2015-11-09T12:03:34-06:00 2014-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 8TH FLOOR MCLEAN VA 22102 990 2014-01-01 522175544 THE NATIONAL QUALITY FORUM % JEFFREY TOMITZ NATI 2027831300 1030 15TH STREET NW SUITE 800 WASHINGTON DC 20005 Christine Cassel CEO 7038930600 2015-11-09 true Jeffrey J Schragg P00234543 7038930600 2014 2016-03-07 17:11:31Z CHRISTINE K CASSEL MD 1030 15th st nw suite 800 washington DC 20005 21861071 false X WWW.QUALITYFORUM.ORG X 1999 DC THE NATIONAL QUALITY FORUM LEADS NATIONAL COLLABORATION TO IMPROVE HEALTH AND HEALTHCARE THROUGH MEASUREMENT. 32 31 106 778 0 0 13925356 21291143 258728 329875 86497 81253 5750 3000 14276331 21705271 0 0 0 0 12330338 12286561 0 12000 135150 6719964 7625503 19050302 19924064 -4773971 1781207 16181262 16918481 8663903 7571012 7517359 9347469 X SEE SCHEDULE O false false 7031258 SEE SCHEDULE O 1599282 SEE SCHEDULE O 788071 SEE SCHEDULE O 4124670 13543281 true true false true false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 32 0 106 true false false false false false false false false false false X 32 31 true false false false true true true true true false false true true true true true true true true false X JEFFREY TOMITZ 2027831300 1030 15TH ST NW SUITE 800 WASHINGTON DC 20005 Ardis Hoven Board Member 2.0 0.0 X 0 0 0 Bruce Siegel Board Member 2.0 0.0 X 0 0 0 Carol Cronin Board Member 2.0 0.0 X 0 0 0 David Shahian Board Member 2.0 0.0 X 0 0 0 Deborah Parham-Hopson Board Member 2.0 0.0 X 0 0 0 Debra L Ness Board Member 2.0 0.0 X 0 0 0 Dolores Mitchell Board Member 2.0 0.0 X 0 0 0 Donald Kemper Board Member 2.0 0.0 X 0 0 0 Elizabeth Fowler Board Member 2.0 0.0 X 0 0 0 Elizabeth Mitchell Board Member 2.0 0.0 X 0 0 0 Frank Opelka Board Member, Non-Voting 2.0 0.0 X 0 0 0 Harold D Miller Board Member 2.0 0.0 X 0 0 0 Helen Darling Chair 2.0 0.0 X X 0 0 0 J Marc Overhage Board Member 2.0 0.0 X 0 0 0 Jack Cochran Board Member 2.0 0.0 X 0 0 0 James Chase Board Member 2.0 0.0 X 0 0 0 John Tooker Board Member 2.0 0.0 X 0 0 0 Joyce Dubow Board Member 2.0 0.0 X 0 0 0 Karen Ignagni Board Member 2.0 0.0 X 0 0 0 Kirsten Sloan Board Member 2.0 0.0 X 0 0 0 Laurel Pickering Board Member 2.0 0.0 X 0 0 0 Lawrence M Becker Treasurer 2.0 0.0 X X 0 0 0 Leonardo Cuello Board Member 2.0 0.0 X 0 0 0 Lewis Sandy Board Member 2.0 0.0 X 0 0 0 Louis Probst Board Member 2.0 0.0 X 0 0 0 Marge Ginsberg Board Member 2.0 0.0 X 0 0 0 Mary Naylor Board Member 2.0 0.0 X 0 0 0 Maureen Corry Board Member 2.0 0.0 X 0 0 0 Nancy Wilson Board Member 2.0 0.0 X 0 0 0 Patrick Conway Board Member 2.0 0.0 X 0 0 0 Paul Tang Board Member, non-voting 2.0 0.0 X 0 0 0 Peter Briss Board Member 2.0 0.0 X 0 0 0 Richard J Umbdenstock Vice-Chair 2.0 0.0 X X 0 0 0 Robert Galvin Board Member 2.0 0.0 X 0 0 0 William Kramer Board Member 2.0 0.0 X 0 0 0 William L Roper Board Member 2.0 0.0 X 0 0 0 Christine Cassel Board Member - President & CEO 40.0 0.0 X X 561108 0 139311 Nicole Silverman SR. VP, Operations 40.0 0.0 X 323762 0 29650 Ann Hammersmith Gnrl Counsel & Corp Secr 40.0 0.0 X 261204 0 18332 Timothy Gannon CFO, As of 1/17/2014 40.0 0.0 X 144711 0 21251 Jeffrey Tomitz CFO, Termination 1/17/14 40.0 0.0 X 87004 0 1259 Helen Burstin Chief Science Officer 40.0 0.0 X 394209 0 27131 Ann Greiner VP, Public Affairs 40.0 0.0 X 295628 0 12771 Kyle Vickers Chief Information Officer 40.0 0.0 X 239576 0 14776 Neal Comstock VP Membership 40.0 0.0 X 218374 0 26965 Wendy Prins VP National Quality Partners 40.0 0.0 X 166678 0 14244 Karen Adams VP National Priorities 40.0 0.0 X 145599 0 18171 Elisa Munthali