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Nonprofiteer
← NEHI INC

Form 990 for tax year 2023

Filed by NEHI INC.

Totals

Total revenue
$1,518,352
Total expenses
$1,660,111
Contributions and grants received
$923,337
Grants paid
$0
Program service revenue
$527,500
Investment income
$5,105
Other revenue
$62,410
Total assets, end of year
$1,400,086
Total liabilities, end of year
$1,377,402
Net assets or fund balances, end of year
$22,684
Program services expenses (Part IX)
$1,005,547
Management and general expenses
$654,564
Fundraising expenses
$0
Program service expenses (Part III)
$1,005,547

Program services were 60.6% 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

    $923,337

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $527,500 · related or exempt $527,500

  • 3 · Investment income

    total $5,105 · excluded $5,105

  • 11a · Other revenue: OTHER INCOME

    total $62,410 · excluded $62,410

  • 11e · Other revenue, total

    $62,410

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $504,818 · program services $452,447 · management and general $52,371

  • 7 · Other salaries and wages

    total $625,789 · program services $260,289 · management and general $365,500

  • 9 · Other employee benefits

    total $71,598 · program services $33,325 · management and general $38,273

  • 10 · Payroll taxes

    total $76,879 · program services $47,709 · management and general $29,170

  • 11c · Fees: accounting

    total $128,081 · management and general $128,081

  • 11g · Fees: other

    total $6,015 · program services $5,019 · management and general $996

  • 12 · Advertising and promotion

    total $14,402 · program services $14,402

  • 13 · Office expenses

    total $35,200 · program services $28,624 · management and general $6,576

  • 14 · Information technology

    total $22,974 · program services $14,789 · management and general $8,185

  • 16 · Occupancy

    total $23,507 · program services $15,132 · management and general $8,375

  • 19 · Conferences, conventions and meetings

    total $34,297 · program services $34,297

  • 22 · Depreciation, depletion and amortization

    total $35,504 · program services $22,281 · management and general $13,223

  • 23 · Insurance

    total $5,338 · program services $3,436 · management and general $1,902

  • 24a · Other expenses: PROGRAM EXPENSES

    total $73,967 · program services $72,537 · management and general $1,430

  • 24b · Other expenses: MEMBER AND PARTNER SERV

    total $1,742 · program services $1,260 · management and general $482

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,105 · end of year $149,594

  • 2 · Savings and temporary cash investments

    beginning of year $477,109 · end of year $412,214

  • 3 · Pledges and grants receivable

    beginning of year $111,552 · end of year $605,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,541 · end of year $18,279

  • 10a · Land, buildings and equipment: cost or other basis

    $239,850

  • 10b · Land, buildings and equipment: accumulated depreciation

    $174,953

  • 10c · Land, buildings and equipment, net

    beginning of year $82,066 · end of year $64,897

  • 15 · Other assets

    beginning of year $253,938 · end of year $150,102

  • 17 · Accounts payable and accrued expenses

    beginning of year $321,421 · end of year $185,323

  • 19 · Deferred revenue

    beginning of year $308,000 · end of year $967,500

  • 25 · Other liabilities

    beginning of year $350,074 · end of year $224,579

  • 27 · Net assets without donor restrictions

    beginning of year -$814,736 · end of year -$1,275,429

  • 28 · Net assets with donor restrictions

    beginning of year $1,014,552 · end of year $1,298,113

Mission and programs · 2023

Mission

NEHI'S MISSION IS TO SOLVE COMPLEX PROBLEMS AND ACHIEVE VALUE IN HEALTH CARE BY FOSTERING INTERDISCIPLINARY COLLABORATION AND INNOVATION.

