EMERGENCY CARE RESEARCH INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EMERGENCY CARE RESEARCH INSTITUTE (EIN 23-1662091)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-12
- IRS object ID
- 201212869349300431
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-12T10:49:04-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERGENCY CARE RESEARCH INSTITUTE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 194621203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231662091 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERGENCY CARE RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMER | NameControl |
| Phone | 6108256000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G DANIEL DOWNING | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 6108256000 | Phone |
| Date Signed | 2012-10-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY LERNER | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50205054 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ECRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 382 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 163694 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 73306 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42964560 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 50119117 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9498 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12631 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43137752 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50205054 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29003785 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32623163 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 80224 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13235777 | OtherExpensePriorYear |
| Other Expenses Current Year | 14505952 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42239562 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47129115 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 898190 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3075939 | RevenuesLessExpensesCY |
| Total Assets BOY | 35504918 | TotalAssetsBOY |
| Total Assets EOY | 38880864 | TotalAssetsEOY |
| Total Liabilities BOY | 20921162 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22691586 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14583756 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16189278 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Institute is organized exclusively for charitable, scientific, and educational purposes within the | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17169036 | Expense |
| Revenue | 26822600 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15783419 | Expense |
| Revenue | 22396332 | Revenue |
| Description | THE INSTITUTE'S TECHNICAL ASSISTANCE PROGRAMS INCLUDE PROVIDING INFORMATION, TOOLS AND SUPPORT FOR THE BUYERS AND USERS OF HEALTHCARE TECHNOLOGY, AND SERVICES THAT MAKE INFORMED DECISION MAKING POSSIBLE; DEVELOPING AND MAINTAINING A WORLDWIDE CLASSIFICATION SYSTEM FOR INDEXING MEDICAL DEVICES; INVESTIGATING AND ANALYZING ACCIDENTS AND EVENTS INVOLVING PATIENT SAFETY; PROVIDING ASSESSMENT AND EVALUATION OF HEALTHCARE SAFETY AND QUALITY; PROVIDING EVIDENCE-BASED RESEARCH AND EFFECTIVENESS REPORTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1108845 | Expense |
| Revenue | 900185 | Revenue |
| Description | 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 FOR SAFETY AND ENVIRONMENTAL MANAGERS; PROVIDE METHODS FOR IMPROVING PATIENT SAFETY AND HEALTHCARE QUALITY; DISSEMINATE EVIDENCE ABOUT THE QUALITY, SAFETY, AND COST EFFECTIVENESS OF HEALTHCARE TECHNOLOGIES, PRACTICES, AND FACILITIES. THE INSTITUTE MAKES EVIDENCE-BASED INFORMATION AVAILABLE TO PATIENTS AN | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 34061300 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 151 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 382 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | MY | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G DANIEL DOWNING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6108256000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUTLER PIKE | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN REISS | ||||||||
| Chair | 3.00 | X | X | 0 | 0 | 0 | ||
| SHERYL BURT RUZEK | ||||||||
| Trustee/Vice-Chair, Secretary | 2.00 | X | X | 0 | 0 | 0 | ||
| W DAVID WEBB | ||||||||
| Trustee/ Treasurer | 2.00 | X | X | 0 | 0 | 0 | ||
| ROBERT CRANE | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| DANIEL FOX | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD GWYNN | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| GORDON HUNT | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| CLARION JOHNSON | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| JEFFREY LERNER SEE SCH O | ||||||||
| President and CEO/Trustee | 55.00 | X | X | 704540 | 0 | 8850 | ||
| PAUL MALESON | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| J SANFORD SCHWARTZ | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| ANTHONY VINCENT | ||||||||
| Trustee/ Facilities Director | 40.00 | X | 120746 | 0 | 21570 | |||
| ANTHONY MONTAGNOLOSEE SCH O | ||||||||
| EVP and COO | 50.00 | X | 343613 | 0 | 28959 | |||
| RONNI SOLOMONSEE SCH O | ||||||||
| EVP & General Counsel/ Asst Secretary | 50.00 | X | 388924 | 0 | 28459 | |||
| G DANIEL DOWNING | ||||||||
| VP of Finance/ Asst Treasurer | 50 | X | 228953 | 24499 | ||||
| VIVIAN COATES | ||||||||
| VP- Technology Assessment Program | 50 | 226083 | 9188 | X | ||||
| JENNIFER MYERS | ||||||||