Senior Managing Director 40.0 0.0 X 151280 0 11176 John Mullen VP, Strategy and Development 40.0 0.0 X 225867 0 23315 Reva Winkler Sr. DIR, Perf. Measurement 40.0 0.0 X 212288 0 24294 Allen Leavens Sr DIR, Strategic Ptships 40.0 0.0 X 183304 0 15907 Taroon Amin Special Assistant to the Pres 40.0 0.0 X 158905 0 8696 Jason Johnson Sr DIR, Info Technology 40.0 0.0 X 158216 0 22589 3927713 0 429838 37 false true false PANTHEON SOFTWARE 2020 N 14TH STREET SUITE 700 ARLINGTON VA 22201 SOFTWARE 572451 COMM PARTNERS 7230 LEE DEFOREST DRIVE SUITE 206 COLUMBIA MD 21046 LONG DIS & WEB COMM 358452 NEAL R GROSS CO INC 1323 RHODE ISLAND AVE NW WASHINGTON DC 20005 TRANSCRIPTION SVC 265050 WARDHAM PARK MARRIOTT 2660 WOODLEY ROAD WASHINGTON DC 20008 ANNUAL MEETING 192382 STOLLENWERKS 3957 CLOVERHILL RD BALTIMORE MD 21218 CONSLUTING SERVICES 129634 8 4349036 16420709 521398 21291143 CONFERENCES 900099 329875 329875 329875 79827 79827 0 0 0 0 0 157226 155800 1426 1426 1426 0 0 0 HONORARIUM 900099 3000 3000 3000 21705271 332875 81253 0 0 0 0 3328671 1102600 2219054 7017 0 7851552 5954802 1798422 98328 192393 131955 60261 177 501050 472808 16108 12134 412895 258862 151712 2321 0 59695 0 59695 0 55068 0 55068 0 240000 240000 0 0 12000 12000 14607 0 14607 0 920810 616264 304519 27 0 0 0 0 553397 511427 41667 303 578595 97709 480787 99 0 1609672 1214971 393395 1306 175916 73007 102890 19 0 0 0 0 1655665 1573175 82444 46 239 0 239 0 0 1586258 1206026 378931 1301 48676 37004 11632 40 EMPLOYEE RECRUITMENT 29428 19640 9788 0 PROD & PRINTING OF REPORTS 10935 10731 197 7 PUBLICATIONS AND DUES 51144 22300 28835 9 MISCELLANEOUS 35398 0 35382 16 19924064 13543281 6245633 135150 400 400 5873195 6653807 0 0 3460376 4250128 0 0 0 0 0 0 0 0 403207 520558 10203034 7435812 3847209 2767222 2305745 2421036 288830 303030 0 0 0 0 2300 2300 16181262 16918481 1378689 1336637 0 0 7217983 6234375 0 0 0 0 0 0 0 0 0 0 67231 0 8663903 7571012 X 7001165 9233285 516194 114184 0 0 7517359 9347469 16181262 16918481 1781207 48903 X false true X true true true X 20962589 25138722 25940132 13925356 21291143 107257942 0 0 20962589 25138722 25940132 13925356 21291143 107257942 4914872 102343070 16453 133817 98590 76525 79827 405212 0 27569 11827 9457 5750 3000 57603 107720757 1500211 0.95008 0.91798 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 482928 482928 19441136 19924064 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 6451 517516 994327 482928 2001222 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 2983689 1207309 1776380 697124 675255 21869 6522221 5553249 968973 2767222 0 0 X 21754174 48903 48903 21705271 21705271 19924064 19924064 19924064 FIN 48 FOOTNOTE - FORM 990, SCHEDULE D, PART X, LINE 2 NQF applies a "more-likely than-not" threshold to positions taken or expected to be taken in a tax return. With few exceptions, NQF is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years ended December 31, 2010 and prior. Management has evaluated NQF's tax positions and has concluded that NQF has taken no material uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. X X X X X X true false false false false false false false false Christine Cassel Board Member - President & CEO 555108 0 0 0 6000 0 123635 0 15676 0 700419 0 Nicole Silverman SR. VP, Operations 296462 0 27300 0 0 0 13000 0 16650 0 353412 0 Ann Hammersmith Gnrl Counsel & Corp Secr 239142 0 22062 0 0 0 10550 0 7782 0 279536 0 Timothy Gannon CFO, As of 1/17/2014 137711 0 7000 0 0 0 7095 0 14156 0 165962 0 Helen Burstin Chief Science Officer 360434 0 33775 0 0 0 9134 0 17997 0 421340 0 