  • AUTOMATION OF PRIOR AUTHORIZATION:NEHI WAS FUNDED BY THE MASSACHUSETTS HEALTH POLICY COMMISSION (THE STATE'S COMMISSION OVERSEEING OVERALL HEALTH CARE SPENDING IN MASSACHUSETTS AND RECOMMENDING STEPS TO LIMIT SPENDING TO THE RATE OF GROWTH IN THE STATE ECONOMY) AND FOUR AUTOMATION TECHNOLOGY SERVICE PROVIDERS (CHANGE HEALTHCARE, COHERE HEALTH, HOOK MD, AND ZEOMEGA) TO ASSEMBLE A GROUP OF LOCAL PAYERS AND PROVIDERS AS WELL AS AUTOMATION TECHNOLOGY SERVICE PROVIDERS, ELECTRONIC HEALTH RECORD VENDORS, FEDERAL AGENCY REPRESENTATIVES, AND STATE AGENCY REPRESENTATIVES, TO PRODUCE ACTIONABLE AND PRAGMATIC RECOMMENDATIONS THAT WOULD REQUIRE MASSACHUSETTS PAYERS AND PROVIDERS TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS WITHIN THE NEXT TWO YEARS. NEHI PARTNERED WITH THE MASSACHUSETTS HEALTH DATA CONSORTIUM (WHICH PROVIDED PRO BONO WORK) TO COMPLETE THIS PROJECT. NEHI AND MHDC CREATED A STANDALONE PRESENTATION THAT OUTLINES, FROM A TECHNICAL STANDPOINT, WHAT PAYERS AND PROVIDERS MUST DO TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS, CONDUCTED A NEEDS ASSESSMENT TO DETERMINE WHAT STAKEHOLDERS WOULD REQUIRE TO AUTOMATE PRIOR AUTHORIZATION, AND PRODUCED A FINAL REPORT THAT INCLUDED NEHI AND MHDC'S RECOMMENDATIONS ("ADVANCING PRIOR AUTHORIZATION AUTOMATION ACROSS MASSACHUSETTS") IN APRIL 2023, FOLLOWED BY A WEBINAR IN MAY 2023 TO DISSEMINATE THE PROJECT WORK AND RECOMMENDATIONS.

    Expenses $57,339 · Revenue $60,000

  • ALZHEIMER'S DISEASE:NEHI RECEIVED PROJECT SPONSORSHIPS FROM ELI LILLY & COMPANY AND FROM EISAI INC. FOR A PROJECT THAT FOCUSED ON THE WIDE ARRAY OF INNOVATIONS EMERGING TO SCREEN INDIVIDUALS FOR DEMENTIA AND CONDUCT FOLLOW-UP ASSESSMENTS OF BRAIN HEALTH. THE PROJECT ENTAILED A SERIES OF EXPERT INTERVIEWS AND AN EXPERT DISCUSSION ROUNDTABLE HELD IN WASHINGTON, D.C. ON MAY 23 AT THE KAISER PERMANENTE CENTER FOR TOTAL HEALTH . EXPERTS CONSULTED BY NEHI INCLUDED SENIOR EXECUTIVES AT LEADING NATIONAL ORGANIZATIONS OF FAMILY PHYSICIANS, GERONTOLOGISTS, GERIATRICIANS AND OTHER CLINICAL PROFESSIONALS; PATIENT ADVOCATES; AND DEVELOPERS OF NEW DIGITAL DEVICES, ARTIFICIAL INTELLIGENCE APPLICATIONS AND LABORATORY TESTS THAT AIM AT DEMENTIA DETECTION. FINDINGS FROM NEHI'S RESEARCH AND INTERVIEWS FORM THE BASIS OF A FINAL REPORT THAT NEHI PUBLISHED ON SEPTEMBER 19, 2024, DETECTING DEMENTIA: EMERGING INNOVATIONS AND THEIR IMPLICATIONS FOR AMERICAN ADULTS AND THEIR HEALTH CARE. THE NEHI REPORT INCLUDES A SERIES OF RECOMMENDATIONS FOR UPTAKE OF INNOVATIONS THAT WILL ENABLE EFFICIENT AND AFFORDABLE DETECTION OF DEMENTIA AT A GREATER SCALE THAN COMMONLY OBSERVED TODAY.

