2013-11-08T06:50:03-08:00 2012-12-31 EMERGENCY CARE RESEARCH INSTITUTE 5200 BUTLER PIKE PLYMOUTH MEETING PA 194621203 990 2012-01-01 231662091 EMERGENCY CARE RESEARCH INSTITUTE EMER 6108256000 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 G DANIEL DOWNING 6108256000 2013-11-08 2012 2016-02-24 21:20:13Z JEFFREY LERNER 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 72209831 false X ECRI.ORG X 1955 PA The Institute is organized exclusively for charitable, scientific, and educational purposes within the meaning of IRC Section 501(c)(3). The Institute's mission is to improve the safety, quality and cost-effectiveness of healthcare and to protect the public from harm. The Institute's mission is accomplished through its publishing, membership and information programs, technical assistance and consultation programs, and educational programs. 13 11 413 150 0 73306 0 50119117 53657417 12631 142815 0 50205054 53800232 0 0 32623163 35171069 0 72122 14505952 13722562 47129115 48893631 3075939 4906601 38880864 45685648 22691586 22590931 16189278 23094717 The Institute is organized exclusively for charitable, false false 18214212 29972753 RESEARCH AND EVALUATION PROGRAMS, MEMBERSHIPS, PUBLICATIONS AND INFORMATION: ECRI INSTITUTE'S FULL-TIME INTERDISCIPLINARY STAFF PROVIDES A SCOPE AND DEPTH OF CLINICAL, MANAGEMENT, AND TECHNICAL HEALTHCARE EXPERIENCE UNMATCHED BY ANY OTHER ORGANIZATION. RECOGNIZED WORLDWIDE AS EXPERTS IN THEIR RESPECTIVE FIELDS, ECRI INSTITUTE'S STAFF MEMBERS PUBLISH REGULARLY IN THE MEDICAL, HOSPITAL, AND TECHNICAL LITERATURE. IN ADDITION, ECRI INSTITUTE PROMOTES AND MAKES POSSIBLE IMPROVED METHODS OF PATIENT CARE THROUGH ITS VARIOUS PUBLICATIONS AND INFORMATION SERVICES, WHICH ARE USED BY THE PUBLIC AND ALSO THE HEALTHCARE COMMUNITY, INCLUDING HOSPITALS, NURSING HOMES, HOME HEALTHCARE PROGRAMS, AND CLINICS. THESE PUBLICATIONS AND INFORMATION SERVICES CONTAIN THE RESULTS OF ECRI INSTITUTE'S INTERNALLY CONDUCTED RESEARCH AND EVALUATION PROGRAMS, INFORMATION AND EXPERIENCE OBTAINED THROUGH ITS TECHNICAL ASSISTANCE SERVICES AND OTHER ACTIVITIES, AND INFORMATION GATHERED FROM MANY OTHER SOURCES. THE INSTITUTE'S PUBLICATION, MEMBERSHIP AND INFORMATION PROGRAMS INVOLVE CONDUCTING STUDIES AND DISSEMINATING INFORMATION AND TOOLS THAT IDENTIFY, DEVELOP, ASSESS, AND VERIFY EVIDENCE ABOUT THE QUALITY, SAFETY, AND COST EFFECTIVENESS OF HEALTHCARE TECHNOLOGIES, PRACTICES, AND FACILITIES; DISSEMINATING INFORMATION, JUDGMENT, GUIDANCE, AND RESEARCH CONCLUSIONS TO PROTECT THE PUBLIC FROM UNSAFE AND INEFFECTIVE MEDICAL TECHNOLOGIES AND UNSAFE PRACTICES; IMPROVING PATIENT SAFETY BY PREVENTING MEDICAL ERRORS, PATIENT ACCIDENTS, INJURIES, AND DEATH; ASSESSING AND DISSEMINATING INFORMATION ON THE EFFECTIVENESS OF DRUGS, MEDICAL DEVICES, PROCEDURES AND PRACTICES; COLLECTING, ORGANIZING, AND DISSEMINATING OBJECTIVE, TECHNICALLY ACCURATE INFORMATION THAT PREVENTS INJURY AND ILLNESS AND BENEFITS PATIENT CARE. THROUGH THESE PROGRAMS, ECRI INSTITUTE PROMOTES AND MAKES POSSIBLE IMPROVED METHODS OF PATIENT CARE FOR THE BENEFIT OF PUBLIC HEALTH. 15482057 22645201 TECHNICAL ASSISTANCE PROGRAMS: ECRI INSTITUTE PROMOTES IMPROVED METHODS OF PATIENT CARE BY PROVIDING TO THE HEALTHCARE COMMUNITY, AND TO FEDERAL AND STATE AGENCIES, A WIDE RANGE OF TECHNICAL ASSISTANCE, INCLUDING HEALTHCARE ENGINEERING AND MANAGEMENT GUIDANCE, MEDICAL EQUIPMENT ACCEPTANCE CRITERIA, HAZARDOUS MATERIALS AND OTHER ENVIRONMENTAL MANAGEMENT PROGRAMS, AND ACCIDENT INVESTIGATION SERVICES. THE INSTITUTE'S TECHNICAL ASSISTANCE PROGRAMS INCLUDE PROVIDING INFORMATION TOOLS AND SUPPORT FOR 1124864 1039463 EDUCATIONAL PROGRAMS, SEMINARS AND SYMPOSIA BY ECRI INSTITUTE ADDRESS CURRENT AND EMERGING ISSUES IN HEALTHCARE, THE RESULTS OF WHICH ARE PUBLISHED TO THE HEALTHCARE COMMUNITY, THEREBY PROMOTING AND MAKING POSSIBLE IMPROVED METHODS OF PATIENT CARE FOR THE BENEFIT OF PUBLIC HEALTH. EDUCATIONAL