1775 TYSONS BLVD | TYSON | VA | 22102 | INFORMATION SYSTEMS CONTRACTOR | $1,143,093 |
| REFLECTIVE STRATEGIES LLC | |||||
| 62 EISENHOWER DRIVE | SHARON | MA | 02067 | PROFESSIONAL CONSULTING | $416,740 |
| INSTITUTE FOR SAFE MEDICATION PRACTICES | |||||
| 200 LAKESIDE DRIVE SUITE 200 | HORSHAM | PA | 19044 | HEALTHCARE TECHNOLOGY | $391,973 |
| STRATEGIC OFFSITES GROUP INC | |||||
| 388A COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PROFESSIONAL CONSULTING | $365,926 |
| KT CONNOLLY AND ASSOCIATES LLC | |||||
| 3300 PARTING BROOK COURT | CHARLOTTE | NC | 28210 | PROFESSIONAL CONSULTING | $269,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,672,708 | AllOtherContributionsAmt |
| Total Contributions | $1,672,708 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP, PUBLICATIONS | 900099 | $45,513,265 | $45,513,265 |
| TECHNICAL ASSISTANCE | 541900 | $16,175,318 | $16,175,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,688,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $712,576 | TotalRevenueColumnAmt |
| Exclusion | $712,576 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,488,399 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,683,396 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,805,003 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,805,003 | TotalRevenueColumnAmt |
| Exclusion | $1,805,003 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900002 | BusinessCd |
| Total Revenue Column | $27,599 | TotalRevenueColumnAmt |
| Exclusion | $27,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,906,469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,688,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,545,178 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,689,909 | TotalAmt |
| Program Services | $935,838 | ProgramServicesAmt |
| Management And General | $3,750,904 | ManagementAndGeneralAmt |
| Fundraising | $3,167 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,715,976 | TotalAmt |
| Program Services | $27,538,104 | ProgramServicesAmt |
| Management And General | $6,177,872 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,568,011 | TotalAmt |
| Program Services | $1,057,204 | ProgramServicesAmt |
| Management And General | $510,678 | ManagementAndGeneralAmt |
| Fundraising | $129 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,104,304 | TotalAmt |
| Program Services | $3,441,487 | ProgramServicesAmt |
| Management And General | $1,662,396 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,691,559 | TotalAmt |
| Program Services | $1,814,736 | ProgramServicesAmt |
| Management And General | $876,601 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,426 | TotalAmt |
| Management And General | $137,426 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,875 | TotalAmt |
| Management And General | $89,875 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,401,243 | TotalAmt |
| Program Services | $3,701,331 | ProgramServicesAmt |
| Management And General | $1,699,912 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,769 | TotalAmt |
| Program Services | $25,132 | ProgramServicesAmt |
| Management And General | $228,637 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872,901 | TotalAmt |
| Program Services | $979,056 | ProgramServicesAmt |
| Management And General | $893,845 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,709 | TotalAmt |
| Program Services | $30,689 | ProgramServicesAmt |
| Management And General | $684,020 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755,967 | TotalAmt |
| Program Services | $963,128 | ProgramServicesAmt |
| Management And General | $792,839 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,404 | TotalAmt |
| Program Services | $1,407,765 | ProgramServicesAmt |
| Management And General | $568,639 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,384 | TotalAmt |
| Program Services | $295,705 | ProgramServicesAmt |
| Management And General | $129,679 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $878,925 | $878,385 | $540 |
| RECRUITMENT COSTS | $548,113 | $136,209 | $411,904 |