Ann Greiner VP, Public Affairs 271060 0 24568 0 0 0 10413 0 2358 0 308399 0 Kyle Vickers Chief Information Officer 225576 0 14000 0 0 0 11378 0 3398 0 254352 0 Neal Comstock VP Membership 195374 0 18000 0 5000 0 8850 0 18115 0 245339 0 Wendy Prins VP National Quality Partners 156678 0 10000 0 0 0 7300 0 6944 0 180922 0 Karen Adams VP National Priorities 145599 0 0 0 0 0 7035 0 11136 0 163770 0 Elisa Munthali Senior Managing Director 141280 0 10000 0 0 0 4327 0 6849 0 162456 0 John Mullen VP, Strategy and Development 195867 0 20000 0 10000 0 7396 0 15919 0 249182 0 Reva Winkler Sr. DIR, Perf. Measurement 192288 0 20000 0 0 0 9803 0 14491 0 236582 0 Allen Leavens Sr DIR, Strategic Ptships 180304 0 3000 0 0 0 9069 0 6838 0 199211 0 Taroon Amin Special Assistant to the Pres 158905 0 0 0 0 0 7272 0 1424 0 167601 0 Jason Johnson Sr DIR, Info Technology 153216 0 5000 0 0 0 7786 0 14803 0 180805 0 QUESTIONS REGARDING COMP - FORM 990, SCH J, PART I, LINE 4A DURING THE YEAR, JEFFREY TOMITZ RECEIVED A SEVERANCE PAYMENT OF 54,138 ORGANIZATION'S MISSION - FORM 990, PART III, LINE 1 THE NATIONAL QUALITY FORUM (NQF) IS A UNIQUE, MULTI-STAKEHOLDER ORGANIZATION INSTRUMENTAL IN ADVANCING EFFORTS TO IMPROVE HEALTHCARE QUALITY THROUGH PERFORMANCE MEASUREMENT AND PUBLIC REPORTING. NQF IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION WITH MORE THAN 400 MEMBERS REPRESENTING VIRTUALLY EVERY SECTOR OF THE HEALTHCARE SYSTEM. NQF's MISSION IS TO LEAD NATIONAL COLLABORATION TO IMPROVE HEALTH AND HEALTHCARE QUALITY THROUGH MEASUREMENT. PROGRAM SERVICE ACCOMPLISHMENTS - FORM 990, PART III, LINE 4A MEASURE ENDORSEMENT AND MEASUREMENT SCIENCE NQF reviews and endorses healthcare performance measures that underpin federal and private-sector initiatives focused on enhancing the value of healthcare services. In concert with others, NQF has contributed to a more information-rich healthcare system, and demonstrated that measures-particularly in tandem with delivery changes and payment reform-can lead to improvement in performance. NQF's endorsement projects use volunteer committees of experts from the public and private sectors-including physicians, consumers, and purchasers, as well as representatives of hospitals, health plans, and healthcare suppliers-to review and endorse measures of quality, cost, and efficiency. In 2014, NQF endorsed/re-endorsed 98 measures, bringing its portfolio to more than 600 measures for use in public reporting, payment, and care delivery reform programs. NQF also removed 93 measures -approximately 15 percent of its portfolio-further streamlining its measurement set. This year, NQF endorsed measures that will help the nation accomplish the following goals: 1) Drive the system to be more responsive to patient/ family needs-NQF conducted Person- and Family-Centered Care and Care Coordination endorsement projects, which included patient-reported outcomes and patient experience surveys. The endorsed measures are part of federal quality reporting programs such as Hospital Compare, Hospital Inpatient Quality Reporting (IQR), and the Physician Quality Reporting System (PQRS). 