HEALTH RESEARCH AND EDUCATIONAL TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH AND EDUCATIONAL TRUST (EIN 36-2203931)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-28
- IRS object ID
- 201433019349300898
- Schema version
- 2013v3.1
- 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 | 2014-10-28T17:00:27-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WEST MADISON STREET | AddressLine1 |
| Address Line2 | SUITE 700 | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAULIK JOSHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2014-10-20 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULIK JOSHI | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,030,816 | 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 | HEALTH RESEARCH AND EDUCATIONAL TRUST IS ORGANIZED TO ASSIST HEALTH CARE ORGANIZATIONS & COMMUNITIES TO IMPROVE THE EFFICIENCY, QUALITY & ACCESSIBILITY OF HEALTH CARE SERVICES BY CONDUCTING APPLIED RESEARCH & DEMONSTRATION PROJECTS AND DISSEMINATING RESULTS THROUGH EDUCATION, PUBLICATIONS, & OTHER MEDIA AS APPROPRIATE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $9,081 | TotalGrossUBIAmt |
| PY Contributions Grants | $49,117,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,769,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,085,166 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $959,744 | CYProgramServiceRevenueAmt |
| PY Investment Income | $825,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $174,440 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,844 | PYOtherRevenueAmt |
| CY Other Revenue | $67,174 | CYOtherRevenueAmt |
| PY Total Revenue | $51,032,456 | PYTotalRevenueAmt |
| CY Total Revenue | $63,970,437 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,827 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $242,190 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,091,924 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,765,519 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $101,471 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,550,869 | PYOtherExpensesAmt |
| CY Other Expenses | $46,271,080 | CYOtherExpensesAmt |
| PY Total Expenses | $48,893,620 | PYTotalExpensesAmt |
| CY Total Expenses | $55,278,789 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,138,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,691,648 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,755,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,661,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,324,567 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,225,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,430,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,435,344 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $37,160,309 | 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 TO IDENTIFY SOLUTIONS ALREADY WORKING 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,701,485 | ExpenseAmt |
| Grant | $233,826 | GrantAmt |
| Revenue | $0 | 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 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 | $1,810,151 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $279,596 | RevenueAmt |
| Desc | HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. HRET WORKS WITH PRIMARY CARE PROVIDERS TO REVIEW THEIR ELECTRONIC HEALTH RECORDS, IMPROVE PRIMARY CARE PREVENTION SERVICES AS WELL AS PROVIDE RESOURCES ON 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 |
|---|---|---|---|
| $2,006,258 | $8,364 | $717,253 | 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. |
| $198,422 | $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 | $2,204,680 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,364 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $717,253 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $47,876,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 82 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | false | 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 |
| 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 | John Evans | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124223200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Suite 400 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL G ROCK | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANIEL L GROSS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $1,764 | $0 | |||
| DAVID P TILTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS A CONRAD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH R SWEDISH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWERENCE P CASALINO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORRIE WARNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BLUNT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYJANE WURTH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CHERNEW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND T HINO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA ANDERSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J UMBDENSTOCK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $1,503,909 | $411,220 | 40.00 | ||
| TR REID | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAULIK JOSHI | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $609,492 | $0 | $119,466 | |||
