2019-06-24T12:02:22-05:00 2018-12-31 273174787 POLAN & HOLLIS LLC 2273 RESEARCH BLVD 520 ROCKVILLE MD 20850 990 2018-01-01 522102558 NATIONAL INSTITUTE FOR HEALTH CARE MGMT RESEARCH & EDUCATIONAL FOUNDATION NATI 2022964426 1225 19TH STREET NW NO 710 WASHINGTON DC 20036 NANCY CHOCKLEY PRESIDENT & CEO 2022964426 2019-06-19 1 JOHN D HOLLIS CPA P00892740 3012161120 2019-05-29 173.166.158.62 2019-06-19 14:48:58 ED P 84E646D1B1E28156F5CFFC422A06EC4730AD5DCD 84E646D1B1E28156F5CFFC422A06EC4730AD5DCD 2018 2019-02-21 02:37:17Z NANCY CHOCKLEY 1225 19TH STREET NW NO 710 WASHINGTON DC 20036 2592685 0 1 X WWW.NIHCM.ORG X 1998 DC THE FOUNDATION'S PURPOSE IS TO CONDUCT RESEARCH, HOLD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 16 16 6 0 0 0 1599000 2044550 9995 0 146329 205574 0 0 1755324 2250124 544519 636768 0 0 1022730 1110138 0 0 0 707149 749071 2274398 2495977 -519074 -245853 8854156 8463258 895707 1213835 7958449 7249423 TO CONDUCT RESEARCH, EDUCATIONAL FORUMS, DISCUSSION GROUPS & DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE & INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY & REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 0 0 805530 CONDUCTED RESEARCH, HELD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTED EDUCATIONAL MATERIAL TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 368219 CONDUCTED AN AWARDS PROGRAM TO INSPIRE AND REWARD SIGNIFICANT CONTRIBUTIONS MADE IN THE HEALTH CARE MANAGEMENT FIELD THROUGH RESEARCH PAPERS, PRINT JOURNALISM, TELEVISION AND RADIO JOURNALISM, AND DIGITAL MEDIA. 960544 636768 NIHCM GRANTS PROGRAM: AWARDED GRANTS FOR INVESTIGATOR-INITIATED RESEARCH WITH POTENTIAL TO INFORM IMPROVEMENTS TO THE U.S. HEALTH CARE SYSTEM BY ADVANCING THE EXISTING KNOWLEDGE BASE IN THE AREAS OF HEALTH CARE FINANCING, DELIVERY, MANAGEMENT AND/OR POLICY. AWARDED ADDITIONAL GRANTS TO JOURNALISTS TO PROVIDE FUNDING FOR HEALTH REPORTING, EDUCATIONAL OPPORTUNITIES FOR HEALTH CARE REPORTERS, AND PUBLIC ENGAGEMENT CAMPAIGNS FOR HEALTH-RELATED DOCUMENTARY FILMS. 2134293 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 6 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X CORPORATION 2022964426 1225 19TH STREET NW WASHINGTON DC 20036 DAVID PANKAU CHAIRMAN 2.00 X X 0 0 0 JOHN FORSYTH DIRECTOR 2.00 X 0 0 0 CURTIS BARNETT DIRECTOR 2.00 X 0 0 0 PATRICK GERAHGTY DIRECTOR 2.00 X 0 0 0 DANIEL HILFERTY DIRECTOR 2.00 X 0 0 0 GAIL BOUDREAUX DIRECTOR 2.00 X 0 0 0 JEFF ROE DIRECTOR 2.00 X 0 0 0 KEVIN CONLIN DIRECTOR 2.00 X 0 0 0 PAULA STEINER DIRECTOR 2.00 X 0 0 0 ANDREW DREYFUS DIRECTOR 2.00 X X 0 0 0 JD HICKEY MD DIRECTOR 2.00 X 0 0 0 PATRICK CONWAY MD DIRECTOR 2.00 X 0 0 0 CRAIG SAMITT MD DIRECTOR 2.00 X 0 0 0 W DAVID HELMS PHD DIRECTOR 2.00 X 0 0 0 DAVID W ANDERSON DIRECTOR 2.00 X 0 0 0 DANIEL J LOEPP VICE CHAIRMAN 2.00 X 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 15.00 25.00 X 0 241162 35239 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 40.00 X 188531 0 41968 KATHERINE SANTORO PROGRAM DIRECTOR 34.00 6.00 X 97333 31918 38258 285864 273080 115465 1 0 1 0 0 175000 1869550 2044550 195761 195761 352374 342561 9813 9813 9813 2250124 0 0 205574 X 636768 636768 241161 203039 38122 484447 377930 106517 103792 81789 22003 232330 180860 51470 48408 37827 10581 3750 3750 40835 40835 331758 310764 20994 1248 1248 12052 8978 3074 123896 95886 28010 2813 2769 44 19154 19122 32 55999 35231 20768 4664 1815 2849 AWARDS 85447 84947 500 COMPUTER EXPENSES 19196 15115 4081 TELEPHONE 10646 8233 2413 EQUIPMENT RENTAL 9166 7050 2116 28447 24922 3525 2495977 2134293 361684 0 1197967 1306785 128500 6414 10942 7538 7605042 6986187 40205 27834 8854156 8463258 54065 45259 681798 875553 159844 293023 895707 1213835 X 7958449 7120923 128500 7958449 7249423 8854156 8463258 -245853 -463173 0 X X 0 1 X 1 0 X 1416720 1596194 1809842 1608995 2044550 8476301 1416720 1596194 1809842 1608995 2044550 8476301 5209788 3266513 148730 142027 148899 146329 205574 791559 9267860 0.35250 0.37030 X 0 DUE TO AFFILIATE 293023 293023 X 1786951 -463173 -463173 2250124 0 2250124 2495977 0 2495977 0 2495977 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT ON UNRELATED ACTIVITIES, UNDER THE PROVISIONS OF SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, AS THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION IS SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS PRECEDING THE CURRENT YEAR END. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUBSTAINED ON EXAMINATION. 1 BCBS OF MASSACHUSETTS FOUNDATION 401 PARK DRIVE BOSTON MA 02115 043148824 4947(A)(1)CT 19000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. ALLIANCE FOR HEALTH POLICY 1444 EYE STREET NW WASHINGTON DC 20005 521746328 501(C)(3) 53200 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING FILE 52095 LOS ANGELES CA 90074 951642394 501(C)(3) 55376 EXEMPT PURPOSE RELATED JOURNALISM GRANT. UNIVERSITY OF PENNSYLVANIA PO BOX 785541 PHILADELPHIA PA 19178 231352685 501(C)(3) 66538 EXEMPT PURPOSE RELATED RESEARCH GRANT. VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843039 RICHMOND VA 23284 546001758 501(C)(3) 58740 EXEMPT PURPOSE RELATED RESEARCH GRANT. YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 88607 EXEMPT PURPOSE RELATED RESEARCH GRANT. EVIDENCE FOR HEALTHCARE IMPROVEMENT 2 LIBERTY SQUARE 9TH FLOOR BOSTON MA 02109 463250612 58640 EXEMPT PURPOSE RELATED RESEARCH GRANT. NYU SCHOOL OF MEDICINE PO BOX 415026 BOSTON MA 02241 135562308 501(C)(3) 60620 EXEMPT PURPOSE RELATED RESEARCH GRANT. PRESIDENT AND FELLOWS OF HARVARD PO BOX 415649 BOSTON MA 02241 042103580 501(C)(3) 59165 EXEMPT PURPOSE RELATED RESEARCH GRANT. KINDLING GROUP 4021 N BROADWAY STREET CHICAGO IL 60613 364478085 10000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. MILWAUKEE JOURNAL SENTINEL 333 W STATE STREET MILWAUKEE WI 53203 391178025 40000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. PBS NEWSHOURWETA 50000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. RED ANTELOPE FILMS 7 CROMBIE STREET UNIT 13 SALEM MA 01970 453113475 10000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. IKANA MEDIA 323 WEST 84TH STREET 2 NEW YORK NY 10024 471120709 10000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. WNET 825 EIGHT AVENUE 14TH FLOOR NEW YORK NY 10019 262810489 501(C)(3) 10000 EXEMPT PURPOSE RELATED JOURNALISM GRANT. VARIOUS PRIOR YEAR GRANTEES UNEXPENDED FUNDS -13118 UNEXPENDED EXEMPT PURPOSE RELATED RESEARCH GRANT ADJUSTMENTS. X X X X 0 0 0 0 0 0 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 0 241162 0 0 0 0 0 19252 0 15987 0 276401 0 0 JULIE SCHOENMAN RESEARCH & QUALITY DIR. 188531 0 0 0 0 0 28280 0 13688 0 230499 0 0 0 KATHERINE SANTORO PROGRAM DIRECTOR 97333 31918 0 0 0 0 14600 5743 12863 5052 124796 42713 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - DRAFT OF 990 PROVIDED TO PRESIDENT & CEO FOR REVIEW PRIOR TO SIGNATURE AND FILING. AUDITED FINANCIAL STATEMENTS, FROM WHICH 990 IS PREPARED, ARE REVIEWED WITH AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORED ON AN ONGOING BASIS DURING REGULARLY SCHEDULED BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15 BOARD COMPENSATION COMMITTEE REVIEWS AND SETS CEO COMPENSATION. CEO RESEARCHES AND SETS ALL OTHER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G PROGRAM ADVISORY CONSULTANTS: PROGRAM SERVICE EXPENSES 202,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,000. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 108,764. MANAGEMENT AND GENERAL EXPENSES 20,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,758. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE YEAR. NAT'L INSTITUTE FHEALTH CARE MGMT 1225 19TH ST NW SUITE 710 WASHINGTON DC 20036 521841060 RESEARCH & MEMBER SUPPORT DC 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NIHCM LLC C 175000 ACCRUAL NIHCM LLC O 623616 ACCRUAL NIHCM LLC N 234714 ACCRUAL NIHCM LLC P 858330 ACCRUAL