2) Improve care for highly prevalent conditions- NQF's Cardiovascular, Endocrine, and Musculoskeletal endorsement projects yielded endorsed measures that are integral part of the Hospital IQR program and of PQRS. 3) Emphasize cross-cutting areas to foster better care and coordination-NQF's Behavioral Health and Patient Safety endorsement projects endorsed measures that are used in the Home Health Quality Reporting Program, Hospital IQR program, the Inpatient Psychiatric Facility Quality Reporting program, and PQRS. 4) Support new accountability efforts coming online- NQF reviewed measures of Cost/Resource Use and Readmission. CMS' Hospital Readmissions Reduction Program and Physician Value Based Payment Modifier program include measures endorsed in these projects. Performance measurement has become more sophisticated but remains a developing science. NQF's work helps drive this progress. Over the last few years, NQF has doubled the proportion of outcome measures in its portfolio to 34 percent. NQF is also facilitating the transition to electronic quality measurement by endorsing eMeasures that take advantage of new electronic sources of clinical information in EHRs. With the support of federal funds in 2014, NQF charted a path forward with an approach to adjusting measures for socio economic status (SES) and other demographic factors. The NQF trial of SES risk-adjusted measures will be completed in 2016, at which time the organization will evaluate the trial outcomes and decide whether to permanently change its policy. In 2014, NQF also completed groundbreaking work in defining what criteria to use in evaluating episode groupers and how to risk adjust resource use measures. Private foundation support allowed NQF to convene an expert committee to 4) in defining how to link cost and quality measures and how to define affordability from the patient's perspective. These efforts will become increasingly important as more individuals move into high deductible plans and public or private exchanges, and seek information on both cost and quality. PROGRAM SERVICE ACCOMPLISHMENTS - FORM 990, PART III, LINE 4B USE OF MEASURES TO IMPROVE QUALITY In addition to its work endorsing measures and improving the science of measurement, NQF focuses on use of measures to improve quality at the patient and population levels. NQF convened its Measure Applications Partnership (MAP) for the third year in a row to evaluate all of the measures that CMS was considering for 20-plus federal programs. CMS seeks MAP's advice and buy-in on which measures to use in particular programs in advance of issuing related regulations. In 2014, MAP reviewed 234 unique measures under consideration for hospital, clinician, post-acute care and long-term care programs, many of which were under consideration for multiple programs (which nearly doubled the number of measures reviewed by MAP). In the 2014 pre-rulemaking report, MAP gave 75 recommendations of full "support" for measures for use in a given federal program. MAP also facilitates consensus between the public and private sectors around how to align "like measures" that are being used in more than one federal program, with the goal of paring down many measures to an essential few. Private sector leaders participating in MAP are also encouraged to use the same measures in their own programs. MAP's efforts help to reduce duplication and administrative burden within the federal sector, and to some degree, across the public and private sectors. Expanding its work on measures of quality of care for low-income and vulnerable populations, MAP provided input to the U.S. Department of Health and Human Services (HHS) on a core set of healthcare measures used to monitor and improve the quality of services provided to children enrolled in Medicaid and the Children's Health Insurance Program (CHIP). MAP also completed its second report on measures to improve care for Medicaid-eligible adults, and issued new report on improving care for Americans who are