| LIBRARY AND INFORMATION | $389,350 | $355,972 | $33,378 |
| EVENT COSTS | $152,574 | $152,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,282 | TotalAmt |
| Program Services | $409,491 | ProgramServicesAmt |
| Management And General | $148,689 | ManagementAndGeneralAmt |
| Fundraising | $11,102 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,935,681 | TotalAmt |
| Program Services | $43,970,232 | ProgramServicesAmt |
| Management And General | $18,950,408 | ManagementAndGeneralAmt |
| Fundraising | $15,041 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,635,455 | BOYAmt |
| EOY | $4,780,390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,291,727 | BOYAmt |
| EOY | $15,868,673 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,654 | BOYAmt |
| EOY | $1,374,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,784,328 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,642,309 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,162,647 | BOYAmt |
| EOY | $10,142,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,200,056 | BOYAmt |
| EOY | $35,083,488 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162,280 | BOYAmt |
| EOY | $2,042,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,146,819 | BOYAmt |
| EOY | $69,292,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,128,916 | BOYAmt |
| EOY | $4,821,773 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,600 | BOYAmt |
| EOY | $2,092,847 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,028,293 | BOYAmt |
| EOY | $27,237,320 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,934 | BOYAmt |
| EOY | $676,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,039,743 | BOYAmt |
| EOY | $34,828,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,107,076 | BOYAmt |
| EOY | $34,463,875 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,107,076 | BOYAmt |
| EOY | $34,463,875 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,146,819 | BOYAmt |
| EOY | $69,292,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,970,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,613,989 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $473,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $982,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,672,708 | CurrentTaxYearAmt |
| Total | $3,654,231 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,436,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,752,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,504,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,977,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,688,583 | CurrentTaxYearAmt |
| Total | $291,360,058 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,626,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,087,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,978,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,960,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,361,291 | CurrentTaxYearAmt |
| Total | $295,014,289 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,139,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,850,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,516,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,361,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,341,920 | CurrentTaxYearAmt |
| Total | $79,209,372 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,139,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,850,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,516,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,361,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,341,920 | CurrentTaxYearAmt |
| Total | $79,209,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $215,804,917 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,267,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,259,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $643,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,576 | CurrentTaxYearAmt |