| VP- Select Program | 45 | 184581 | 12498 | X | ||||
| GLEN HALL | ||||||||
| VP of Sales | 45 | 246713 | 27483 | X | ||||
| STEVE FERENS | ||||||||
| Area VP North and West, Sales | 55 | 216535 | 18516 | X | ||||
| KAREN SCHOELLES | ||||||||
| Medical Director- HTAIS Program | 45 | 189873 | 13196 | X | ||||
| JOEL NOBEL | ||||||||
| Director of International/ ME | 45 | 172132 | 18137 | X | ||||
| MARK BRULEY | ||||||||
| VP, Accident and Forensic Investigation | 45 | 171337 | 26740 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3194030 | TotalReportableCompFromOrg |
| Total Other Compensation | 238095 | TotalOtherCompensation |
| Number Individuals GT100 K | 62 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE LEWIN GROUP | |||||
| 3130 FAIRVIEW PARK DRIVE SUITE 500 | FALLS CHURCH | VA | 22042 | Information Systems | 1601166 |
| HP ENTERPRISE SERVICES LLC | |||||
| 5400 LEGACY DRIVE | PLANO | TX | 75024 | Information Systems | 1169859 |
| INSTITUTE FOR SAFE MEDICATION | |||||
| 200 LAKESIDE DRIVE SUITE 200200 LAK | HORSHAM | PA | 19044 | Healthcare Technology | 416440 |
| CHESAPEAKE REGION SAFETY COUNCIL INC | |||||
| 17 GOVERNORS COURT | BALTIMORE | MD | 21244 | Educational Services | 307636 |
| MCGLADREY LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | Consulting/ Auditing | 303402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Government Grants | 73306 | GovernmentGrants |
| Total Contributions | 73306 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| MEMBERSHIP, PUBLICATIONS AND INFORMATION | 900099 | 26822600 |
| TECHNICAL ASSISTANCE | 541900 | 22396332 |
| EDUCATIONAL PROGRAMS | 611710 | 900185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 50119117 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12631 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50205054 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50131748 | RelatedOrExemptFunctionIncome |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3219254 | Total |
| Program Services | 1585037 | ProgramServices |
| Management And General | 1587054 | ManagementAndGeneral |
| Fundraising | 47163 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23032050 | Total |
| Program Services | 17924659 | ProgramServices |
| Management And General | 5107391 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2372816 | Total |
| Program Services | 1763452 | ProgramServices |
| Management And General | 605101 | ManagementAndGeneral |
| Fundraising | 4263 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2249749 | Total |
| Program Services | 1671990 | ProgramServices |
| Management And General | 573717 | ManagementAndGeneral |
| Fundraising | 4042 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1749294 | Total |
| Program Services | 1300057 | ProgramServices |
| Management And General | 446094 | ManagementAndGeneral |
| Fundraising | 3143 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16470 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16470 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 57000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8129965 | Total |
| Program Services | 7584620 | ProgramServices |
| Management And General | 545345 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289536 | Total |
| Program Services | 70847 | ProgramServices |
| Management And General | 218689 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822626 | Total |
| Program Services | 621274 | ProgramServices |
| Management And General | 201352 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586223 | Total |
| Program Services | 3235 | ProgramServices |
| Management And General | 582988 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1474666 | Total |
| Program Services | 856161 | ProgramServices |
| Management And General | 618505 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26779 | Total |
| Program Services | 2540 | ProgramServices |
| Management And General | 24239 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41280 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 41280 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1184225 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1184225 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361270 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 361270 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LIBRARY AND INFORMATION | 309628 | 232528 | 77100 | 0 |
| MAILING AND SHIPPING | 99495 | 82049 | 17446 | 0 |
| TELEPHONE/ DATA | 244062 | 0 | 244062 | 0 |
| PRODUCTION COSTS | 564041 | 339277 | 224764 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298686 | Total |
| Program Services | 23574 | ProgramServices |
| Management And General | 253499 | ManagementAndGeneral |
| Fundraising | 21613 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47129115 | Total |
| Program Services | 34061300 | ProgramServices |
| Management And General | 12987591 | ManagementAndGeneral |
| Fundraising | 80224 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3158742 | BOY |
| EOY | 3915564 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8966785 | BOY |
| EOY | 10973147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1931583 | BOY |
| EOY | 1887583 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20219220 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14874886 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5241013 | BOY |
| EOY | 5344334 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15543249 | BOY |
| EOY | 16072832 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663546 | BOY |