PROGRAMS: THE INSTITUTE'S EDUCATIONAL PROGRAMS, SEMINARS AND SYMPOSIA ADDRESS CURRENT AND EMERGING ISSUES IN HEALTHCARE WITH A FOCUS ON EVIDENCE-BASED RESEARCH; PROVIDE PROFESSIONAL EDUCATION AND TRAINING F 34821133 true false false false false false false false false true false false false false false true false false true true false false false false false false false false true false false false false false false false true false false false false false true true true false true 113 0 true 413 true false true UK MY false false false false false false false false X 13 11 false false false false false false false true true false true true true true true true true true true true false PA X G DANIEL DOWNING 6108256000 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 JOHN REISS 3.00 X X 0 0 0 SHERYL BURT RUZEK 2.00 X X 0 0 0 W DAVID WEBB 2.00 X X 0 0 0 ROBERT CRANE 2.00 X 0 0 0 DANIEL FOX 2.00 X 0 0 0 RICHARD GWYNN 0.00 X 0 0 0 GORDON HUNT 2.00 X 0 0 0 CLARION JOHNSON 2.00 X 0 0 0 JEFFREY LERNER SEE SCH O 60.00 X X 735815 0 11083 PAUL MALESON 0.00 X 0 0 0 J SANFORD SCHWARTZ 2.00 X 0 0 0 ANTHONY VINCENT 40.00 X 127344 0 23295 JANET CORRIGAN 2.00 X 0 0 0 ANTHONY MONTAGNOLOSEE SCH O 50.00 X 358149 0 32387 RONNI SOLOMONSEE SCH O 55 X 406703 31887 G DANIEL DOWNING 55 X 240103 27643 VIVIAN COATES 45 X 236880 11562 JENNIFER MYERS 45 X 194010 13850 GLEN HALL 55 X 288802 31633 STEVE FERENS 60 X 188469 22415 KAREN SCHOELLES 50 X 195323 15577 MICHAEL ARGENTERI 45 X 187240 16375 SHARON MURPHY 45 X 177724 29370 3336562 267077 68 false true false HP ENTERPRISE SERVICES LLC 5400 LEGACY DRIVE PLANO TX 75024 Information Systems 1232584 HEXAWARE TECHNOLOGIES INC 1095 CRANBURY SOUTH RIVER RD JAMESTOWN NJ 08831 Information Systems 429460 THE LEWIN GROUP 3130 FAIRVIEW PARK DRIVE SUITE 500 FALLS CHURCH VA 22042 Information Systems 417449 MCGLADREY LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 Consulting/ Auditing 409627 INSTITUTE FOR SAFE MEDICATION 200 LAKESIDE DRIVE SUITE 200200 LAK HORSHAM PA 19044 Healthcare Technology 361919 17 MEMBERSHIP, PUBLICATIONS AND INFORMATION 900099 29972753 TECHNICAL ASSISTANCE 541900 22645201 EDUCATIONAL PROGRAMS 611710 1039463 53657417 256321 18409599 18523105 -113506 -113506 -113506 53800232 53800232 3336562 1469369 1817668 49525 25664383 19917196 5747187 0 1079018 795715 281460 1843 3022692 2229065 788465 5162 2068414 1525339 539543 3532 3465 0 3465 0 57000 0 57000 0 15000 0 15000 0 4700721 4422121 278600 0 450653 41477 409176 0 1600899 1363474 237425 0 543453 0 543453 0 1391118 741469 649649 0 95749 123 95626 0 15010 0 15010 0 1089895 0 1089895 0 361392 0 361392 0 LIBRARY AND INFORMATION 712688 645164 67524 0 ADMINISTRATIVE FEES 200100 200100 0 0 TELEPHONE/ DATA 204463 22442 182021 0 PRODUCTION COSTS 242039 125660 116379 0 2038917 1322419 704438 12060 48893631 34821133 14000376 72122 3915564 4328221 10973147 11095696 1887583 2780991 21551024 15409075 5344334 6141949 16072832 20612140 687404 726651 38880864 45685648 4496765 3996807 16623678 17680649 408793 1162350 913475 22691586 22590931 X 16189278 23094717 16189278 23094717 38880864 45685648 4906601 1998836 2 X false true X true true true X 0 0 0 1380315 786100 163694 73306 2403415 36905697 39203149 42964560 50119116 53657417 222849939 38286012 39989249 43128254 50192422 53657417 225253354 11514942 12283784 13546211 15357867 15809321 68512125 11514942 12283784 13546211 15357867 15809321 68512125 156741229 228211 166897 9498 12631 142815 560052 228211 166897 9498 12631 142815 560052 225813406 0.69410 0.71330 0.00250 0.00510 X 222567 222567 4908670 4001819 906851 3222543 1442363 1780180 13197244 9964893 3232351 6141949 FUNDS HELD BY ESCROW 430480 DEFERRED FINANCING COSTS, NET OTHER ASSETS 28240 457(b)PLAN 267931 726651 457(b)PLAN 267931 Accrued 403(b) Contribution 517661 Capitalized Equipment Lease Obligation 127883 913475 X 55799068 1998836 1998836 53800232 53800232 48893631 48893631 48893631 Pt X Line 2 Management evaluated the Institue's tax positions and concluded that the Institute had TAKEN NO UNCERTAIN TAX POSTIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB ASC TOPIC 740-10. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011. Europe 1 6 PROGRAM SERVICES See Part IV 1275686 Middle East 1 1 PROGRAM SERVICES See Part IV 403881 2 7 2 7 1679567 1679567 false false false false false false Pt I Line 2 ECRI Institute does not provide grants Pt 1 Line 1 ECRI Institute does not provide grants Pt 1 Line 3 Col (E)1 An office is maintained in England in order to provide publications, reports and other healthcare information, technical assistance services and education programs, all in support of the Institute's mission (see Form 990, Part 1, Line 1) in Europe and elsewhere outside the United States. Pt 1 Line 3 Col (E)2 An office is maintained in Dubai, UAE in order to provide publications, reports and other healthcare information, technical assistance services and education programs, all in support of the Institute's mission (see Form 990, Part 1, Line 1) in the Middle East. X true true X X X X X false false false true false false false false false JEFFREY LERNER SEE SCH O 479688 256127 10000 1084 746899 ANTHONY VINCENT 124201 3143 4968 18327 150639 ANTHONY MONTAGNOLOSEE SCH O 314200 43949 10000 22387 390536 RONNI SOLOMONSEE SCH O 303246 103457 10000 21887 438590 G DANIEL DOWNING 224406 15697 8976 18667 267746 VIVIAN COATES 224406 12474 9062 2500 248442 JENNIFER MYERS 178706 15304 7148 6701 207859 GLEN HALL 132451 156351 4398 27235 320435 STEVE FERENS 82782 105687 7355 15061 210885 KAREN SCHOELLES 194533 790 7781 7796 210900 MICHAEL ARGENTERI 175332 11908 16375 203615 SHARON MURPHY 66226 111498 7274 22096 207094 Pt I Line 1a Relevant information regarding dues paid in behalf of or to a person listed in Part VII, Section A, Line 1a: In Pt I Line 1b Does the organization follow written policy regarding payment or reimbursement of expenses described in Line 1a? -Yes, such payments and reimbursements are made in accord with the organization's standard written policies which require that expenses have a genuine business purpose and that such expenses have proper authorization, documentation, review and approval. Pt I Line 5a Did the organization pay or accrue any compensation contingent on the revenues of the organization? - In order to accomplish its mission to improve public health and safety, it is necessary to hire, motivate and retain qualified employees primarily responsible for business development. These positions require extensive travel, knowledge of healthcare issues and Institute capabilities, the ability to effectively communicate with healthcare professionals at all levels, and other critical skills. For these positions, the organization provides a base salary combined with a pay component which is contingent on revenues in order to reward revenue generation for business development while ensuring that a portion of compensation is at risk. In Form 990, Part VII, Section A, there are three (3) employees who received such compensation: Glen Hall, Vice President of Sales; Steve Ferens, Area VP North & East Sales; and Sharon Murphy, Director of National Accounts PSRQ. Pt II Lines 1-3 Col(B)iii In order to attract and retain dedicated, highly talented individuals with clearly demonstrated achievement in GORDON HUNT (AS OFFICER OF SUTTER HEALTH) TRUSTEE 77214 SUBSCRIPTION SERVICE AT REGULAR PRICE (AT/HDS) false GORDON HUNT (AS OFFICER OF SUTTER HEALTH) TRUSTEE 32094 SUBSCRIPTION SERVICE AT REGULAR PRICE (HRC/PPRM) false GORDON HUNT (AS OFFICER OF SUTTER HEALTH)) TRUSTEE 75853 TECHINCAL SERVICES AT REGULAR PRICING false Pt VI, Line 11b Describe the process used by the organization to review the Form 990: The Form 990 is prepared by the Controller with input from others as needed. A