| Total | $4,043,527 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,267,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,259,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $643,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,576 | CurrentTaxYearAmt |
| Total | $4,043,527 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $27,599 | CurrentTaxYearAmt |
| Total | $27,599 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,894,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,346,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,138,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,604,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,101,466 | CurrentTaxYearAmt |
| Total | $299,085,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.71280 | PublicSupportPY509Pct |
| Investment Income CY | 0.01350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01490 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,659,209 | OtherCostOrOtherBasisAmt |
| Book Value | $3,659,209 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,154,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,842,137 | DepreciationAmt |
| Book Value | $312,533 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,443,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,604,277 | DepreciationAmt |
| Book Value | $2,839,090 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,527,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,195,895 | DepreciationAmt |
| Book Value | $3,331,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,142,019 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 (B) AND 457 (F) PLAN | $615,090 |
| LEASE AND OTHER LONG TERM | $61,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $676,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,292,480 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,613,989 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,613,989 | RevenueNotReportedAmt |
| Revenue Subtotal | $65,906,469 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,906,469 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,935,681 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,935,681 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,935,681 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INCOME TAXES: ECRI INSTITUTE IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). NATIONAL SAFETY TECHNOLOGIES, INC., WHICH IS CURRENTLY INACTIVE, IS A C CORPORATION UNDER THE IRC. ECRI INSTITUTE QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE INSTITUTE DID NOT HAVE ANY SIGNIFICANT NET UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2015. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 1 | 6 | PROGRAM SERVICES | OFFICE IS MAINTAINED IN ENGLAND | $1,222,325 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SALESPERSON / AGENCY RELATIONSHIP | $269,403 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | MEMBERSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $1,491,728 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,491,728 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART 1, LINE 3 | FormAndLineReferenceDesc |
| Explanation | AN OFFICE IS MAINTAINED IN ENGLAND IN ORDER TO PROVIDE PUBLICATIONS, REPORTS, AND OTHER HEALTHCARE INFORMATION, TECHNICAL ASSISTANCE SERVICES, AND EDUCATIONAL PROGRAMS, ALL IN SUPPORT OF THE INSTITUTE'S MISSION (SEE FORM 990, PART 1, LINE 1) IN EUROPE AND ELSEWHERE OUTSIDE THE UNITED STATES. ECRI HAS A SALES AGENCY AGREEMENT WITH A COMPANY IN DUBAI, UAE IN ORDER TO PROVIDE PUBLICATIONS, REPORTS, AND OTHER HEALTHCARE INFORMATION, TECHNICAL ASSISTANCE SERVICES, AND EDUCATION PROGRAMS, ALL IN SUPPORT OF THE INSTITUTE'S MISSION (SEE FORM 990, PART 1, LINE 1) IN THE MIDDLE EAST. AS REPORTED IN SCHEDULE R, ECRI HAS AN AFFILIATE INCORPORATED IN MALAYSIA CALLED ECRI BERHAD. ECRI BERHAD IS MAINTAINED IN ORDER TO PROVIDE PUBLICATIONS, REPORTS, AND OTHER HEALTHCARE INFORMATION, TECHNICAL ASSISTANCE SERVICES, AND EDUCATIONAL PROGRAMS, ALL IN SUPPORT OF THE INSTITUTE'S MISSION (SEE FORM 990, PART 1, LINE 1) IN EAST ASIA/ THE PACIFIC AND ELSEWHERE OUTSIDE THE UNITED STATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY VINCENT | ||||||||||||||
