HEALTH RESEARCH AND EDUCATIONAL TRUST: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH AND EDUCATIONAL TRUST (EIN 36-2203931)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-31
- IRS object ID
- 201722439349301007
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-31T11:00:40-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362203931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Research and Educational Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 3124223200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Drive 400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061725 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Bhatt | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jay Bhatt President | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Drive 400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,499,793 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HRET.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $2,396 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,447,400 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,280,873 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,107,618 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $951,426 | CYProgramServiceRevenueAmt |
| PY Investment Income | $552,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $272,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,807 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,233 | CYOtherRevenueAmt |
| PY Total Revenue | $32,113,431 | PYTotalRevenueAmt |
| CY Total Revenue | $51,499,687 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $224,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $225,761 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,838,559 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,702,546 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $153,476 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,734,090 | PYOtherExpensesAmt |
| CY Other Expenses | $37,099,136 | CYOtherExpensesAmt |
| PY Total Expenses | $33,797,563 | PYTotalExpensesAmt |
| CY Total Expenses | $46,027,443 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,684,132 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,472,244 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,509,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,657,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,534,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,783,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,974,804 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,874,353 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $29,919,713 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE HEALTH RESEARCH & EDUCATIONAL TRUST (HRET), AN AFFILIATE OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), HAS BEEN AWARDED A CONTRACT BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TO SUPPORT THEIR PARTNERSHIP FOR PATIENTS (PFP) CAMPAIGN. PFP IS A PUBLIC-PRIVATE PARTNERSHIP THAT INTENDS TO HELP IMPROVE THE QUALITY, SAFETY AND AFFORDABILITY OF HEALTH CARE FOR ALL AMERICANS. THE PROJECT ASSISTS HOSPITALS ADOPT NEW PRACTICES THAT HAVE THE POTENTIAL TO REDUCE INPATIENT HARM BY 40 PERCENT AND READMISSIONS BY 20 PERCENT. THE PFP FOCUSES ON TEN AREAS FOR QUALITY IMPROVEMENT. WITHIN THESE AREAS, HRET SUPPORTS THE IMPLEMENTATION OF PROVEN BEST PRACTICES AND LESSONS LEARNED THROUGH THE USE OF WEBINARS AND EDUCATIONAL SESSIONS TO HOSPITALS PARTICIPATING IN THE PARTNERSHIP. HRET PROVIDES THIS EDUCATION AND TRAINING WITH OVER 1,600 HOSPITALS RECRUITED BY ITS 34 STATE HOSPITAL ASSOCIATION PARTNERS IN SUPPORT OF THEIR QUALITY IMPROVEMENT EFFORTS IN THE TARGETED AREAS: -ADVERSE DRUG EVENTS (ADE) -CATHETER-ASSOCIATED URINARY TRACT INFECTIONS (CAUTI) -CENTRAL LINE-ASSOCIATED BLOOD STREAM INFECTIONS (CLABSI) -INJURIES FROM FALLS AND IMMOBILITY -OBSTETRICAL ADVERSE EVENTS -PRESSURE ULCERS -SURGICAL SITE INFECTIONS -VENOUS THROMBOEMBOLISM (VTE) -VENTILATOR-ASSOCIATED PNEUMONIA (VAP) -PREVENTABLE READMISSIONS AS A HOSPITAL ENGAGEMENT NETWORK (HEN). HRET IS ASSISTING IN IDENTIFICATION SOLUTIONS ALREADY WORKING IN OTHER HOSPITALS AND SYSTEMS TO REDUCE HEALTH CARE ACQUIRED CONDITIONS, AND ESTABLISH WAYS TO SPREAD THEM TO OTHER HOSPITALS AND HEALTH CARE PROVIDERS. AHA/HRET HEN