| EOY | 687404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35504918 | BOY |
| EOY | 38880864 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3867037 | BOY |
| EOY | 4496765 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15774105 | BOY |
| EOY | 16623678 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106643 | BOY |
| EOY | 408793 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173377 | BOY |
| EOY | 1162350 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20921162 | BOY |
| EOY | 22691586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14583756 | BOY |
| EOY | 16189278 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14583756 | BOY |
| EOY | 16189278 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35504918 | BOY |
| EOY | 38880864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3075939 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1470417 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1904543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1380315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 786100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 163694 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73306 | CurrentTaxYear |
| Total | 4307958 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35112782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36905697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39203149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42964560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50119116 | CurrentTaxYear |
| Total | 204305304 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37017325 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38286012 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39989249 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43128254 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50192422 | CurrentTaxYear |
| Total | 208613262 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6347660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11514942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12283784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13546211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15357867 | CurrentTaxYear |
| Total | 59050464 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6347660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11514942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12283784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13546211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15357867 | CurrentTaxYear |
| Total | 59050464 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 149562798 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 645376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 228211 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 166897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12631 | CurrentTaxYear |
| Total | 1062613 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 645376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 228211 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 166897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12631 | CurrentTaxYear |
| Total | 1062613 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209675875 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.71330 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72100 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00510 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00750 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 222567 | InvestmentCostOrOtherBasis |
| Book Value | 222567 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4908670 | InvestmentCostOrOtherBasis |
| Depreciation | 3863360 | Depreciation |
| Book Value | 1045310 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2685715 | InvestmentCostOrOtherBasis |
| Depreciation | 1331787 | Depreciation |
| Book Value | 1353928 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12402268 | InvestmentCostOrOtherBasis |
| Depreciation | 9679739 | Depreciation |
| Book Value | 2722529 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5344334 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FUNDS HELD BY ESCROW | 430480 |
| DEFERRED FINANCING COSTS, NET | 12063 |
| OTHER ASSETS | 32398 |
| 457(b)PLAN | 212463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 687404 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 457(b)PLAN | $212,463 |
| Accrued 403(b) Contribution | $776,483 |
| Capitalized Equipment Lease Obligation | $173,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1162350 | TotalOfAmounts |
| Total Revenue | 50205054 | TotalRevenue |
| Total Expenses | 47129115 | TotalExpenses |
| Excess Or Deficit For Year | 3075939 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1470417 | NetUnrealizedGLOnInvestments |
| Other | -$211,340 | OtherAmount |
| Total Adjustments | -1681757 | TotalAdjustments |
| Excess Or Deficit Per FS | 1394182 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50038607 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1470417 | NetUnrealizedGainsInvestments |
| Other Revenues | 1303970 | OtherRevenues |
| Revenue Not Rptd F990 | -166447 | RevenueNotRptdF990 |
| Revenue Subtotal | 50205054 | RevenueSubtotal |
| Total Revenue Per Form990 | 50205054 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48644425 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1515310 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1515310 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47129115 | ExpensesSubtotal |