| TRUSTEE, DEV DIR, FACILITIES DIR | $163,501 | $0 | $0 | $0 | $8,496 | $0 | $6,900 | $0 | $23,754 | $0 | $202,651 | $0 | $0 | $0 |
| MARCUS SCHABACKER MD PHD | ||||||||||||||
| CEO/TRUSTEE | $722,722 | $0 | $0 | $0 | $7,719 | $0 | $151,000 | $0 | $28,630 | $0 | $910,071 | $0 | $0 | $0 |
| ANTHONY MONTAGNOLO MS | ||||||||||||||
| EXEC VP & COO | $477,639 | $0 | $0 | $0 | $2,629 | $0 | $11,000 | $0 | $26,148 | $0 | $517,416 | $0 | $0 | $0 |
| RONNI P SOLOMON ESQ | ||||||||||||||
| GENERAL COUNSEL, EVP | $454,872 | $0 | $0 | $0 | $14,495 | $0 | $11,000 | $0 | $22,240 | $0 | $502,607 | $0 | $0 | $0 |
| PETER CATALANO | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $281,528 | $0 | $0 | $0 | $1,807 | $0 | $11,000 | $0 | $21,954 | $0 | $316,289 | $0 | $0 | $0 |
| JENNIFER MYERS | ||||||||||||||
| VP - SELECT PROGRAM | $242,453 | $0 | $0 | $0 | $2,566 | $0 | $9,810 | $0 | $9,549 | $0 | $264,378 | $0 | $0 | $0 |
| MICHAEL ARGENTIERI | ||||||||||||||
| VP - MARKET DEVELOPMENT | $278,669 | $0 | $0 | $0 | $8,135 | $0 | $0 | $0 | $28,885 | $0 | $315,689 | $0 | $0 | $0 |
| JONATHAN TRIGG | ||||||||||||||
| VP OF SALES | $364,231 | $0 | $15,000 | $0 | $4,169 | $0 | $11,000 | $0 | $27,084 | $0 | $421,484 | $0 | $0 | $0 |
| SCOTT FRASER | ||||||||||||||
| CIO | $279,047 | $0 | $0 | $0 | $1,835 | $0 | $11,000 | $0 | $24,244 | $0 | $316,126 | $0 | $0 | $0 |
| JAMES ROBERTSON | ||||||||||||||
| AREA VP, SOUTH | $277,746 | $0 | $6,000 | $0 | $4,385 | $0 | $11,000 | $0 | $393 | $0 | $299,524 | $0 | $0 | $0 |
| STEVE FERENS | ||||||||||||||
| AREA VP, NORTH | $267,178 | $0 | $10,000 | $0 | $1,757 | $0 | $11,000 | $0 | $10,516 | $0 | $300,451 | $0 | $0 | $0 |
| KAREN SCHOELLES | ||||||||||||||
| MEDICAL DIRECTOR & EPC DIRECTOR | $255,112 | $0 | $0 | $0 | $8,462 | $0 | $10,327 | $0 | $9,809 | $0 | $283,710 | $0 | $0 | $0 |
| DAVID BERKOWITZ | ||||||||||||||
| DIRECTOR, NATIONAL ACCOUNT | $267,591 | $0 | $0 | $0 | $4,571 | $0 | $11,000 | $0 | $23,657 | $0 | $306,819 | $0 | $0 | $0 |
| DEBORAH WESLEY | ||||||||||||||
| REGIONAL ACCT EXECUTIVE | $252,264 | $0 | $2,000 | $0 | $1,329 | $0 | $10,282 | $0 | $9,549 | $0 | $275,424 | $0 | $0 | $0 |
| JEFFREY C LERNER PHD | ||||||||||||||
| FORMER TRUSTEE, PRESIDENT & CEO | $0 | $0 | $0 | $0 | $668,763 | $0 | $0 | $0 | $0 | $0 | $668,763 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | RELEVANT INFO REGARDING DUES PAID IN BEHALF OF OR TO A PERSON LISTED IN PART VI, SECTION A, LINE IA: IN 2018 DUES IN THE AMOUNT OF $11,102 WERE PAID ON BEHALF OF TWO TRUSTEES/EMPLOYEES FOR THE BUSINESS PURPOSE OF CONDUCTING FUNDRAISING ACTIVITIES AND BUSINESS MEETINGS, AND SECURING MEETING FACILITIES. THESE EXPENSES WERE NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | DOES THE ORGANIZATION FOLLOW WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES DESCRIBED IN LINE IA? - YES, SUCH PAYMENTS AND REIMBURSEMENTS ARE MADE IN ACCORDANCE WITH THE ORGANIZATION'S STANDARD WRITTEN POLICIES WHICH REQUIRE THAT EXPENSES HAVE A GENUINE BUSINESS PURPOSE AND THAT SUCH EXPENSES HAVE PROPER AUTHORIZATION, DOCUMENTATION, AND REVIEW AND APPROVAL. |
| PART I, LINES 4A-B | JEFFREY C. LERNER, PHD, RECEIVED A SEVERANCE PAYMENT OF $668,763 IN 2018. MARCUS SCHABACKER PARTICIPATED IN A 457(F) PLAN DURING 2018. |
| PART I, LINE 5 | DID THE ORGANIZATION PAY OR ACCRUE ANY COMPENSATION CONTINGENT ON THE REVENUES OF THE ORGANZIATION? - IN ORDER TO ACCOMPLISH ITS MISSION TO IMPROVE PUBLIC HEALTH AND SAFETY, IT IS NECESSARY TO HIRE, MOTIVATE AND RETAIN QUALIFIED EMPLOYEES PRIMARILY RESPONSIBLE FOR BUSINESS DEVELOPMENT. THESE POSITIONS REQUIRE EXTENSIVE KNOWLEDGE OF HEALTHCARE ISSUES AND INSTITUTE CAPABILITIES, THE ABILITY TO EFFECTIVELY COMMUNICATE WITH HEALTHCARE PROFESSIONALS AT ALL LEVELS, AND OTHER CRITICAL SKILLS. FOR THE POSITIONS, THE ORGANIZATION PROVIDES A BASE SALARY COMBINED WITH A PAY COMPONENT WHICH IS CONTINGENT ON REVENUES FOR SELECTED ACTIVITIES IN ORDER TO REWARD REVENUE GENERATION FOR BUSINESS DEVELOPMENT WHILE ENSURING THAT A PORTION OF COMPENSATION IS AT RISK. IN FORM 990, PART VII, SECTION A, THERE ARE FIVE(5) EMPLOYEES WHO