IS DEVELOPING LEARNING COLLABORATIVES FOR HOSPITALS AND PROVIDING A WIDE ARRAY OF INITIATIVES AND ACTIVITIES TO IMPROVE PATIENT SAFETY. INTENSIVE TRAINING PROGRAMS ARE BEING CONDUCTED TO TEACH AND SUPPORT HOSPITALS IN MAKING PATIENT CARE SAFER, PROVIDE TECHNICAL ASSISTANCE SO THAT HOSPITALS CAN ACHIEVE QUALITY MEASUREMENT GOALS, AND ESTABLISH AND IMPLEMENT A SYSTEM TO TRACK AND MONITOR HOSPITAL PROGRESS IN MEETING QUALITY IMPROVEMENT GOALS. IN 2016, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AWARDED A NEW CONTRACT TO HRET TO CONTINUE THE PFP CAMPAIGN THROUGH THE HOSPITAL IMPROVEMENT INNOVATION NETWORK (HIIN). THE HIIN PROJECT AIMS TO REDUCE ALL PATIENT HARMS BY 20 PERCENT AND READMISSIONS BY 12 PERCENT. WITH OVER 1,600 HOSPITALS RECRUITED THROUGH 33 STATE HOSPITAL ASSOCIATIONS, THE QUALITY IMPROVEMENT EFFORTS TARGET THE FOLLOWING ELEVEN AREAS: ADVERSE DRUG EVENTS (ADE) CLOSTRIDIUM DIFFICILE COLITIS (C. DIFF) CATHETER-ASSOCIATED URINARY TRACT INFECTIONS (CAUTI) CENTRAL LINE-ASSOCIATED BLOOD STREAM INFECTIONS (CLABSI) INJURIES FROM FALLS PRESSURE ULCERS SEPSIS SURGICAL SITE INFECTIONS (SSI) VENTILATOR-ASSOCIATED EVENTS (VAE) VENOUS THROMBOEMBOLISMS (VTE) PREVENTABLE READMISSIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,117,648 | ExpenseAmt |
| Grant | $225,761 | GrantAmt |
| Revenue | $427,758 | RevenueAmt |
| Desc | QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO PROVIDE OPERATIONAL ADVICE ON IMPROVING QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS. EXAMPLES INCLUDE THE COMPREHENSIVE UNIT-BASED SAFETY PROGRAM (CUSP), WHICH TRANSFORMS CARE AND PATIENT SAFETY AT THE UNIT LEVEL BY IMPROVING CULTURE, WITH SUPPORT FROM THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,717,262 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $446,618 | RevenueAmt |
| Desc | HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. AS AN EXAMPLE, HRET WORKS WITH PRIMARY CARE PROVIDERS TO REVIEW THEIR ELECTRONIC HEALTH RECORDS, IMPROVE PRIMARY CARE PREVENTION SERVICES AS WELL AS PROVIDE RESOURCES ON DELIVERY OF HIGH QUALITY CARE TO PATIENTS. HRET WAS AWARDED A CONTRACT BY THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ) TO ACCOMPLISH THE GOAL OF HELPING TO STRENGTHEN THE QUALITY AND SAFETY OF PATIENT CARE IN HOSPITALS AND OTHER PROVIDER SETTINGS BY USING CONSUMER-TARGETED RESOURCES THAT CAN BE CO-BRANDED AND SHARED WITH PATIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,494,385 | $0 | $80,632 | OTHER PROGRAM SERVICE ACCOMPLISHMENTS: CARE COORDINATION: MANAGEMENT AND POLICY RESEARCH TO IDENTIFY BEST PRACTICES IN CARE COORDINATION AND EVALUATION OF EFFECTIVE CARE COORDINATION PRACTICES. LEADERSHIP/GOVERNANCE: MANAGEMENT RESEARCH TO SUPPORT LEADERSHIP AND GOVERNANCE IN IMPROVEMENT. QUANTITATIVE RESEARCH: ANALYSIS OF SECONDARY DATA ASSOCIATED WITH HEALTH CARE PERFORMANCE ACROSS MULTIPLE DIMENSIONS. |
| $190,240 | $0 | $0 | HRET'S PAYMENT REFORM PROGRAM CONDUCTS POLICY RESEARCH TO DEVELOP, TEST AND EVALUATE NEW MODELS OF PAYMENT REFORM. TO PROVIDE CURRENT INFORMATION ABOUT THE NATURE OF EMPLOYER-SPONSORED HEALTH BENEFITS, THE KAISER FAMILY FOUNDATION AND THE HEALTH RESEARCH & EDUCATIONAL TRUST CONDUCT AN ANNUAL NATIONAL SURVEY OF NONFEDERAL PRIVATE AND PUBLIC EMPLOYERS WITH THREE OR MORE WORKERS. THIS ANNUAL SURVEY OF APPROXIMATELY 3,000 RANDOMLY SELECTED EMPLOYERS--LARGE AND SMALL, PUBLIC AND PRIVATE, IN ALL MAJOR INDUSTRIES--SERVES AS A KEY RESOURCE FOR POLICYMAKERS, EMPLOYERS, AND HEALTH RESEARCHERS SEEKING NEW INFORMATION ABOUT THE INSURANCE MARKET. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,684,625 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $80,632 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,439,248 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 85 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christina Y Fisher | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124223160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Suite 400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061725 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael G Rock | ||||||||||
| CHAIR | 5.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Kimberly McNally | ||||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $2,006 | $0 | ||||
