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← ESSENTIALS HOSPITALS INSTITUTE

Form 990 for tax year 2022

Filed by ESSENTIALS HOSPITALS INSTITUTE.

Totals

Total revenue
$2,860,330
Total expenses
$3,468,899
Contributions and grants received
$2,330,236
Grants paid
$535,158
Program service revenue
$418,761
Investment income
$111,333
Other revenue
$0
Total assets, end of year
$11,895,320
Total liabilities, end of year
$2,378,086
Net assets or fund balances, end of year
$9,517,234
Program services expenses (Part IX)
$2,692,123
Management and general expenses
$776,776
Fundraising expenses
$0
Program service expenses (Part III)
$2,692,123

Program services were 77.6% 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.

  • 1d · Related organizations

    $1,300,000

  • 1f · All other contributions, gifts and grants

    $1,030,236

  • 2a · Program service revenue: TUITION INCOME

    total $418,761 · related or exempt $418,761

  • 3 · Investment income

    total $111,333 · excluded $111,333

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $535,158 · program services $535,158

  • 5 · Compensation of officers, directors and key employees

    total $645,925 · program services $590,014 · management and general $55,911

  • 7 · Other salaries and wages

    total $994,495 · program services $579,386 · management and general $415,109

  • 8 · Pension plan contributions

    total $57,599 · program services $28,750 · management and general $28,849

  • 9 · Other employee benefits

    total $112,192 · program services $72,278 · management and general $39,914

  • 10 · Payroll taxes

    total $93,997 · program services $65,968 · management and general $28,029

  • 11b · Fees: legal

    total $6,604 · program services $6,486 · management and general $118

  • 11c · Fees: accounting

    total $24,148 · program services $23,715 · management and general $433

  • 11f · Fees: investment management

    total $27,045 · management and general $27,045

  • 11g · Fees: other

    total $183,835 · program services $171,491 · management and general $12,344

  • 13 · Office expenses

    total $12,025 · program services $9,478 · management and general $2,547

  • 14 · Information technology

    total $65,491 · program services $47,501 · management and general $17,990

  • 16 · Occupancy

    total $326,811 · program services $241,255 · management and general $85,556

  • 17 · Travel

    total $76,281 · program services $59,873 · management and general $16,408

  • 19 · Conferences, conventions and meetings

    total $142,694 · program services $112,000 · management and general $30,694

  • 22 · Depreciation, depletion and amortization

    total $3,004 · program services $2,147 · management and general $857

  • 23 · Insurance

    total $5,549 · program services $3,904 · management and general $1,645

  • 24a · Other expenses: HONORARIUM

    total $102,050 · program services $100,222 · management and general $1,828

  • 24b · Other expenses: LICENSES AND FEES

    total $25,975 · program services $18,855 · management and general $7,120

  • 24c · Other expenses: PROFESSIONAL DEV'L

    total $13,474 · program services $10,576 · management and general $2,898

  • 24d · Other expenses: RECRUITMENT

    total $7,651 · program services $7,514 · management and general $137

  • 24e · All other expenses

    total $6,896 · program services $5,552 · management and general $1,344

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,484,235 · end of year $6,299,675

  • 3 · Pledges and grants receivable

    beginning of year $2,479,342 · end of year $1,269,559

  • 4 · Accounts receivable

    end of year $112,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,242 · end of year $7,186