RECEIVED SUCH COMPENSATION: JONATHAN TRIGG, VICE PRESIDENT OF SALES; JAMES ROBERTSON, AREA VP SOUTH SALES; STEVE FERENS, AREA VP NORTH SALES; DAVID BERKOWITZ, DIRECTOR, NATIONAL ACCOUNTS; DEBORAH WESLEY, REGIONAL ACCOUNT EXECUTIVE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | ECRI INSTITUTE IS AN INDEPENDENT NONPROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF SAFETY, QUALITY, AND COST-EFFECTIVENESS ACROSS ALL CARE SETTINGS. OUR GOAL IS TO BE THE WORLD'S MOST TRUSTED, INDEPENDENT, ORGANIZATION PROVIDING HEALTHCARE STAKEHOLDERS CRITICAL RESEARCH, SCIENTIFIC-BASED INSIGHTS, ACTIONABLE RECOMMENDATIONS, EDUCATION AND CONSULTATION TO ENSURE HEALTHCARE PRACTITIONERS ARE ADMINISTERING SAFE, COST-EFFECTIVE CARE IN ALL HEALTHCARE DELIVERY SETTINGS. ECRI INSTITUTE'S STRATEGY FOR ACHIEVING OUR MISSION AND GOALS INCLUDES: 1. CONDUCTING INVESTIGATIONS AND STUDIES THAT IDENTIFY, DEVELOP, ASSESS, AND VERIFY EVIDENCE ABOUT THE QUALITY, SAFETY, AND COST EFFECTIVENESS OF HEALTHCARE TECHNOLOGIES, PRACTICES, AND FACILITIES. 2. DISSEMINATING INFORMATION, JUDGMENT, GUIDANCE, AND RESEARCH CONCLUSIONS THROUGH MEMBERSHIP PROGRAMS, PUBLICATIONS, EDUCATIONAL PROGRAMS, AND CONSULTATION. 3. DEVELOPING INFORMATION TOOLS FOR THE BUYERS AND USERS OF HEALTHCARE TECHNOLOGY AND SERVICES THAT MAKE INFORMED DECISION MAKING POSSIBLE. 4. ESTABLISHING POLICIES TO ENSURE AN INTERNAL CULTURE OF SAFETY, OBJECTIVITY AND INTEGRITY. 5. COLLECTING, ORGANIZING, AND DISSEMINATING OBJECTIVE, TECHNICALLY ACCURATE INFORMATION THAT PREVENTS INJURY AND ILLNESS AND BENEFITS PATIENT CARE. 6. REMAINING INDEPENDENT AND UNBIAS REGARDING HEALTHCARE PRODUCTS AND PRACTICES ENABLING HEALTHCARE ORGANIZATIONS TO IMPROVE QUALITY, REDUCE COST AND ACHIEVE THE BEST PATIENT OUTCOMES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE CONTROLLER WITH INPUT FROM OTHERS AS NEEDED, INCLUDING AN INDEPENDENT ACCOUNTING FIRMS REVIEW. A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE. THEREAFTER, THE PRELIMINARY FORM 990 IS SENT TO EACH OFFICER AND TRUSTEE FOR THEIR REVIEW AND COMMENTS, AND ALL QUESTIONS AND COMMENTS ARE RESPONDED TO. IN ADDITION, THE FORM 990 IS REVIEWED AND DISCUSSED WITH THE GOVERNING BOARD'S AUDIT AND COMPLIANCE COMMITTEE AND THEREAFTER WITH THE TRUSTEES. AFTER THE ABOVE-DESCRIBED REVIEWS AND DISCUSSIONS, THE FINAL FORM 990 IS SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF RECEIVE A CODE OF CONDUCT AND BUSINESS ETHICS MANUAL THAT SETS FORTH THE INSTITUTIONAL PRINCIPLES, MISSION, GOALS, CONFLICT OF INTEREST RULES, AND OTHER MATTERS RELATED TO QUALITY AND ACCOUNTABILITY. THE BOARD OF TRUSTEES HAS ESTABLISHED THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND REQUIRES THAT EACH EMPLOYEE AND TRUSTEE ANNUALLY RESPONDS TO A QUESTIONNAIRE WITH A CERTIFICATION THAT THERE IS NO CONFLICT OF INTEREST THAT HAS NOT BEEN DISCLOSED AND APPROPRIATELY ADJUDICATED. THE BOARD OF TRUSTEES HAS DIRECTED THE EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL AND THE VICE PRESIDENT OF FINANCE TO REVIEW EACH CERTIFICATION AND TO ENSURE ADHERENCE WITH THIS POLICY. THE ORGANIZATION ALSO MAINTAINS A HOTLINE NUMBER FOR STAFF TO REPORT POSSIBLE VIOLATIONS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THAT INSTANCES THAT MIGHT OCCUR DURING THE YEAR AND WOULD REQUIRE DISCLOSURE UNDER THE POLICY BE PROMPTLY REPORTED TO THE EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL AND THE VICE PRESIDENT OF FINANCE FOR THEIR REVIEW AND ADJUDICATION. THE BOARD OF TRUSTEES TAKES APPROPRIATE ACTION IF THERE IS ANY NON-COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS SUBJECT TO THE REVIEW AND APPROVAL OF THE BOARD OF TRUSTEES, MEETING IN EXECUTIVE SESSION WITH NO INVOLVEMENT BY PERSONS HAVING A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS AT ISSUE. THE COMPENSATION COMMITTEE OF THE BOARD, WHICH IS SOLELY COMPRISED OF INDEPENDENT TRUSTEES, REVIEWS AND ANALYZES PERFORMANCE AND COMPARABILITY DATA AND MAKES A RECOMMENDATION TO THE FULL BOARD. THE PROCESS INCLUDES THE USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING SUCH COMPENSATION ARRANGEMENTS. THE ORGANIZATION'S PROCESS