| Richard J Pollack | ||||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $0 | $1,604,291 | $379,612 | ||||
| Rhonda Anderson | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Anthony A Armada | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Blunt | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence P Casalino | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Douglas Leonard | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Raymond T Hino | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kyle L Grazier | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Alison J Fleury | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher J Durovich | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| TR Reid | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David P Tilton | ||||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| R John Evans | ||||||||||
| Treasurer - Partial Year | 1.0 | 40.0 | Yes (X) | $0 | $475,337 | $103,066 | ||||
| Christina Fisher | ||||||||||
| Treasurer as of 10/2016 | 1.0 | 41.0 | Yes (X) | $0 | $160,758 | $23,592 | ||||
| Maulik Joshi | ||||||||||
| President & AEVP - Partial Year | 40.0 | 0 | Yes (X) | $341,124 | $0 | $27,178 | ||||
| Jay Bhatt | ||||||||||
| President | 40.0 | 0 | Yes (X) | $131,968 | $0 | $20,623 | ||||
| Kenneth P Anderson Jr | ||||||||||
| Acting President & COO - Partial Year | 40.0 | 0 | Yes (X) | $391,515 | $0 | $51,569 | ||||
| Debra Pierce | ||||||||||
| Secretary | 40.0 | 0 | Yes (X) | $101,250 | $0 | $18,458 | ||||
| Charisse Coulombe | ||||||||||
| VP Clinical Quality | 40.0 | 0 | $235,403 | $0 | $26,176 | Yes (X) | ||||
| Marie Cleary-Fishman | ||||||||||
| VP Clinical Quality | 40.0 | 0 | $200,393 | $0 | $35,993 | Yes (X) | ||||
| Stephen Hines | ||||||||||
| Chief Research Officer - Partial Year | 40.0 | 0 | $145,634 | $0 | $25,388 | Yes (X) | ||||
| Heather Jorna | ||||||||||
| VP HC Innovations | 40.0 | 0 | $210,569 | $0 | $49,473 | Yes (X) | ||||
| Barbara S Edson | ||||||||||
| VP Clinical Quality | 40.0 | 0 | $213,027 | $0 | $35,824 | Yes (X) | ||||
| Marcia Cooke | ||||||||||
| DIR Clinical Quality | 40.0 | 0 | $137,887 | $0 | $15,373 | Yes (X) | ||||
| David Schulke | ||||||||||
| Former VP Research Progs | 0.0 | 0 | $155,892 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,264,664 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,242,391 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $812,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOSPITAL QUALITY INSTITUTE | |||||
| 1215 K Street Suite 800 | Sacramento | CA | 95814 | DATA RESEARCH | $2,316,594 |
| CYNOSURE HEALTH | |||||
| 1688 ORVIETTO DRIVE | ROSEVILLE | CA | 95661 | INSTRUCTION | $2,248,515 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||
| 530 Church St | ANN ARBOR | MI | 48109 | DATA RESEARCH | $1,366,569 |
| INDIANA HOSPITAL ASSOCIATION | |||||
| 1 AMERICAN SQ STE 1900 | INDIANAPOLIS | IN | 46282 | DATA RESEARCH | $1,361,524 |
| MISSOURI HOSPITAL ASSOCIATION | |||||
| 4712 COUNTRY CLUB DRIVE | JEFFERSON CITY | MO | 651020060 | DATA RESEARCH | $1,010,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $50,000 | FundraisingAmt |
| Related Organizations | $1,702,110 | RelatedOrganizationsAmt |
| Government Grants | $46,696,718 | GovernmentGrantsAmt |
| All Other Contributions | $1,832,045 | AllOtherContributionsAmt |
| Total Contributions | $50,280,873 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Sales of Books and Data | 511120 | $446,618 | $446,618 |
| Education and Meetings | 611600 | $349,464 | $349,464 |
| Membership Dues | 900099 | $155,344 | $155,344 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $951,426 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,121 | TotalRevenueColumnAmt |
| Exclusion | $218,121 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,218 | TotalRevenueColumnAmt |
| Exclusion | $42,218 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,982,617 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,928,117 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,500 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,500 | TotalRevenueColumnAmt |
| Exclusion | $54,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $50,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,989 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,429 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$53,429 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Miscellaneous | 900099 | $3,582 | $3,582 | |