| R JOHN EVANS | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $440,615 | $118,090 | 40.00 | ||
| BARBARA EDSON | ||||||||
| VP CLINICAL QUALITY | 40.00 | $192,572 | $0 | $24,651 | Yes (X) | |||
| DAVID SCHULKE | ||||||||
| VP RESEARCH PROGRAMS | 40.00 | $204,472 | $0 | $40,582 | Yes (X) | |||
| HEATHER JORNA | ||||||||
| VP HEALTHCARE INNOVATIONS | 40.00 | $185,606 | $0 | $25,562 | Yes (X) | |||
| STEPHEN HINES | ||||||||
| CHIEF RESEARCH OFFICER | 40.00 | $228,727 | $0 | $41,993 | Yes (X) | |||
| STEPHEN MARTIN JR | ||||||||
| VP CLINICAL QUALITY | 40.00 | $246,507 | $0 | $37,400 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,667,376 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,946,288 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $818,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALIFORNIA HEALTH FOUNDATION & TRUST | |||||
| 1215 K ST STE 800 | SACREMENTO | CA | 95814 | DATA RESEARCH | $2,894,058 |
| CYNOSURE HEALTH | |||||
| PO BOX 786 | BURLINGTON | VT | 05402 | DATA RESEARCH | $2,508,674 |
| INDIANA HOSPITAL ASSOCIATION | |||||
| 1 AMERICAN SQ STE 1900 | INDIANAPOLIS | IN | 46282 | DATA RESEARCH | $1,778,571 |
| MISSOURI HOSPITAL ASSOCIATION | |||||
| 4712 COUNTRY CLUB DRIVE | JEFFERSON CITY | MO | 651020060 | DATA RESEARCH | $1,700,000 |
| WISCONSIN HOSPITAL ASSOCIATION | |||||
| 5510 RESEARCH PARK DR | FITCHBURG | WI | 53711 | DATA RESEARCH | $1,538,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $76,500 | FundraisingAmt |
| Related Organizations | $1,852,702 | RelatedOrganizationsAmt |
| Government Grants | $59,929,417 | GovernmentGrantsAmt |
| All Other Contributions | $910,460 | AllOtherContributionsAmt |
| Total Contributions | $62,769,079 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALES OF BOOKS AND DATA | 511120 | $279,626 | $279,626 |
| EDUCATION AND MEETINGS | 611600 | $561,749 | $561,749 |
| MEMBERSHIP DUES | 900099 | $118,369 | $118,369 |
| $0 | |||
| $0 |
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 | $959,744 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,940 | TotalRevenueColumnAmt |
| Exclusion | $156,940 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,747 | TotalRevenueColumnAmt |
| Exclusion | $80,747 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,982,500 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,500 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,500 | TotalRevenueColumnAmt |
| Exclusion | $17,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,120 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $77,879 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,759 | TotalRevenueColumnAmt |
| Exclusion | -$59,759 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $37,105 | $37,105 | |
| ADVERTISING REVENUE | 541800 | $9,081 | $9,081 | |
| $0 |
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 | $46,186 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,970,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $996,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,081 | UnrelatedBusinessRevenueAmt |
| Exclusion | $195,428 | 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 | $242,190 | TotalAmt |
| Program Services | $242,190 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,633 | TotalAmt |
| Program Services | $265,453 | ProgramServicesAmt |
| Management And General | $393,851 | ManagementAndGeneralAmt |
| Fundraising | $4,329 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,137,988 | TotalAmt |
| Program Services | $3,460,925 | ProgramServicesAmt |
| Management And General | $1,612,446 | ManagementAndGeneralAmt |
| Fundraising | $64,617 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,173 | TotalAmt |
| Program Services | $35,055 | ProgramServicesAmt |
| Management And General | $344,118 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,901,305 | TotalAmt |
| Program Services | $1,162,641 | ProgramServicesAmt |
| Management And General | $714,416 | ManagementAndGeneralAmt |
| Fundraising | $24,248 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,420 | TotalAmt |
| Program Services | $440,254 | ProgramServicesAmt |
| Management And General | $234,889 | ManagementAndGeneralAmt |
| Fundraising | $8,277 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,742 | TotalAmt |
| Management And General | $49,742 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,721 | TotalAmt |
| Management And General | $47,721 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,101 | TotalAmt |
| Management And General | $10,101 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,383,733 | TotalAmt |
| Program Services | $38,329,680 | ProgramServicesAmt |
| Management And General | $1,054,053 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698 | TotalAmt |
| Program Services | $1,698 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,755 | TotalAmt |
| Program Services | $975,169 | ProgramServicesAmt |
| Management And General | $136,586 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,046 | TotalAmt |
| Program Services | $66,474 | ProgramServicesAmt |
| Management And General | $20,572 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,387 | TotalAmt |
