NATIONAL INSTITUTE FOR HEALTH CARE MANAGEMENT RESEARCH EDUC FDN: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NATIONAL INSTITUTE FOR HEALTH CARE MANAGEMENT RESEARCH EDUC FDN (EIN 52-2102558)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-25
IRS object ID
201702689349300010
Schema version
2016v3.0
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)
Return2017-09-25T08:51:45-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273174787PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POLAN & HOLLIS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12273 RESEARCH BLVD 520AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522102558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL INSTITUTE FOR HEALTH CAREBusinessNameLine1Txt
Business Name Line2MGMT RESEARCH & EDUCATIONAL FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone2022964426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 19TH STREET NW NO 710AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY CHOCKLEYPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2022964426PhoneNum
Signature2017-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN D HOLLIS CPAPreparerPersonNm
PTINP00892740PTIN
Phone3012161120PhoneNum
Preparation2017-09-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.166.158.62IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-25IPDt
IP Tm09:51:31IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2D7E2B2169D1F12A0F0813EDE2EF37A23E226C2FAtSubmissionCreationDeviceId
At Submission Filing Device Id18BFFF4BF6A017BADBE41E5F8D963C0D14AD7870AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNANCY CHOCKLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 19TH STREET NW NO 710AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,603,328GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NIHCM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,596,194PYContributionsGrantsAmt
CY Contributions Grants$2,435,214CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$142,027PYInvestmentIncomeAmt
CY Investment Income$148,899CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,738,221PYTotalRevenueAmt
CY Total Revenue$2,584,113CYTotalRevenueAmt
PY Grants And Similar Paid$491,473PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$544,894CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$853,865PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$950,431CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$784,046PYOtherExpensesAmt
CY Other Expenses$748,032CYOtherExpensesAmt
PY Total Expenses$2,129,384PYTotalExpensesAmt
CY Total Expenses$2,243,357CYTotalExpensesAmt
PY Revenues Less Expenses-$391,163PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$340,756CYRevenuesLessExpensesAmt
Total Assets BOY$7,580,235TotalAssetsBOYAmt
Total Assets EOY$8,533,575TotalAssetsEOYAmt
Total Liabilities BOY$508,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$758,255TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,071,472NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,775,320NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$787,611ExpenseAmt
DescCONDUCTED 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$283,842ExpenseAmt
DescCONDUCTED 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$784,536ExpenseAmt
Grant$544,894GrantAmt
DescNIHCM 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,855,989TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022964426PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 19TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID PANKAU
VICE-CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
JOHN FORSYTH
DIRECTOR2.00Yes (X)$0$0$0
CURTIS BARNETT
DIRECTOR2.00Yes (X)$0$0$0
PATRICK GERAHGTY
DIRECTOR2.00Yes (X)$0$0$0
DANIEL HILFERTY
DIRECTOR2.00Yes (X)$0$0$0
ROBERT A MARINO
DIRECTOR2.00Yes (X)$0$0$0
JEFF ROE
DIRECTOR2.00Yes (X)$0$0$0
J BRADLEY WILSON
DIRECTOR2.00Yes (X)$0$0$0
PAULA STEINER
DIRECTOR2.00Yes (X)$0$0$0
ANDREW DREYFUS
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
JD HICKEY MD
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL J GUYETTE
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH R SWEDISH
DIRECTOR2.00Yes (X)$0$0$0
W DAVID HELMS PHD
DIRECTOR2.00Yes (X)$0$0$0
DAVID W ANDERSON
DIRECTOR2.00Yes (X)$0$0$0
DANIEL J LOEPP
DIRECTOR2.00Yes (X)$0$0$0
NANCY CHOCKLEY
PRESIDENT & CEO12.00Yes (X)$0$173,489$22,43128.00
JULIE SCHOENMAN
RESEARCH & QUALITY DIR.40.00$181,000$0$36,565Yes (X)
KATHERINE SANTORO
PROGRAM DIRECTOR40.00$132,000$0$35,602Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$313,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$173,489TotReportableCompRltdOrgAmt
Total Other Compensation$94,598TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$775,372RelatedOrganizationsAmt
All Other Contributions$1,659,842AllOtherContributionsAmt
Total Contributions$2,435,214TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,021TotalRevenueColumnAmt
Exclusion$144,021ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,024,093SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,019,215SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,878SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,878TotalRevenueColumnAmt
Exclusion$4,878ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,584,113TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$148,899ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$544,894TotalAmt
Program Services$544,894ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$173,491TotalAmt