| Advertising Revenue | 541800 | $2,396 | $2,396 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,978 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,499,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $955,008 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,396 | UnrelatedBusinessRevenueAmt |
| Exclusion | $261,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,761 | TotalAmt |
| Program Services | $225,761 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,216,514 | TotalAmt |
| Program Services | $627,126 | ProgramServicesAmt |
| Management And General | $589,388 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,904,348 | TotalAmt |
| Program Services | $3,265,623 | ProgramServicesAmt |
| Management And General | $1,530,915 | ManagementAndGeneralAmt |
| Fundraising | $107,810 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,696 | TotalAmt |
| Program Services | $43,459 | ProgramServicesAmt |
| Management And General | $226,237 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,487 | TotalAmt |
| Program Services | $1,034,411 | ProgramServicesAmt |
| Management And General | $527,352 | ManagementAndGeneralAmt |
| Fundraising | $32,724 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,501 | TotalAmt |
| Program Services | $458,658 | ProgramServicesAmt |
| Management And General | $245,901 | ManagementAndGeneralAmt |
| Fundraising | $12,942 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,994 | TotalAmt |
| Management And General | $57,994 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,520 | TotalAmt |
| Management And General | $43,520 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,733 | TotalAmt |
| Management And General | $42,733 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,601,014 | TotalAmt |
| Program Services | $32,753,351 | ProgramServicesAmt |
| Management And General | $847,663 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,276 | TotalAmt |
| Program Services | $15,548 | ProgramServicesAmt |
| Management And General | $16,728 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,494 | TotalAmt |
| Program Services | $630,362 | ProgramServicesAmt |
| Management And General | $68,132 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,224 | TotalAmt |
| Program Services | $53,475 | ProgramServicesAmt |
| Management And General | $21,749 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,450 | TotalAmt |
| Program Services | $55,845 | ProgramServicesAmt |
| Management And General | $753,605 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,803 | TotalAmt |
| Program Services | $833,756 | ProgramServicesAmt |
| Management And General | $259,047 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,741 | TotalAmt |
| Program Services | $433,875 | ProgramServicesAmt |
| Management And General | $149,866 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,534 | TotalAmt |
| Program Services | $1,135 | ProgramServicesAmt |
| Management And General | $34,399 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Education & Training | $10,398 | $10,398 | |
| Bad Debt Expense | $550 | $550 | |
| Other Expenses | $15,405 | $8,542 | $6,863 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,027,443 | TotalAmt |
| Program Services | $40,439,248 | ProgramServicesAmt |
| Management And General | $5,434,719 | ManagementAndGeneralAmt |
| Fundraising | $153,476 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,801,811 | BOYAmt |
| EOY | $11,674,184 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,569,542 | BOYAmt |
| EOY | $8,245,538 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,218 | BOYAmt |
| EOY | $41,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,432,091 | BOYAmt |
| EOY | $7,571,354 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,631,400 | BOYAmt |
| EOY | $3,125,337 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,509,062 | BOYAmt |
| EOY | $30,657,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,315 | BOYAmt |
| EOY | $4,788,986 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,913 | BOYAmt |
| EOY | $1,957,909 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,823,030 | BOYAmt |