| Program Services | $86,372 | ProgramServicesAmt |
| Management And General | $590,015 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,110 | TotalAmt |
| Program Services | $1,237,966 | ProgramServicesAmt |
| Management And General | $307,144 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,186,500 | TotalAmt |
| Program Services | $1,510,339 | ProgramServicesAmt |
| Management And General | $1,676,161 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,136 | TotalAmt |
| Program Services | $1,987 | ProgramServicesAmt |
| Management And General | $58,149 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION & TRAINING | $13,802 | $100 | $13,702 |
| BAD DEBT EXPENSE | $45,170 | $9,854 | $35,316 |
| OTHER EXPENSES | $52,179 | $50,468 | $1,711 |
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 | $55,278,789 | TotalAmt |
| Program Services | $47,876,625 | ProgramServicesAmt |
| Management And General | $7,300,693 | ManagementAndGeneralAmt |
| Fundraising | $101,471 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,575,451 | BOYAmt |
| EOY | $10,474,256 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,539,467 | BOYAmt |
| EOY | $8,059,359 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,619 | BOYAmt |
| EOY | $20,045 | 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 | $9,582,910 | BOYAmt |
| EOY | $7,882,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,176,834 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,868 | BOYAmt |
| EOY | $48,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,755,315 | BOYAmt |
| EOY | $28,661,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,112,552 | BOYAmt |
| EOY | $2,616,523 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,326,021 | BOYAmt |
| EOY | $1,521,572 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,885,994 | BOYAmt |
| EOY | $9,087,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,324,567 | BOYAmt |
| EOY | $13,225,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,955,881 | BOYAmt |
| EOY | $14,988,890 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,867 | BOYAmt |
| EOY | $446,454 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,430,748 | BOYAmt |
| EOY | $15,435,344 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,755,315 | BOYAmt |
| EOY | $28,661,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,691,648 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $312,948 | 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 |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HOSPITAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360726140 | EIN |
| Organization Type | 501(c)(6) | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 11h, Description of non-monetary Support | FormAndLineReferenceDesc |
| Explanation | AMERICAN HOSPITAL ASSOCIATION: HRET HAS BEEN A LEADER IN HELPING HOSPITALS, HEALTH SYSTEMS AND THEIR GOVERNING BODIES TO IMPROVE THE HEALTH OF THEIR PATIENTS AND THE COMMUNITIES THEY SERVE. HRET CONDUCTS RESEARCH AND DISSEMINATES THE FINDINGS AND ALSO PROVIDES EDUCATIONAL OPPORTUNITIES TO HELP THE MEMBERS OF THE AHA AND THE GENERAL HEALTH CARE FIELD. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $2,040,789 | F |
| PRIVATE EQUITY FUNDS | $136,045 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,176,834 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AHA AND AFFILIATES | $9,039,442 |
| DEFERRED COMPENSATION | $48,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,087,812 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,351,163 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $312,948 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $77,879 | OtherRevenueAmt |
| Revenue Not Reported | $390,827 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,960,336 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,101 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $63,970,437 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,346,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $77,879 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $77,879 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,268,688 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,101 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,101 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,278,789 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote | HRET IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HRET FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, 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. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. HRET FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2010. |
| Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 | FUNDRAISING EXPENSES - 77879; |
| Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990 | FUNDRAISING EXPENSES - 77879; |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $94,620 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $76,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,120 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $35,979 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $41,900 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $94,620 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,120 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,979 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,900 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $77,879 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,759 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ST JOSEPH CANDLER HOSPITAL INC | |||||||
