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← NATIONAL INSTITUTE FOR HEALTH CARE MANAGEMENT RESEARCH EDUC FDN

Form 990 for tax year 2022

Filed by NATIONAL INSTITUTE FOR HEALTH CARE MANAGEMENT RESEARCH EDUC FDN.

Totals

Total revenue
$3,373,173
Total expenses
$2,819,475
Contributions and grants received
$3,430,636
Grants paid
$873,497
Program service revenue
$0
Investment income
-$57,463
Other revenue
$0
Total assets, end of year
$8,278,539
Total liabilities, end of year
$259,284
Net assets or fund balances, end of year
$8,019,255
Program services expenses (Part IX)
$2,384,964
Management and general expenses
$434,511
Fundraising expenses
$0
Program service expenses (Part III)
$2,384,964

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,430,636

  • 3 · Investment income

    total $145,470 · excluded $145,470

  • 7a · Gross sales of assets other than inventory

    securities $2,320,314

  • 7b · Less cost or other basis and sales expenses

    securities $2,523,247

  • 7c · Gain or loss

    securities -$202,933

  • 7d · Net gain or loss

    total -$202,933 · excluded -$202,933

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $816,497 · program services $816,497

  • 2 · Grants to domestic individuals

    total $47,000 · program services $47,000

  • 3 · Grants to foreign organizations and individuals

    total $10,000 · program services $10,000

  • 5 · Compensation of officers, directors and key employees

    total $271,601 · program services $177,546 · management and general $94,055

  • 7 · Other salaries and wages

    total $742,711 · program services $571,666 · management and general $171,045

  • 8 · Pension plan contributions

    total $113,511 · program services $89,171 · management and general $24,340

  • 9 · Other employee benefits

    total $117,206 · program services $94,644 · management and general $22,562

  • 10 · Payroll taxes

    total $68,283 · program services $50,932 · management and general $17,351

  • 11c · Fees: accounting

    total $45,163 · management and general $45,163

  • 11g · Fees: other

    total $257,125 · program services $253,025 · management and general $4,100

  • 12 · Advertising and promotion

    total $1,385 · program services $1,385

  • 13 · Office expenses

    total $1,997 · program services $1,489 · management and general $508

  • 16 · Occupancy

    total $45,761 · program services $36,111 · management and general $9,650

  • 17 · Travel

    total $1,075 · program services $1,063 · management and general $12

  • 19 · Conferences, conventions and meetings

    total $27,914 · program services $26,830 · management and general $1,084

  • 22 · Depreciation, depletion and amortization

    total $30,170 · program services $14,525 · management and general $15,645

  • 23 · Insurance

    total $7,220 · program services $2,856 · management and general $4,364

  • 24a · Other expenses: AWARDS

    total $107,952 · program services $107,952

  • 24b · Other expenses: SUBSCRIPTIONS

    total $38,449 · program services $38,449

  • 24c · Other expenses: WEBSITE MAINTENANCE

    total $22,197 · program services $9,101 · management and general $13,096

  • 24d · Other expenses: COMPUTER EXPENSES

    total $18,936 · program services $14,866 · management and general $4,070

  • 24e · All other expenses

    total $27,322 · program services $19,856 · management and general $7,466

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $97,004

  • 2 · Savings and temporary cash investments

    beginning of year $746,943 · end of year $1,096,504

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,021 · end of year $16,772

  • 11 · Investments: publicly traded securities

    beginning of year $8,667,540 · end of year $6,813,665

  • 15 · Other assets

    beginning of year $64,032 · end of year $254,594

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,829 · end of year $18,081

  • 18 · Grants payable

    beginning of year $399,239 · end of year $241,203

  • 25 · Other liabilities

    beginning of year $544,902 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,532,566 · end of year $8,019,255

Mission and programs · 2022

Mission

TO CONDUCT RESEARCH, EDUCATIONAL FORUMS, DISCUSSION GROUPS & DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE & INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY & REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES.

Activities or mission (Part I)

THE FOUNDATION'S PURPOSE IS TO CONDUCT RESEARCH, HOLD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES.

  • CONDUCTED RESEARCH, HELD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTED EDUCATIONAL MATERIAL TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES.

    Expenses $807,295

  • CONDUCTED AN AWARDS PROGRAM TO INSPIRE AND REWARD SIGNIFICANT CONTRIBUTIONS MADE IN THE HEALTH CARE MANAGEMENT FIELD THROUGH RESEARCH PAPERS, PRINT JOURNALISM, TELEVISION AND RADIO JOURNALISM, AND DIGITAL MEDIA.

    Expenses $454,030

  • NIHCM GRANTS PROGRAM: AWARDED GRANTS FOR INVESTIGATOR-INITIATED RESEARCH WITH POTENTIAL TO INFORM IMPROVEMENTS TO THE U.S. HEALTH CARE SYSTEM BY ADVANCING THE EXISTING KNOWLEDGE BASE IN THE AREAS OF HEALTH CARE FINANCING, DELIVERY, MANAGEMENT AND/OR POLICY. AWARDED ADDITIONAL GRANTS TO JOURNALISTS TO PROVIDE FUNDING FOR HEALTH REPORTING, EDUCATIONAL OPPORTUNITIES FOR HEALTH CARE REPORTERS, AND PUBLIC ENGAGEMENT CAMPAIGNS FOR HEALTH-RELATED DOCUMENTARY FILMS.

    Expenses $1,123,639 · Grants $873,497

As filed on the 2022 return.

Listed in Part VII

  • Cory Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michael Mizeur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Curtis Barnett

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Patrick Gerahgty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • David Holmberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gail Boudreaux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jeff Roe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gary St Hilaire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Maurice Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Andrew Dreyfus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • JD Hickey MD

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Gregory Deavens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Dana Erickson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • W David Helms PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Daniel J Loepp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Tunde Sotunde MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Nancy Chockley

    PRESIDENT & CEO

    Total calculated
    $297,609
    From this org
    $0
    From related orgs
    $271,600
    Other
    $26,009
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,600 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,487 related
    Nontaxable benefits
    $0 + $10,522 related
    Filer's total
    $0 + $297,609 related
  • Kathryn Santoro

    PROGRAM DIRECTOR

    Total calculated
    $248,836
    From this org
    $0
    From related orgs
    $186,646
    Other
    $62,190
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,646 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,749 related
    Nontaxable benefits
    $0 + $33,441 related
    Filer's total
    $0 + $248,836 related
  • Sheree Crute

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $150,821
    From this org
    $116,043
    From related orgs
    $0
    Other
    $34,778
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

    Base
    $116,043
    Bonus
    $0
    Other
    $0
    Deferred
    $17,335
    Nontaxable benefits
    $17,443
    Filer's total
    $150,821
  • Caitlin Ellis

    DIRECTOR OF RESEARCH PRGMS

    Total calculated
    $172,075
    From this org
    $140,220
    From related orgs
    $0
    Other
    $31,855
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $140,220
    Bonus
    $0
    Other
    $0
    Deferred
    $20,998
    Nontaxable benefits
    $10,857
    Filer's total
    $172,075

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NAT'L INSTITUTE FHEALTH CARE MGMT

    RESEARCH & MEMBER SUPPORT · DC

Provenance

Return type
form_990
Tax year
2022
Filed
20 September 2023
IRS schema version
2022v5.0
Source object
202302639349300605

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