2025-11-13T19:07:41+00:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 117 NORTH CLARK ST SUITE 200 CHICAGO IL 60601 990 2024-01-01 362203931 Health Research and Educational Trust HEAL 3124223200 155 North Wacker Drive 400 Chicago IL 606061725 CHRIS DERIENZO PRESIDENT 3124223000 2025-11-14 true BRIDGET T ROCHE P00666837 3128560200 2025-11-14 2024 2025-03-06 01:10:19Z CHRIS DERIENZO PRESIDENT 155 North Wacker Drive 400 Chicago IL 606061725 6779603 false X WWW.HRET.ORG X 1944 IL Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services. 3 2 37 2 0 8654031 4498274 1004436 1881040 519248 236587 19156 20223 10196871 6636124 325030 281940 0 5551206 5037496 0 0 6300026 3786586 12176262 9106022 -1979391 -2469898 15980943 15211006 1509745 2362983 14471198 12848023 HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media. false false 5211394 HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. 3494784 281940 1898277 QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS. 399844 Research and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders. 9106022 true true false false false false false false false false false false false false true true true true false false false false false false false false false true true true false false false false false false false false false false false false false false false true false false true false true X 0 0 37 true true true false false false false true true false false false false false false X 3 2 false false false false true true true true true false false false true true true true true true false false false false IL NY X X JAMES E TYLER JR 3124223000 155 North Wacker Suite 400 CHICAGO IL 606061725 CHRISTOPHER M DERIENZO PRESIDENT 1.0 40.0 X X 0 886847 174720 HEIDI DUNCAN CHAIR 5.0 1.0 X X 0 3119 0 RUSSELL R GRONEWOLD BOARD MEMBER 1.0 1.0 X 0 2504 0 ANDREW J JAGER SR DIRECTOR, POP HEALTH 40.0 0 X 184018 0 41675 Daniel J Delgado Senior Director of Finance and Compliance 40.0 0 X 210954 0 60175 KRISTIN L PREIHS SR DIRECTOR CLINICAL QUALITY 40.0 0 X 169884 0 13719 Marie Cleary-Fishman VP Clinical Quality 40.0 0 X 266924 0 48725 Nancy A Myers PhD VP Leadership & System Innovation 40.0 0 X 272262 0 32491 1104042 892470 371505 17 false true false UPSTREAM THINKING LLC 5409 WOODROW AVE UNIT D AUSTIN TX 78756 CONSULTING 201022 JOHN WILEY & SONS INC PO BOX 22308 NEW YORK NY 10087 RESEARCH SERVICES 111415 PIXEL 3201 DICKERSON PIKE NASHVILLE TN 37207 EVENT PRODUCTION 109955 BIRKDESIGN INC 2012 W AUGUSTA BLVD FLOOR 2 CHICAGO IL 60622 MARKETING SERVICES 102375 4 2314849 2183425 4498274 Education and Meetings 611600 1360412 1360412 SALES OF BOOKS AND DATA 511120 520628 520628 0 0 0 0 1881040 194531 194531 2986 2986 0 0 185535 143479 42056 0 42056 42056 Miscellaneous 900099 17237 17237 0 0 0 0 17237 6636124 1898277 0 239573 X 120000 120000 161940 161940 3601954 2016158 1585796 241833 135364 106469 886938 496464 390474 306771 171669 135102 5860 3667 2193 40476 25330 15146 7980 4994 2986 1227307 768083 459224 0 50571 50571 210974 210974 90204 90204 600158 600158 224075 87210 136865 575342 19562 555780 44100 44100 SHARED SERVICES 694612 694612 EDUCATION AND TRAINING 3508 3508 11419 11419 0 0 9106022 5115829 3990193 0 99596 420300 657992 304635 0 0 0 0 110884 34567 0 0 0 0 13434623 14451504 0 0 1677848 0 15980943 15211006 274387 183732 1235358 1087423 0 0 0 1091828 1509745 2362983 13993797 12365923 477401 482100 14471198 12848023 15980943 15211006 -2469898 846723 0 X false true true true true X X X 1 AMERICAN HOSPITAL ASSOCIATION 360726140 9 false 0 0 1 0 0 false false true true true false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name Health Research and Educational Trust ("HRET") has a historic and continuing relationship with its supported organization, American Hospital Association ("AHA")-spanning over a 70-year period-and, as described below, there is a substantial identity of interests between the organizations. Therefore, HRET meets the organizational requirements of a Type I supporting organization. By way of background, in 1943 the AHA's House of Delegates passed a resolution recommending, among other things, federal aid for the construction of hospitals where needed. This was a special challenge because there was no complete inventory of the nation's hospitals by location, ownership, number of beds or services offered. In fact, there was no precise definition for "hospital." These shortcomings made it impossible to study the country's need for hospitals and other medical facilities. The AHA moved to fill this void by commissioning a study to evaluate existing facilities and services, project the need for hospitals, and offer recommendations for action at the end of World War II. In 1944, the AHA established HRET to receive grants for the study. Since that time, HRET