| 5353 REYNOLDS STREET | SAVANNAH | GA | 31405 | 582288758 | 501-C-3 | $100,000 | AWARD RECIPIENT |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 065103202 | 060646652 | 501-C-3 | $10,000 | AWARD RECIPIENT |
| SETON FUND | |||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | 742212968 | 501-C-3 | $10,000 | AWARD RECIPIENT |
| CHEYENNE REGIONAL MEDICAL | |||||||
| 214 E 23RD STREET | CHEYENNE | WY | 82001 | 836000194 | 501-C-3 | $10,000 | AWARD RECIPIENT |
| FRANKLIN WOODS COMMUNITY HOSPITAL | |||||||
| 300 MEDTECH PARKWAY | JOHNSON CITY | TN | 37604 | 620476282 | 501-C-3 | $12,500 | AWARD RECIPIENT |
| BETH ISRAEL DEACONESS MEDICAL | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | 501-C-3 | $75,000 | 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. HEALTH RESEARCH AND EDUCATIONAL TRUST (HRET) IS DIRECTLY INVOLVED WITH THE OUTCOME OF THE EDWIN L. CROSBY AWARD. OTHER 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 | false | 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 (8 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 UMBDENSTOCK | ||||||||||||||
| BOARD MEMBER | $0 | $942,419 | $0 | $118,401 | $0 | $443,089 | $0 | $209,520 | $0 | $201,700 | $0 | $1,915,129 | $0 | $0 |
| R JOHN EVANS | ||||||||||||||
| TREASURER | $0 | $305,997 | $0 | $32,720 | $0 | $101,898 | $0 | $85,429 | $0 | $32,661 | $0 | $558,705 | $0 | $48,145 |
| MAULIK JOSHI | ||||||||||||||
| PRESIDENT | $435,249 | $0 | $67,500 | $0 | $106,743 | $0 | $89,848 | $0 | $29,618 | $0 | $728,958 | $0 | $56,729 | $0 |
| STEPHEN HINES | ||||||||||||||
| CHIEF RESEARCH OFFICER | $205,696 | $0 | $21,000 | $0 | $2,031 | $0 | $14,139 | $0 | $27,854 | $0 | $270,720 | $0 | $0 | $0 |
| DAVID SCHULKE | ||||||||||||||
| VP RESEARCH PROGRAMS | $183,130 | $0 | $18,819 | $0 | $2,523 | $0 | $11,580 | $0 | $29,002 | $0 | $245,054 | $0 | $0 | $0 |
| STEPHEN MARTIN JR | ||||||||||||||
| VP CLINICAL QUALITY | $222,767 | $0 | $22,550 | $0 | $1,190 | $0 | $8,856 | $0 | $28,544 | $0 | $283,907 | $0 | $0 | $0 |
| HEATHER JORNA | ||||||||||||||
| VP HEALTHCARE INNOVATIONS | $179,316 | $0 | $5,000 | $0 | $1,290 | $0 | $5,760 | $0 | $19,802 | $0 | $211,168 | $0 | $0 | $0 |
| BARBARA EDSON | ||||||||||||||
| VP CLINICAL QUALITY | $175,212 | $0 | $16,300 | $0 | $1,060 | $0 | $6,838 | $0 | $17,813 | $0 | $217,223 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 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 2013. |
| 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 4b, Supplemental nonqualified retirement plan | JOHN EVANS: 457(F) PAYOUT - $48,145 RICH UMBDENSTOCK: 457(F) PAYOUT - $322,335 MAULIK JOSHI: 457(F) PAYOUT - $56,729 |
| 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Sec A, 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, Sec A, Line 7a, Members or stockholders electing members of governing body | SEE NARRATIVE FOR FORM 990, PART VI, LINE 6. |
| Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders | SEE NARRATIVE FOR FORM 990, PART VI, LINE 6. |
| Form 990, Part VI, Sec B, 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, Sec B, Line 12c, Conflict of interest policy | ON AN ANNUAL BASIS, THE ORGANIZATION'S TRUSTEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE. THE ORGANIZATION'S OFFICERS AND ALL OTHER EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE ON A BI-ANNUAL BASIS. 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, Sec B, 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 REVIEW BY THE COMMITTEE IN A TIMELY MANNER. |
| 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, Sec C, 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 Expenses | PROGRAM SUBCONTRACTORS - TOTAL EXPENSE: 10817850, PROGRAM SERVICE EXPENSE: 9763797, MANAGEMENT AND GENERAL EXPENSES: 1054053, FUNDRAISING EXPENSES: ; HEN SUBCONTRACTORS - TOTAL EXPENSE: 28565883, PROGRAM SERVICE EXPENSE: 28565883, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOSPITAL ASSOCIATION | ||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 360726140 | EDUCATION/ADVOCACY | IL | 501(C)(6) | N/A | NA | false |
| INSTITUTE FOR DIVERSITY IN HEALTHCARE | ||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 582094118 | DIVERSITY | IL | 501(C)(3) | 9 | AHA | false |
| AHAPAC | ||||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | 362996517 | POLITICAL CAMPAIGNING | IL | 527 | N/A | AHA | false |
| AMERICAN ORGANIZATION OF NURSE EXECUTIVES | ||||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | 363591337 | NURSE LEADERSHIP | IL | 501(C)(6) | N/A | AHA | false |
| AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION | ||||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | 272399044 | NURSE EDUCATION SUPPORT | DC | 501(C)(3) | Type I | AONE | false |
| 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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