draft of the completed Form 990 is reviewed by the Chief Financial Officer. Thereafter, the preliminary Form 990 is sent to each officer and Trustee for their review and comments, and all questions and comments are responded to. In addition, the Form 990 is reviewed and discussed with the Governing Board's Finance/Audit Committee and thereafter with the Trustees. After the above-described reviews and discussions, the final Form 990 is signed and filed with the IRS. Pt VI, Line 12c Describe how the organization regularly and consistently monitors and enforces compliance with the organization's conflict of interest policy: All staff receive a Code of Conduct and Business Ethics manual that sets forth the institutional principles, mission, goals, conflict of interest rules, and other matters related to quality and accountability. The Board of Trustees has established the organization's conflict of interest policy and requires that each employee and Trustee annually responds to a questionnaire with a certification that there is no conflict of interest that has not been disclosed and appropriately adjudicated. The Board of Trustees has directed the Executive Vice President and General Counsel and the Chief Financial Officer to review each certification and to ensure adherence with this policy. The organization also maintains a hotline number for staff to report possible violations. The organization's conflict of interest policy also requires that instances that might occur during the year and would require disclosure under the policy be promptly reported to the Executive Vice President and General Counsel and the Chief Financial Officer for their review and adjudication. The Board of Trustees takes appropriate action if there is any non-compliance with the organization's conflict of interest policy. Pt VI, Line 15a Describe the process for determining compensation for the Chief Executive Officer: Compensation for the President and Chief Executive Officer is subject to the review and approval of the Board of Trustees, meeting in executive session with no involvement by persons having a conflict of interest with respect to the compensation arrangements at issue. The Compensation Committee of the Board reviews and analyzes performance and comparability data and makes a recommendation to the full Board. The process includes the use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding such compensation arrangements. The organization's process involves data from Form 990, Part IX, Line 24f MISCELLANEOUS compensation surveys, the periodic use of an independent compensation consultant, and other sources of comparability data. Pt VI, Line 15b Describe the process for determining compensation for other officers: Compensation for the Executive Vice President and Chief Operating Officer and for the Executive Vice President and General Counsel is determined by the President and Chief Executive Officer. The process includes the use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The process also includes discussion, advice and oversight by the Compensation Committee of the Board of Trustees which reports to the full Board of Trustees. Pertinent information and other substantiation of the deliberations and decisions are documented. The organization's process involves data from compensation surveys, the periodic use of an independent compensation consultant, and other sources of comparability data. The President and Chief Executive Officer and other top managers review the compensation for officers and key employees other than those mentioned above. The organization also uses its Human Resources Department to review compensation and salary increases based on salary survey data and compensation data for comparable organizations and job functions. Pt VI, Line 19 Describe how the organization makes its governing documents, conflict of interest policy and