Program Services$120,871ProgramServicesAmt
Management And General$52,620ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$444,492TotalAmt
Program Services$352,137ProgramServicesAmt
Management And General$92,355ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$69,633TotalAmt
Program Services$51,949ProgramServicesAmt
Management And General$17,684ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$230,916TotalAmt
Program Services$179,321ProgramServicesAmt
Management And General$51,595ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,899TotalAmt
Program Services$23,142ProgramServicesAmt
Management And General$8,757ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,071TotalAmt
Management And General$22,071ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,855TotalAmt
Management And General$41,855ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,545TotalAmt
Program Services$2,545ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,308TotalAmt
Program Services$8,661ProgramServicesAmt
Management And General$3,647ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$117,182TotalAmt
Program Services$88,255ProgramServicesAmt
Management And General$28,927ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,142TotalAmt
Program Services$2,019ProgramServicesAmt
Management And General$123ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$77,352TotalAmt
Program Services$66,736ProgramServicesAmt
Management And General$10,616ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,800TotalAmt
Program Services$8,669ProgramServicesAmt
Management And General$12,131ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,426TotalAmt
Program Services$2,372ProgramServicesAmt
Management And General$3,054ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ADVISORY CONSULTANTS$193,000$193,000
OUTSIDE SERVICES$123,466$111,006$12,460
AWARDS$52,870$52,870
COMPUTER EXPENSES$15,405$11,036$4,369

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$61,610TotalAmt
Program Services$36,506ProgramServicesAmt
Management And General$25,104ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,243,357TotalAmt
Program Services$1,855,989ProgramServicesAmt
Management And General$387,368ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$699,455BOYAmt
EOY$1,695,269EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$12,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$3,516EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,224BOYAmt
EOY$9,909EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,820,504BOYAmt
EOY$6,760,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$37,052BOYAmt
EOY$52,575EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,580,235BOYAmt
EOY$8,533,575EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,609BOYAmt
EOY$32,589EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$442,154BOYAmt
EOY$582,481EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$143,185EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$508,763BOYAmt
EOY$758,255EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,071,472BOYAmt
EOY$7,659,820EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$115,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,071,472BOYAmt
EOY$7,775,320EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,580,235BOYAmt
EOY$8,533,575EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$340,756ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$363,108NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$16PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$893,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,456,186CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,416,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,596,194CurrentTaxYearMinus1YearAmt
Current Tax Year$2,435,214CurrentTaxYearAmt
Total$7,798,155TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$893,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,456,186CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,416,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,596,194CurrentTaxYearMinus1YearAmt
Current Tax Year$2,435,214CurrentTaxYearAmt
Total$7,798,155TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,451,784SubstantialContributorsTotAmt
Public Support Total170$3,346,371PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$167,656CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,730CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,027CurrentTaxYearMinus1YearAmt
Current Tax Year$148,899CurrentTaxYearAmt
Total$742,757TotalAmt
FieldValueIRS element (for citing)
Total Support$8,540,912TotalSupportAmt
Public Support CY1700.39180PublicSupportCY170Pct
Public Support PY1700.40780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$143,185Amt
FieldValueIRS element (for citing)
Total Liability$143,185TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,947,205TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$363,092NetUnrealizedGainsInvstAmt
Revenue Not Reported$363,092RevenueNotReportedAmt
Revenue Subtotal$2,584,113RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,584,113TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,243,358TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,243,358ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,243,358TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT BELIEVES THAT THE FOUNDATION'S STATUS AS A NON-TAXABLE ENTITY WOULD BE SUSTAINED IF CHALLENGED BY A TAX AUTHORITY. 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