has remained an active research and education affiliate of AHA. There is a substantial identity of interests between HRET and AHA. For example, HRET publicly holds itself out as being a -for-profit research and education affiliate of the AHA." It is assured that a substantial identity of interests between the organizations is maintained and will continue because the HRET Amended and Restated Trust Agreement provides that the entire Board of Trustees of HRET shall be either members of the AHA Board of Trustees, or appointed by the AHA EXECUTIVE COMMITTEE OF THE Board of Trustees. Furthermore, among other things, the Bylaws of HRET provide that the Chair of HRET is appointed by the AHA EXECUTIVE COMMITTEE OF THE Board of Trustees; the President of HRET is an AHA SENIOR Vice President. Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) Annually, the AHA completes a pro forma schedule a, part III. The supporting calculation is kept in HRET's files. Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes HRET engages in activities which further the AHA's exempt purpose to advance the health of individuals and communities. HRET does not provide any monetary support to AHA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Federal Income Taxes Intercompany Payable 1091828 1091828 X 7588188 846723 0 846723 6741465 7980 -113321 -105341 6636124 9211362 113320 113320 9098042 7980 0 7980 9106022 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HRET "The Trust" is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Trust follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Trust may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Trust. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented herein. The Trust files Form 990 in the U.S. federal jurisdiction and the State of Illinois. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements ADJUSTMENT FOR RECOVERY OF BAD DEBT EXPENSES - 400 ADJUSTMENT FOR RECOVERY OF INCOME TAX EXPENSES - 16279 ADJUSTMENT FOR REVENUE SHARE OF MEETING INCOME - -130000 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 ADJUSTMENT FOR RECOVERY OF BAD DEBT EXPENSE - -400 ADJUSTMENT FOR RECOVERY OF INCOME TAX EXPENSE - -16279 ADJUSTMENT FOR REVENUE SHARE OF MEETING INCOME - 130000 ROUNDING ADJUSTMENT - -1 true BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 043314093 501(C)(3) 100000 FOSTER MCGAW PRIZE FINALIST ENGLEWOOD HEALTH 350 ENGLE STREET ENGLEWOOD NJ 07631 221487173 501(C)(3) 10000 FOSTER MCGAW PRIZE FINALIST NEW YORK PRESBYTERIAN HOSPITAL 622 W 168TH STREET NEW YORK NY 10032 133957095 501(C)(3) 10000 FOSTER MCGAW PRIZE FINALIST 3 0 AGE FRIENDLY COHORT TUITION FOR SCHOLARSHIPS 24 161940 COST AGE FRIENDLY COHORT TUITION FOR SCHOLARSHIPS Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Awards are provided to organizations after applications are submitted, reviewed and approved. The restrictions of use are indicated and the grantee is notified of the purpose of the funds. Awards and support of research require attendance and or follow up such as financial reports and written narratives of program participation. X true true false true false false false false false true false CHRISTOPHER M DERIENZO PRESIDENT 0 675413 0 176250 0 35184 0 128695 0 46025 0 1061567 0 0 Marie Cleary-Fishman VP Clinical Quality 217953 0 23793 0 25178 0 16286 0 32439 0 315649 0 0 0 Daniel J Delgado Senior Director of Finance and Compliance 189717 0 14815 0 6422 0 13150 0 47025 0 271129 0 0 0 Nancy A Myers PhD VP Leadership & System Innovation 235260 0 23793 0 13209 0 16286 0 16205 0 304753 0 0 0 ANDREW J JAGER SR DIRECTOR, POP HEALTH 173427 0 7830 0 2761 0 11335 0 30340 0 225693 0 0 0 KRISTIN L PREIHS SR DIRECTOR CLINICAL QUALITY 161685 0 7020 0 1179 0 10179 0 3540 0 183603 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account TAXABLE BENEFIT ALLOWANCES WERE MADE AVAILABLE TO THE PRESIDENT OF HRET. THE RELATED BENEFIT WAS INCLUDED IN THE PRESIDENT'S TAXABLE COMPENSATION. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The HRET President is an executive of the American Hospital Association (AHA) and reports to the AHA COO. The AHA COO participates in setting goals for performance of the HRET president and in measuring performance against these goals. The AHA Executive Compensation Committee (Committee) is composed of the members of the Executive Committee of the AHA Board of Trustees excluding the AHA President. The Committee does not include any individual whose compensation it reviews. The Committee engages an independent compensation consultant to produce annual comparable salary data for the AHA executive serving as the HRET president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the Committee evaluates the compensation of the AHA executive serving as the HRET president based on the annual market assessment completed by the independent compensation consultant. The AHA COO evaluates the performance of the AHA executive serving as the HRET president against annual performance goals and determines any earned performance-based reward. The final compensation package of the AHA executive serving as the HRET President is documented in a written employment agreement. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE 2024 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ENTITY, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - CHRISTOPHER DERIENZO DURING 2024, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - CHRISTOPHER DERIENZO - $107,995 DURING 2024, THE FOLLOWING DISTRIBUTIONS (INCLUDING ACCRUED EARNINGS) WERE MADE BY AHA FROM THE PLAN: - NONE ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Schedule J, Part I, Line 7 Non-fixed payments The AHA has established an incentive award program for employees when the AHA meets and exceeds its operational effectiveness goals for a calendar year. Awards are determined after the end of the calendar year and after review and approval of AHA's organizational performance by the EXECUTIVE COMMITTEE OF THE AHA Board OF TRUSTEES. Form 990, Part V, Line 1a Box 3 of Form 1096 AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ORGANIZATION, PROCESSES ALL VENDOR PAYMENTS FOR ALL RELATED ENTITIES AND FILED ALL 1099 FORMS IN 2023. THE INSTITUTE IS CHARGED A MANAGEMENT FEE FOR THIS SERVICE. Form 990, Part VI, Line 6 Classes of members or stockholders The organization's sole corporate member is American Hospital Association, a related tax-exempt organization. As the organization's sole Corporate Member, American Hospital Association has the right to elect or appoint members of the organization's governing body and approve or deny significant decisions of the organization's governing body. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See narrative for Form 990, Part VI, Line 6. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders See narrative for Form 990, Part VI, Line 6. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FULL FORM 990 IS REVIEWED BY A PUBLIC ACCOUNTING FIRM AND THE FILING ORGANIZATION'S MANAGEMENT. MANAGEMENT SHARES IT WITH THE HRET BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, THE ORGANIZATION'S TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY LEGAL, HUMAN RESOURCES AND COMPLIANCE STAFF OF THE AMERICAN HOSPITAL ASSOCIATION. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR A FINAL DETERMINATION OF ANY ACTION TO BE CONSIDERED OR UNDERTAKEN. ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER THE QUESTIONNAIRE IS COMPLETED MUST BE PROMPTLY REPORTED. ANY RESTRICTIONS IMPOSED, BASED ON INFORMATION DISCLOSED IN A CONFLICT OF INTEREST QUESTIONNAIRE OR OTHERWISE WOULD BE COMMENSURATE WITH THE TYPE OF CONFLICT IDENTIFIED AND WOULD BE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR A DETERMINATION ON WHETHER DISCLOSURE TO THE FULL BOARD OF TRUSTEES IS WARRANTED. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing document and conflict of interest policy are available upon request. The organization's Financial statements are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. Form 990, Part IX, Line 11g Other Fees Program Subcontractors - Total Expense: 715937, Program Service Expense: 448068, Management and General Expenses: 267869, Fundraising Expenses: ; PROFESSIONAL SERVICES - Total Expense: 21429, Program Service Expense: 13410, Management and General Expenses: 8019, Fundraising Expenses: ; CONSULTING SERVICES - Total Expense: 322651, Program Service Expense: 201915, Management and General Expenses: 120736, Fundraising Expenses: ; SPONSORSHIPS / COMMISSIONS - Total Expense: 167290, Program Service Expense: 104690, Management and General Expenses: 62600, Fundraising Expenses: ; AMERICAN HOSPITAL ASSOCIATION 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 EDUCATION/ADVOCACY IL 501(c)(6) NA false AHAPAC 800 10th Street NW Two CityCenter Suite 400 WASHINGTON DC 20001 362996517 FOR POLITICAL CAMPAIGNS IL 527 AHA false AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 363591337 NURSE LEADERSHIP IL 501(c)(6) AHA false AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 800 10th Street NW Two CityCenter Suite 400 WASHINGTON DC 20001 272399044 NURSE EDUCATION SUPPORT DC 501(c)(3) Type I AONL false Health Forum Inc 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 60606 364143432 INFORMATIONAL RESOURCES IL NA C Corporation 0 0 false false false false false false false false false false false true false true true true true false false false AMERICAN HOSPITAL ASSOCIATION K 600158 COST AMERICAN HOSPITAL ASSOCIATION P 694612 COST AMERICAN HOSPITAL ASSOCIATION M 55525 COST