eligible to be covered by both Medicare and Medicaid. As part of this work, NQF will begin gathering stakeholder experience in applying performance measures in Medicare and Medicaid programs to inform future recommendations to HHS. MAP will continue its efforts to align, when possible and appropriate, key measures across the Medicaid Adult and Child Core Sets as well as measures related to Medicare-Medicaid dual eligible beneficiaries. To spur consolidated action towards improving quality at the community level, NQF launched in 2014 its Population Health Framework project, an important initiative to strengthen population health efforts in communities across the country. A key outgrowth of this initiative, the Guide for Community Action1.0 is a handbook designed to support individuals and groups working together at all levels-local, state and national-to successfully promote and improve population health over time. Ten groups located around the nation tested the guide in their population health work and provided feedback and improvements to make it more relevant and actionable. The 2.0 version of the guide was published in July 2015. PROGRAM SERVICE ACCOMPLISHMENTS - FORM 990, PART III, LINE 4C NQF worked with healthcare stakeholders to examine initiatives involving patients, community health, public reporting and the study of anti-biotics. PROGRAM SERVICE ACCOMPLISHMENTS - FORM 990, PART III, LINE 4D THE OTHER PROGRAM SERVICES INCLUDE CONFERENCES AND WORKSHOPS HELD BY NATIONAL QUALITY FORUM. BUSINESS RELATIONSHIP - FORM 990, PAGE VI, LINE 2 JOYCE DUBOW - MEMBER OF THE BOARD OF THE INFORMED PATIENT INSTITUTE CAROL CRONIN - THE EXECUTIVE DIRECTOR OF THE INFORMED PATIENT INSTITUTE ELIZABETH MITCHELL - THE CEO OF NRHI. JIM CHASE AND LOUISE PROBST ARE ON THE NRHI BOARD. MEMBERS OF ORGANIZATION - FORM 990, PART VI, LINE 6 THE NATIONAL QUALITY FORUM HAS OVER 430 MEMBER ORGANIZATIONS. THEY REPRESENT ALL SECTORS IN THE HEALTHCARE QUALITY LANDSCAPE INCLUDING: CONSUMERS; PUBLIC AND PRIVATE PURCHASERS; PHYSICIANS, NURSES, PHARMACISTS, AND OTHER HEALTHCARE PROFESSIONALS; HOSPITALS, NURSING HOMES, AND OTHER PROVIDER ORGANIZATIONS; ACCREDITING AND CERTIFYING BODIES; SUPPORTING INDUSTRIES; AND HEALTHCARE RESEARCH AND QUALITY IMPROVEMENT ORGANIZATIONS. FORM 990 REVIEW PROCESS - FORM 990, PART VI, LINE 11A AND 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, BDO USA. A FINAL DRAFT OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT, BEFORE IT IS FILED WITH THE IRS. CONFLICTS OF INTEREST - FORM 990, PART VI, LINE 12C ON AN ANNUAL BASIS, CONFLICT OF INTEREST FORMS ARE SENT TO BOARD MEMBERS AND STAFF TO COMPLETE. THE GENERAL COUNSEL REVIEWS CONFLICT OF INTEREST FORMS SUBMITTED BY BOARD MEMBERS AND BOARD MEMBERS ORALLY DISCLOSE ANY RELAVANT INFORMATION ANNUALLY IN A PUBLIC BOARD SESSION. EMPLOYEE CONFLICT OF INTEREST FORMS ARE SCREENED BY THE HUMAN RESOURCES DEPARTMENT AND ANY DISCLOSURES MADE BY EMPLOYEES ARE REFERRED TO THE GENERAL COUNSEL FOR FOLLOW-UP AND RESOLUTION. DETERMINING COMPENSATION - FORM 990, PART VI, LINE 15A & 15B THE EXECUTIVE COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, DETERMINES THE CEO'S COMPENSATION PACKAGE BY USING COMPARABLE DATA APPROVED BY THE ENTIRE BOARD. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IS ALSO MAINTAINED. THE CEO DETERMINES THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEE BASED ON OUTSIDE COMPARABILITY DATA AND THE RESULTS ARE DOCUMENTED IN PERSONNEL FILES. AVAILABILITY OF OTHER DOCUMENTS - FORM 990, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.