| EOY | $5,036,448 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,534,258 | BOYAmt |
| EOY | $11,783,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,504,541 | BOYAmt |
| EOY | $18,338,510 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,263 | BOYAmt |
| EOY | $535,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,974,804 | BOYAmt |
| EOY | $18,874,353 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,509,062 | BOYAmt |
| EOY | $30,657,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,472,244 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $427,305 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360726140 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 "in Partnership with AHA" and a "not-for-profit research and education affiliate of the AHA." It is assured that a substantial identity of interests between the organizations is maintained and will continue because the HRET Amended and Restated Trust Agreement provides that the entire Board of Trustees of HRET shall be either members of the AHA Board of Trustees, or appointed by the AHA Board of Trustees. Furthermore, among other things, the Bylaws of HRET provide that the Chair of HRET is appointed by the AHA Board of Trustees; the President of HRET is the AHA Senior Vice President for Research; and the Treasurer of HRET is the Treasurer of the AHA. |
| Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) | Annually, the AHA completes a pro forma schedule a, part III. The supporting calculation is kept in HRET's files. |
| Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) 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. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| hedge funds | $2,471,236 | F |
| Private Equity Funds | $654,101 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,125,337 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany Payable | Desc |
| Amt | $5,036,448 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,036,448 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,956,248 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $427,305 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $71,989 | OtherRevenueAmt |
| Revenue Not Reported | $499,294 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,456,954 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,733 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $42,733 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,499,687 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,056,699 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $71,989 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $71,989 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,984,710 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,733 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,733 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,027,443 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. The Trust is generally no longer subject to examination by the Internal Revenue Service for years before 2013. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | FUNDRAISING EXPENSES - 71989 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | FUNDRAISING EXPENSES - 71989 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Trust Award Dinner | Event1Nm |
| Gross Receipts Event1 | $68,560 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $50,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,560 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $38,918 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $33,071 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $68,560 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $50,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,560 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $38,918 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,071 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,989 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$53,429 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 55 FRUIT ST GRSB-0017 | BOSTON | MA | 02114 | 042697983 | 501-C-3 | $100,000 | $0 | 0 | N/A | AWARD RECIPIENT | |
| MEMORIAL MEDICAL CENTER | |||||||||||
| 228 WEST MILLER ST | SPRINGFIELD | IL | 62702 | 370661220 | 501-C-3 | $75,000 | $0 | 0 | N/A | AWARD RECIPIENT | |