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

    $394,275

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

    $379,178

  • 10c · Land, buildings and equipment, net

    beginning of year $18,101 · end of year $15,097

  • 11 · Investments: publicly traded securities

    beginning of year $4,676,297 · end of year $4,087,480

  • 15 · Other assets

    beginning of year $85,107 · end of year $104,323

  • 17 · Accounts payable and accrued expenses

    beginning of year $202,633 · end of year $267,409

  • 19 · Deferred revenue

    beginning of year $148,133 · end of year $135,372

  • 25 · Other liabilities

    beginning of year $601,666 · end of year $1,975,305

  • 27 · Net assets without donor restrictions

    beginning of year $5,160,127 · end of year $4,740,348

  • 28 · Net assets with donor restrictions

    beginning of year $5,638,765 · end of year $4,776,886

Mission and programs · 2022

Mission

TO CONDUCT RESEARCH AND CREATE A CONTINUOUS LEARNING ENVIRONMENT FOR MEMBERS OF AMERICA'S ESSENTIAL HOSPITALS TO IMPROVE CARE FOR VULNERABLE POPULATIONS BY SHARING INNOVATIVE MODELS OF PATIENT CARE AND HOSPITAL OPERATIONS AND EDUCATING THE PUBLIC CONCERNING THE RESOURCES AND NEEDS OF PUBLIC AND NONPROFIT HOSPITALS.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • GRANTS AND HEALTHCARE:THE ESSENTIAL HOSPITAL INSTITUTE ("INSTITUTE") CONTINUED TO ADDRESS THE SIGNIFICANT ISSUES FACING PUBLIC HOSPITALS, SAFETY NET ORGANIZATIONS, UNDERSERVED COMMUNITIES, AND RELATED HEALTH POLICY ISSUES OF NATIONAL PRIORITY. THE INSTITUTE'S GRANT-SUPPORTED RESEARCH EXPANDS INSTITUTIONAL KNOWLEDGE ON POPULATION HEALTH, PATIENT-CENTERED CARE, DELIVERY SYSTEM TRANSFORMATION, QUALITY PERFORMANCE AND IMPROVEMENT, EQUITY, LEADERSHIP, AND HEALTH REFORM IMPLEMENTATION. MUCH OF THE INSTITUTE'S GRANT-FUNDED WORK WAS IN WORKFORCE EQUITY AND RESILIENCE AND COMBATING STRUCTURAL RACISM. WITH FUNDING FROM THE ROBERT WOOD JOHNSON FOUNDATION, THE INSTITUTE CONTINUED TO FACILITATE COMBATING STRUCTURAL RACISM INTEREST GROUP MEETINGS OFFERING PEER NETWORKING AMONG LIKE-MINDED LEADERS FROM OUR MEMBERS, REVISED OUR ESSENTIAL COMMUNITIES WEBSITE TO REFLECT TOOLS, RESOURCES, AND PROGRAMS TO COMBAT STRUCTURAL RACISM, FACILITATED A 4-HOUR PRE-CONFERENCE ON COMBATING STRUCTURAL RACISM, PARTICIPATED IN AN EQUITY LEARNING LAB TO DEVELOP AND CARRY OUT AN ACTION PLAN TO IMPROVE EQUITY FOCUSING ON OUR ORGANIZATIONAL POLICIES, AND BEGAN THE DEVELOPMENT OF A WORKFORCE EQUITY TOOLKIT AT ESSENTIAL HOSPITALS TO SUPPORT THE CREATION OF A RESILIENT, INCLUSIVE, AND EQUITABLE WORKFORCE. THROUGH A GRANT FROM THE HUMAN RESOURCES AND SERVICES AGENCY, GEORGE MASON UNIVERSITY FUNDED THE INSTITUTE TO DISSEMINATE