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 HarrisCORY HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael MizeurMICHAEL MIZEUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Curtis BarnettCURTIS BARNETT
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Patrick GerahgtyPATRICK GERAHGTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David HolmbergDAVID HOLMBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gail BoudreauxGAIL BOUDREAUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeff RoeJEFF ROE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gary St HilaireGARY ST HILAIRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maurice SmithMAURICE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew DreyfusANDREW DREYFUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JD Hickey MDJD HICKEY MD
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Gregory DeavensGREGORY DEAVENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dana EricksonDANA ERICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
W David Helms PhDW DAVID HELMS PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Daniel J LoeppDANIEL J LOEPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tunde Sotunde MDTUNDE SOTUNDE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nancy ChockleyNANCY 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 SantoroKATHRYN 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 CruteSHEREE 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 EllisCAITLIN 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
-
$45,000
EXEMPT PURPOSE RELATED JOURNALISM GRANT.
-
EXEMPT PURPOSE RELATED JOURNALISM GRANT.
-
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
REGENTS OF THE UNIVERSITY OF MINNESOTA
$36,272
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
EXEMPT PURPOSE RELATED JOURNALISM GRANT
-
$34,942
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
$32,500
EXEMPT PURPOSE RELATED RESEARCH GRANT
-
UNIVERSITY OF MASSACHUSETTS
$32,488
EXEMPT PURPOSE RELATED RESEARCH GRANT
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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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