| MEMORIAL HERMANN GREATER HEIGHTS | |||||||||||
| 909 FROSTWOOD | HOUSTON | TX | 77024 | 741152597 | 501-C-3 | $12,500 | $0 | 0 | N/A | AWARD RECIPIENT | STE 2100 |
| LANCASTER GENERAL HOSPITAL | |||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 231365353 | 501-C-3 | $10,000 | $0 | 0 | N/A | AWARD RECIPIENT | |
| THEDACARE | |||||||||||
| 122 E COLLEGE AVE | APPLETON | WI | 549128025 | 391509362 | 501-C-3 | $10,000 | $0 | 0 | N/A | AWARD RECIPIENT | |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | 501-C-3 | $10,000 | $0 | 0 | N/A | AWARD RECIPIENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard J Pollack | ||||||||||||||
| Board Member | $0 | $1,157,417 | $0 | $187,833 | $0 | $259,041 | $0 | $331,753 | $0 | $47,859 | $0 | $1,983,903 | $0 | $169,261 |
| R John Evans | ||||||||||||||
| Treasurer - Partial Year | $0 | $340,694 | $0 | $35,137 | $0 | $99,506 | $0 | $68,753 | $0 | $34,313 | $0 | $578,403 | $0 | $0 |
| Christina Fisher | ||||||||||||||
| Treasurer as of 10/2016 | $0 | $115,807 | $0 | $35,000 | $0 | $9,951 | $0 | $19,625 | $0 | $3,967 | $0 | $184,350 | $0 | $0 |
| Maulik Joshi | ||||||||||||||
| President & AEVP - Partial Year | $201,013 | $0 | $53,970 | $0 | $86,142 | $0 | $15,467 | $0 | $11,711 | $0 | $368,303 | $0 | $76,125 | $0 |
| Jay Bhatt | ||||||||||||||
| President | $124,430 | $0 | $0 | $0 | $7,538 | $0 | $18,819 | $0 | $1,804 | $0 | $152,591 | $0 | $0 | $0 |
| Kenneth P Anderson Jr | ||||||||||||||
| Acting President & COO - Partial Year | $357,693 | $0 | $32,242 | $0 | $1,580 | $0 | $15,900 | $0 | $35,669 | $0 | $443,084 | $0 | $0 | $0 |
| Charisse Coulombe | ||||||||||||||
| VP Clinical Quality | $191,046 | $0 | $43,068 | $0 | $1,290 | $0 | $14,311 | $0 | $11,865 | $0 | $261,579 | $0 | $0 | $0 |
| David Schulke | ||||||||||||||
| Former VP Research Progs | $0 | $0 | $0 | $0 | $155,892 | $0 | $0 | $0 | $0 | $0 | $155,892 | $0 | $0 | $0 |
| Marie Cleary-Fishman | ||||||||||||||
| VP Clinical Quality | $180,505 | $0 | $18,398 | $0 | $1,490 | $0 | $12,419 | $0 | $23,575 | $0 | $236,386 | $0 | $0 | $0 |
| Stephen Hines | ||||||||||||||
| Chief Research Officer - Partial Year | $112,098 | $0 | $32,661 | $0 | $875 | $0 | $9,070 | $0 | $16,318 | $0 | $171,022 | $0 | $0 | $0 |
| Heather Jorna | ||||||||||||||
| VP HC Innovations | $189,587 | $0 | $19,591 | $0 | $1,390 | $0 | $13,224 | $0 | $36,248 | $0 | $260,041 | $0 | $0 | $0 |
| Barbara S Edson | ||||||||||||||
| VP Clinical Quality | $192,797 | $0 | $19,120 | $0 | $1,110 | $0 | $13,008 | $0 | $22,816 | $0 | $248,851 | $0 | $0 | $0 |
| Marcia Cooke | ||||||||||||||
| DIR Clinical Quality | $130,124 | $0 | $6,573 | $0 | $1,190 | $0 | $8,490 | $0 | $6,883 | $0 | $153,260 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Discretionary spending account | A taxable expense account was made available to the President in 2016. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | the president of HRET reports to the American hospital association (aha) president. The HRET board, the aha president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and review by the committee in a timely manner. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | David Schulke RECEIVED A SEVERANCE PAYMENT OF $155,892 AS A RESULT OF A SEPARATION OF SERVICE. JOHN EVANS RECEIVED A SEVERANCE PAYMENT OF $11,113 AS A RESULT OF A SEPARATION OF SERVICE. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | John Evans: 457(f) Payout - $52,853 Rich Umbdenstock: 457(f) Payout - $403,845 Maulik Joshi: 457(f) Payout - $76,125 Richard Pollack: 457(f) Payout - $169,261 |
| 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 AHA Board. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,494,385 including grants of $ 0)(Revenue $ 80,632) OTHER PROGRAM SERVICE ACCOMPLISHMENTS: CARE COORDINATION: MANAGEMENT AND POLICY RESEARCH TO IDENTIFY BEST PRACTICES IN CARE COORDINATION AND EVALUATION OF EFFECTIVE CARE COORDINATION PRACTICES. LEADERSHIP/GOVERNANCE: MANAGEMENT RESEARCH TO SUPPORT LEADERSHIP AND GOVERNANCE IN IMPROVEMENT. QUANTITATIVE RESEARCH: ANALYSIS OF SECONDARY DATA ASSOCIATED WITH HEALTH CARE PERFORMANCE ACROSS MULTIPLE DIMENSIONS. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 190,240 including grants of $ 0)(Revenue $ 0) HRET'S PAYMENT REFORM PROGRAM CONDUCTS POLICY RESEARCH TO DEVELOP, TEST AND EVALUATE NEW MODELS OF PAYMENT REFORM. TO PROVIDE CURRENT INFORMATION ABOUT THE NATURE OF EMPLOYER-SPONSORED HEALTH BENEFITS, THE KAISER FAMILY FOUNDATION AND THE HEALTH RESEARCH & EDUCATIONAL TRUST CONDUCT AN ANNUAL NATIONAL SURVEY OF NONFEDERAL PRIVATE AND PUBLIC EMPLOYERS WITH THREE OR MORE WORKERS. THIS ANNUAL SURVEY OF APPROXIMATELY 3,000 RANDOMLY SELECTED EMPLOYERS--LARGE AND SMALL, PUBLIC AND PRIVATE, IN ALL MAJOR INDUSTRIES--SERVES AS A KEY RESOURCE FOR POLICYMAKERS, EMPLOYERS, AND HEALTH RESEARCHERS SEEKING NEW INFORMATION ABOUT THE INSURANCE MARKET. |
| Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS | THE TREASURER OF HRET REPORTS TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) EXECUTIVE VICE PRESIDENT. THE AHA EXECUTIVE VICE PRESIDENT AND THE COMPENSATION COMMITTEE OF AHA PARTICIPATE IN SETTING GOALS FOR PERFORMANCE OF THE TREASURER AND IN MEASURING PERFORMANCE AGAINST THESE GOALS. THE COMPENSATION COMMITTEE OF THE AHA BOARD OF DIRECTORS DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE TREASURER, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE COMMITTEE CONSIDERS THE RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT EVALUATES THE TREASURER'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE PROCESS FOR DETERMINING, REVIEWING AND APPROVING COMPENSATION AND ADJUSTMENTS TO COMPENSATION IS UNDERTAKEN ON AN ANNUAL BASIS. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER. |
| Form 990, Part VI, Line 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 filing organization's management reviews the Form 990 and shares it with the HRET board of directors prior to filing with the IRS |
| Form 990, Part VI, Line 12c Conflict of interest 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 Audit and Compliance staff. Any questionnaire that raises a potential issue is reviewed and referred to the Association's President for a final determination of any action to be considered or undertaken. Any potential conflict of interest that arises after the questionnaire is completed must be promptly reported. Any restrictions imposed based on information disclosed in a conflict of interest questionnaire or otherwise would be commensurate with the type of conflict identified and would be disclosed to the Board of Trustees. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | the president of HRET reports to the American hospital association (aha) executive vice president. The HRET board, the aha executive vice president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and reviewed by the committee in a timely manner. |
| Form 990, Part VI, Line 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: 5970344, Program Service Expense: 5122681, Management and General Expenses: 847663, Fundraising Expenses: ; HEN Subcontractors - Total Expense: 27630670, Program Service Expense: 27630670, Management and General Expenses: , Fundraising Expenses: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOSPITAL ASSOCIATION | |||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 360726140 | EDUCATION/ADVOCACY | IL | 501(c)(6) | NA | false | ||
| INSTITUTE FOR DIVERSITY IN HEALTHCARE | |||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 582094118 | DIVERSITY | IL | 501(c)(3) | AHA | false | 9 | |
| AHAPAC | |||||||||||
| 800 10th Street NW | WASHINGTON | DC | 20001 | 362996517 | FOR POLITICAL CAMPAIGNS | IL | 527 | AHA | false | Two CityCenter Suite 400 | |
| AMERICAN ORGANIZATION OF NURSE EXECUTIVES | |||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 363591337 | NURSE LEADERSHIP | IL | 501(c)(6) | AHA | false | ||
| AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION | |||||||||||
| 800 10th Street NW | WASHINGTON | DC | 20001 | 272399044 | NURSE EDUCATION SUPPORT | DC | 501(c)(3) | AONE | false | Type I | Two CityCenter Suite 400 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Forum Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| Address Line2 | STE 400 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364143432 | EIN |
| Primary Activities | Publications | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 0 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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