INVOLVES DATA FROM COMPENSATION SURVEYS, THE PERIODIC USE OF AN INDEPENDENT COMPENSATION CONSULTANT, AND OTHER SOURCES OF COMPARABILITY DATA. COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, FOR THE EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL, AND FOR THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PROCESS INCLUDES THE USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PROCESS ALSO INCLUDES DISCUSSION, ADVICE AND OVERSIGHT BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHICH REPORTS TO THE FULL BOARD OF TRUSTEES. PERTINENT INFORMATION AND OTHER SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE ORGANIZATIONS PROCESS INVOLVES DATA FROM COMPENSATION SURVEYS, THE PERIODIC USE OF AN INDEPENDENT COMPENSATION CONSULTANT, AND OTHER SOURCES OF COMPARABILITY DATA. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND OTHER TOP MANAGERS REVIEW THE COMPENSATION FOR KEY EMPLOYEES OTHER THAN THOSE MENTIONED ABOVE. THE ORGANIZATION ALSO USES ITS HUMAN RESOURCES DEPARTMENT TO REVIEW COMPENSATION AND SALARY INCREASES BASED ON SALARY SURVEY DATA AND COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS AND JOB FUNCTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | BOTH THE VICE PRESIDENT OF FINANCE AND THE EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL ARE RESPONSIBLE FOR MAKING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND OTHER DOCUMENTS (ECRI INSTITUTE'S "PUBLIC FILE") AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THIS IS ACCOMPLISHED BY ANNOUNCING THE AVAILABILITY OF THE PUBLIC FILE AND THE PROCESS BY WHICH IT MAY BE INSPECTED OR COPIES OBTAINED, SUCH ANNOUNCEMENT BEING POSTED ON THE INSTITUTE'S WEBSITE AND BEING POSTED IN A PUBLIC AREA OF ITS FACILITIES. THE ORGANIZATION'S FORM 990 IS ALSO PUBLICLY AVAILABLE AT WWW.GUIDESTAR.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ECRI LABORATORIES | ||||||||||||||
| 5200 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | 232053202 | INACTIVE | PA | 501(C)(3) | INACTIVE | ECRI INSTITUTE | Yes (1) | ||||
| WHITEMARSH INSTITUTE | ||||||||||||||
| 5200 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | 232996964 | INACTIVE | PA | 501(C)(3) | INACTIVE | ECRI INSTITUTE | Yes (1) | ||||
| ECRI SHARED SERVICES | ||||||||||||||
| 5200 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | 232056173 | INACTIVE | PA | 501(C)(3) | INACTIVE | ECRI INSTITUTE | Yes (1) | ||||
| ECRI BHD | ||||||||||||||
| IMPROVE HEALTHCARE | N/A | N/A | ECRI INSTITUTE | Yes (1) | 11 3 10 JALAN 3 109F DANAU BUSINESS | KUALA LUMPUR | MY | MY | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ECRI INC | ||||||||||
| 5200 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | 232082955 | INACTIVE | PA | ECRI INSTITUTE | C | 1.00000 | Yes (1) |
| NATIONAL SAFETY TECHNOLOGIES | ||||||||||
| 5200 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | 232491322 | INACTIVE | PA | ECRI INSTITUTE | C | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECRI BHD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $464,466 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL COSTS | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1L | FormAndLineReferenceDesc |
| Explanation | ECRI INSTITUTE INCURS COSTS FOR DEVELOPING, PRINTING AND DISTRIBUTING PUBLICATIONS AND OTHER INFORMATION FOR THE BENEFIT OF ECRI BHD., AN AFFILIATE INCORPORATED IN MALAYSIA. ECRI INSTITUTE ALSO INCURS COSTS FOR TECHNICAL ASSISTANCE AND ADMINISTRATIVE SUPPORT PROVIDED TO ECRI BHD. THE FAIR VALUE OF SUCH COSTS IS DETERMINED AT AN ARMS-LENGTH BASIS, AND IS REIMBURSED TO ECRI INSTITUTE BY ECRI BHD. IN 2018, THE PAYMENT RECEIVED BY ECRI INSTITUTE FOR SUCH CHARGES WAS $464,466, APPROXIMATELY 0.74% OF ECRI INSTITUTE'S TOTAL EXPENSES. 100% OF THIS AMOUNT IS RELATED TO THE SAME EXEMPT PURPOSE AS THAT FOR THE CONTROLLING ENTITY, ECRI INSTITUE, AND IS NOT UNRELATED BUSINESS INCOME. SINCE PAYMENT IS REIMBURSEMENT OF ACTUAL COSTS INCURRED BY THE CONTROLLING ENTITY, ECRI INSTITUTE, THERE IS NO NET INCOME FROM THIS TRANSACTION. | ExplanationTxt |
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