    Expenses $72,721 · Revenue $125,000

  • CHCF PRIOR AUTHORIZATION:NEHI WAS FUNDED BY THE CALIFORNIA HEALTH CARE FOUNDATION (AN INDEPENDENT, NONPROFIT PHILANTHROPY THAT WORKS TO IMPROVE THE HEALTH CARE SYSTEM SO THAT ALL CALIFORNIANS HAVE THE CARE THEY NEED) TO GATHER AN ADVISORY GROUP OF CALIFORNIA PAYERS, PROVIDERS, CONSUMER ADVOCATES, AND POLICYMAKERS TO UNDERSTAND THE TOP ISSUES AROUND THE PRIOR AUTHORIZATION PROCESS AND MAKE RECOMMENDATIONS ON PRAGMATIC AND FEASIBLE SOLUTIONS TO ADDRESS THESE ISSUES. TO COMPLETE THIS WORK, NEHI DEVELOPED AN INTERIM REPORT, DETAILING CALIFORNIA'S HEALTH CARE LANDSCAPE AS WELL AS FEDERAL, STATE, AND VOLUNTARY PRIOR AUTHORIZATION REFORM EFFORTS OVER THE PAST DECADE AND CONDUCTED A STAKEHOLDER ASSESSMENT AMONG CALIFORNIA PAYERS, PROVIDERS, CONSUMER ADVOCATES, AND STATE AGENCIES TO COLLATE AND DESCRIBE THE TOP ISSUES ASSOCIATED WITH PRIOR AUTHORIZATION. NEHI ALSO DEVELOPED A FINAL REPORT DETAILING CONSIDERATIONS AND RECOMMENDATIONS FOR CALIFORNIA TO IMPROVE ITS PRIOR AUTHORIZATION PROCESS AND PLANNED A WEBINAR TO DISSEMINATE ITS WORK. NEHI ENGAGED THE MASSACHUSETTS HEALTH DATA CONSORTIUM AS A CONSULTANT THROUGHOUT THIS WORK TO PROVIDE TECHNICAL EXPERTISE AND FEEDBACK ON RECOMMENDATIONS TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS.

    Expenses $60,614 · Revenue $85,000

  • Expenses $814,873 · Revenue $257,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nora Dennis MD Msph

    DIRECTOR (UNTIL 2/7/23)

    Total calculated
    $0
    Hours/week
    1
  • Michael Apkon MD PhD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Sherman MD MBA Ms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christina Severin MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Taft Parsons III MD

    DIRECTOR (SINCE 2/7/23)

    Total calculated
    $0
    Hours/week
    1
  • Andrew Shin JD MPH MBA

    DIRECTOR (SINCE 8/8/23)

    Total calculated
    $0
    Hours/week
    1
  • Kate Wallis RN Bsn

    DIRECTOR (SINCE 5/9/23)

    Total calculated
    $0
    Hours/week
    1
  • Fiona Mack PhD

    DIRECTOR (SINCE 8/8/23)

    Total calculated
    $0
    Hours/week
    1
  • Shawn Griffin MD Faafp

    DIRECTOR (SINCE 12/6/23)

    Total calculated
    $0
    Hours/week
    1
  • Patti Boozang MPH

    DIRECTOR (SINCE 12/6/23)

    Total calculated
    $0
    Hours/week
    1
  • Christopher Coburn MPH

    DIRECTOR (UNTIL 8/8/23)

    Total calculated
    $0
    Hours/week
    1
  • Jen Doorly Magaziner MBA MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert Filippone PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ruben King-Shaw Mha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David P Meeker MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Garth Graham MD MPH Facp Facc

    DIRECTOR (UNTIL 12/6/23)

    Total calculated
    $0
    Hours/week
    1
  • Eve Slater MD Facc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Josef Von Rickenbach MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cara McNulty Dpa

    DIRECTOR (UNTIL 2/7/23)

    Total calculated
    $0
    Hours/week
    1
  • Sandhya Rao MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Murray Ross PhD

    DIRECTOR (CHAIR UNTIL 3/1/23)

    Total calculated
    $0
    Hours/week
    1
  • Liz Lewis JD

    VICE CHAIR (3/1/23-12/6/23)

    Total calculated
    $0
    Hours/week
    1
  • Mark Lutes JD

    CHAIR & CLERK (CHAIR SINCE 3.1.23)

    Total calculated
    $0
    Hours/week
    1
  • Jonathan J Fleming Mpa

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Wendy Warring JD

    PRESIDENT & CEO

    Total calculated
    $283,655
    From this org
    $270,032
    From related orgs
    $0
    Other
    $13,623
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,032
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,623
    Filer's total
    $283,655
  • Thomas Hubbard

    VICE PRESIDENT-POLICY RESEARCH

    Total calculated
    $212,708
    From this org
    $181,922
    From related orgs
    $0
    Other
    $30,786
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $181,922
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,786
    Filer's total
    $212,708
  • Stephen B Herskovitz

    VICE PRESIDENT OF MARKETING

    Total calculated
    $185,946
    From this org
    $171,794
    From related orgs
    $0
    Other
    $14,152
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,794
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,152
    Filer's total
    $185,946
  • Claire Cruse

    SR. DIR PROGRAM DEVELOPMENT

    Total calculated
    $149,090
    From this org
    $147,028
    From related orgs
    $0
    Other
    $2,062
    Hours/week
    50

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 · Form 990 of other organizations
  • 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202422979349301562

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