BCBS OF MASSACHUSETTS FOUNDATION
401 PARK DRIVEBOSTONMA021150431488244947(A)(1)CT$18,500EXEMPT PURPOSE RELATED JOURNALISM GRANT.
TINY TOWER LLC (FOR HEALTHCARE TRIAGE)
916 E WESTFIELD BLVD SUITE 300INDIANAPOLISIN46220472322192N/A$12,000EXEMPT PURPOSE RELATED JOURNALISM GRANT.
YALE UNIVERSITY
25 SCIENCE PARK 3RD FLOORNEW HAVENCT06511060646973501(C)(3)$67,570EXEMPT PURPOSE RELATED RESEARCH GRANT
UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BLDG 4300 TERRAPINCOLLEGE PARKMD20742526002033501(C)(3)$50,000EXEMPT PURPOSE RELATED RESEARCH GRANTTRAIL
UNIVERSITY OF MASS AMHERST
300 MASSACHUSETTS AVEAMHERSTMA01003043167352501(C)(3)$48,000EXEMPT PURPOSE RELATED RESEARCH GRANT
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 320RPBOSTONMA02115041679980501(C)(3)$49,190EXEMPT PURPOSE RELATED RESEARCH GRANT
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA ST STE 102LOS ANGELESCA90089951642394501(C)(3)$50,000EXEMPT PURPOSE RELATED RESEARCH GRANT
UNIVERSITY OF LOUISVILLE
300 EAST MARKET STREET SUITE 300LOUISVILLEKY40202611029626501(C)(3)$56,134EXEMPT PURPOSE RELATED RESEARCH GRANT
ALLIANCE FOR HEALTH REFORM
1444 EYE STREET NWWASHINGTONDC20005521746328501(C)(3)$98,565EXEMPT PURPOSE RELATED JOURNALISM GRANT.
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016530196549501(C)(3)$20,000EXEMPT PURPOSE RELATED JOURNALISM GRANT.
UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSORED PROJECTS ACCOUNTING FILELOS ANGELESCA90074951642394501(C)(3)$50,935EXEMPT PURPOSE RELATED JOURNALISM GRANT.52095
UNIVERSITY OF WASHINGTON
407 GERBERDING HALLSEATTLEWA98195943079432501(C)(3)$24,000EXEMPT PURPOSE RELATED RESEARCH GRANT

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
NANCY CHOCKLEY
PRESIDENT & CEO$0$173,489$0$0$0$0$0$13,989$0$8,442$0$195,920$0$0
JULIE SCHOENMAN
RESEARCH & QUALITY DIR.$176,000$0$5,000$0$0$0$27,150$0$9,415$0$217,565$0$0$0
KATHERINE SANTORO
PROGRAM DIRECTOR$127,000$0$5,000$0$0$0$19,800$0$15,802$0$167,602$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 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 12CMONITORED ON AN ONGOING BASIS DURING REGULARLY SCHEDULED BOARD MEETINGS
FORM 990, PART VI, SECTION B, LINE 15BOARD COMPENSATION COMMITTEE REVIEWS AND SETS CEO COMPENSATION. CEO RESEARCHES AND SETS ALL OTHER COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2C:NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE YEAR.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NAT'L INSTITUTE FHEALTH CARE MGMTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 19TH ST NW SUITE 710AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
EIN521841060EIN
Primary ActivitiesRESEARCH & MEMBER SUPPORTPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NIHCM LLC
C$775,372ACCRUAL
NIHCM LLC
O$425,217ACCRUAL
NIHCM LLC
N$184,214ACCRUAL
NIHCM LLC
P$609,431ACCRUAL

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