financial statements available to the public: Both the Chief Financial Officer and the Executive Vice President & General Counsel are responsible for making its governing documents, conflict of interest policy, financial statements and other documents (ECRI Institute's "Public File") available to the public. This is accomplished by announcing the availability of the Public File and the process by which it may be inspected or copies obtained, such announcement being posted on the Institute's website and being posted in a public area of its facilities. Also the organization's Form 990 is publically available at www.guidestar.org. Form 990 Page 1, Item C Name of Organization: The organization's legal name is Emergency Care Research Institute. The organization also does business as ECRI Institute, ECRI and ECRI Institute PSO. Part VII, Line 1a, Column B Average Hours Per Week: Except for two full-time employees, Trustees are not compensated for their services. The amount of time each non-employee Trustee spends on ECRI Institute matters, such as Board meetings, committee meetings and activities, consultation with management and in governance of the organization, varies greatly during the year and is difficult to estimate without detail time records. Accordingly, an average of 2 hours per week is shown for most non-employee Trustees, but the 2 hours per week average reported here is the minimum average contribution; many trustees contribute significantly more time on an as-needed-basis. Part VII, Line 1a, Column D Reportable Compensation: Compensation reported on Form W-2 for three executive officers (Jeffrey Lerner, President and Chief Executive Officer, Anthony Montagnolo, Executive Vice President and Chief Operating Officer, and Ronni Solomon, Executive Vice President and General Counsel) include base pay plus payments received under a supplemental executive retirement compensation agreement and payments received under a 403(b) make-up supplemental funding compensation agreement. See Schedule J for a breakdown of the compensation amounts for each. Schedule R, Part V, Line 1p Reimbursement paid by other organization for expenses: ECRI Institute incurs costs for developing, printing and distributing publications and other information for the benefit of ECRI Bhd., an affiliate incorporated in Malaysia. ECRI Institute also incurs costs for technical assistance and administrative support provided to ECRI Bhd. The fair value of such costs is determined at an arms-length basis, and is reimbursed to ECRI Institute by ECRI Bhd. In 2012, the payment received by ECRI Institute for such charges was $726,508, approximately 1.5% of ECRI Institute's total expenses. 100% of this amount ($726,508) is related to the same exempt purpose as that for the controlling entity, ECRI Institute, and is not unrelated business income. In addition, since the payment is a reimbursement of actual costs incurred by the controlling entity, ECRI Institute, there is no net income from this transaction. ECRI LABORATORIES 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 232053202 INACTIVE PA 501C3 INACTIVE NA false WHITEMARSH INSTITUTE 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 232996964 INACTIVE PA 501C3 INACTIVE NA false ECRI SHARED SERVICES 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 232056173 INACTIVE PA 501C3 INACTIVE NA false ECRI BHD 11-3-10 JALAN 3/109F DANUA BUSINESS KUALA LUMPUP MY IMPROVE HEALTHCARE MY N/A N/A NA true ECRI INC 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 232082955 INACTIVE PA NA C 1.00000 NATIONAL SAFETY TECHNOLOGIES 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 232491329 INACTIVE PA ECRI INSTITUTE C 100 1.00000 false false false false false false false false false false false false false false false false true false false ECRI BHD A COMPANY INCORPORATED IN MALAYSIA (SEE SCHEDULE O FOR MORE INFORM p 726508 Actual