| Total Expenses Per Form990 | 47129115 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt X | 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, 2011 and 2010. | |
| Pt XI Line 8 | EXCLUDES ECRI BHD, A MALAYSIAN CORPORATION WITH NO ACTIVITY IN THE U.S. AND NOT REPORTABLE FOR FORM 990 |
| Pt XII Line 2d | EXCLUDES ECRI BHD, A MALAYSIAN CORPORATION WITH NO ACTIVITY IN THE U.S. AND NOT REPORTABLE FOR FORM 990 |
| Pt XIII Line 2d | EXCLUDES ECRI BHD, A MALAYSIAN CORPORATION WITH NO ACTIVITY IN THE U.S. AND NOT REPORTABLE FOR FORM 990 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe | 1 | 6 | PROGRAM SERVICES | See Part IV | 952137 |
| Middle East | 1 | 1 | PROGRAM SERVICES | See Part IV | 134381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 7 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 7 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1086518 | SubtotalAmountSpent |
| Total Amount Spent | 1086518 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| JEFFREY LERNER SEE SCH O | ||||
| 460000 | 244540 | 7350 | 1500 | 713390 |
| ANTHONY MONTAGNOLOSEE SCH O | ||||
| 301304 | 42309 | 7350 | 21609 | 372572 |
| RONNI SOLOMONSEE SCH O | ||||
| 290800 | 98124 | 7350 | 21109 | 417383 |
| G DANIEL DOWNING | ||||
| 213720 | 15233 | 6862 | 17637 | 253452 |
| VIVIAN COATES | ||||
| 210687 | 15396 | 6772 | 2417 | 235272 |
| JENNIFER MYERS | ||||
| 170196 | 14385 | 5556 | 6942 | 197079 |
| GLEN HALL | ||||
| 192890 | 53823 | 1961 | 25522 | 274196 |
| STEVE FERENS | ||||
| 79031 | 137504 | 6577 | 11939 | 235051 |
| KAREN SCHOELLES | ||||
| 185270 | 4603 | 5558 | 7638 | 203069 |
| JOEL NOBEL | ||||
| 60304 | 111828 | 18137 | 190269 | |
| MARK BRULEY | ||||
| 173901 | -2564 | 5247 | 21493 | 198077 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 1b | Does the organization follow written policy regarding payment or reimbursement of |
| 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 AND WEST SALES; AND JOEL NOBEL, DIRECTOR- INTERNATIONAL/ ME. |
| Part 1 Line 1a | Relevant information regarding dues paid in behalf of or to a person listed in Part VII, Section A, Line 1a: In |
| PartII Lines1-3 Biii | In order to attract and retain dedicated, highly talented individuals with clearly demonstrated achievement in advancing the organization's mission and accomplishments, the organization implemented a total compensation package for the three top managers that supports organizational goals and remains competitive with comparable organizations. The program is based on the evaluation and findings of a qualified independent compensation consultant engaged directly by a Board committee made up of independent members of the Board. Based on these findings, the organization instituted executive retirement payments for the three top managers as well as make-up retirement payments based on years of service in support of the organization's mission and activities. Other compensation for 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, includes payments under supplemental executive retirement compensation agreements and 403(b) make-up supplemental funding compensation agreements. |
| Part II,Column B iii | For one emplyee, small negative amount is shown. This reason for this is fomulaic: the Form 990 instructions state that the Column (B)(i) amount is to be the employee's base compensation and that the sum of Columns (B)(i), (B)(ii) and (B)(iii) must equal the amount reported on Form 990, Part VII, Section A, Columns (D) and (E); all other payments to the employee are to be shown in Column (B)(iii). The small negative amount reflects the voluntary pay reduction under a Flexible Spending Plan, net of other payments to the employee. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (87 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11a | 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 15 | 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 by the Board of Trustees, meeting in | |
| executive session with no involvement by persons having a conflict of interest with respect to | |
| 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 | |
| Form 990, Part IX, Line 24f | MISCELLANEOUS |
| 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 compensation surveys, the periodic use of an independent compensation | |
| consultant, and other sources of comparability data. | |
| Pt VI, Line 15 | 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. | |
| Pt XI | Other changes in net assets or fund balance is a combination of net unrealized gains ($1,470,417). |
| FORM 990, 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. | |
| Pt VII, Line 1a Col 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 more time on an as-needed-basis. | |
| Part VII, Line 1a Col 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. | |
| Sch R, Pt 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 2011, the payment received by ECRI Institute | |
| for such charges was $697,717, approximately 1.4% of ECRI Institute's | |
| total expenses. 100% of this amount ($697,717) 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||||||||
| IMPROVE HEALTHCARE | N/A | N/A | NA | true | 11-3-10 JALAN 3/109F DANUA BUSINESS | KUALA LUMPUP | MY | MY | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.00000 | 100 | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECRI BHD A COMPANY INCORPORATED IN MALAYSIA (SEE SCHEDULE O FOR MORE INFORM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionType |
| Amount Involved | 710199 | AmountInvolved |
| Method Of Amt Determination | actual | MethodOfAmtDetermination |
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