GMU INTERACTIVE TRAININGS AND GAIN INSIGHTS FROM MEMBER HOSPITALS ABOUT NEEDS RELATING TO WORKFORCE AND RESILIENCE. RELATED TO COMBATING STRUCTURAL RACISM, THE CVS HEALTH FOUNDATION CONTINUED TO FUND THE INSTITUTE TO CONDUCT A LEARNING COLLABORATIVE AMONG MEMBER HOSPITALS TO REDUCE BLACK OBSTETRIC MORTALITY RATES. THIS TWO-YEAR PROJECT SUPPORTS A LEARNING COLLABORATIVE OF 12 MEMBER HOSPITALS SEEKING TO REDUCE MORTALITY AMONG BLACK OBSTETRIC PATIENTS. THE CVS HEALTH FOUNDATION IS ALSO FUNDING THE INSTITUTE TO CONDUCT THREE ONE-YEAR LEARNING COLLABORATIVES AMONG MEMBER HOSPITALS TO IMPROVE ACCESS TO QUALITY CARE FOR PEOPLE WITH OPIOID USE DISORDER, PARTICULARLY PEOPLE WHO ARE MARGINALIZED OR DISCRIMINATED AGAINST. THIS FOUR-YEAR PROJECT SUPPORTS THREE LEARNING COLLABORATIVES BETWEEN 10 - 12 MEMBER HOSPITALS SEEKING TO IMPROVE CARE ACCESS AND ENHANCE PATIENT SOCIAL SUPPORT. THE INSTITUTE ALSO RECEIVED FUNDS FROM THE BRISTOL-MYERS SQUIBB FOUNDATION TO COMBAT RACIAL DISPARITIES IN DIAGNOSIS, TREATMENT, AND PROGNOSIS FOR CARDIOVASCULAR DISEASE THROUGH PEER-TO-PEER MENTORSHIP BETWEEN SELECTED MEMBER HOSPITALS AND A TECHNICAL PANEL OF CARDIOVASCULAR DISEASE EXPERTS FROM ESSENTIAL HOSPITALS. THE KRESGE FOUNDATION FUNDED THE INSTITUTE TO COMPLETE A 6-MONTH LEARNING NETWORK OF MEMBER HOSPITALS TO IMPROVE PERFORMANCE RELATING TO MITIGATING CLIMATE CHANGE. HOSPITALS RECEIVED TECHNICAL ASSISTANCE, DISSEMINATED RESULTS THROUGH OUR WEBINARS, AND THE INSTITUTE CREATED A REPORT ON RESULTS. THE KRESGE FOUNDATION FUNDED A FOLLOW-ON GRANT TO IDENTIFY RESOURCES FOR MEMBER HOSPITALS RELATED TO DECARBONIZATION AND CLIMATE RESILIENCE, CONDUCT AN INTEREST GROUP ON CLIMATE RESILIENCE AND MITIGATION OF CLIMATE CHANGE, A C-SUITE CONVENING TO SUPPORT THE DEVELOPMENT OF ACTION PLANS AND ACCOUNTABILITY AT THE C-SUITE, AND A LUNCHEON AT AMERICA'S ESSENTIAL HOSPITALS' ANNUAL CONFERENCE, VITAL. FINALLY, FUNDED BY THE HUMAN MILK BANKING ASSOCIATION OF NORTH AMERICA, WHICH THE W. K. KELLOGG FOUNDATION FUNDED, THE INSTITUTE WROTE A REPORT ON ESSENTIAL HOSPITALS' USE OF HUMAN DONOR MILK BASED ON INTERVIEWS COVERING HOW MEMBERS USE DONOR MILK, FACILITATORS AND BARRIERS TO USING DONOR MILK, AND LESSONS LEARNED FROM DONOR MILK PROGRAMS.

    Expenses $1,870,903 · Grants $535,158

  • LEADERSHIP DEVELOPMENT AND EDUCATION:TO HELP SAFETY-NET HOSPITALS AND HEALTH SYSTEMS CONTINUE THEIR SUCCESS IN SERVING THEIR COMMUNITIES, THE INSTITUTE OFFERED AN ARRAY OF EDUCATIONAL AND MEMBER SERVICES. THESE INCLUDED WEBINARS, CONFERENCE WORKSHOPS, DISTANCE LEARNING EVENTS, PROFESSIONAL DEVELOPMENT PROGRAMS, AND TECHNICAL ASSISTANCE VIA CONFERENCE CALLS AND WEBINARS. THESE PROGRAMS PROVIDED FORUMS FOR MEMBERS TO LEARN AND EXCHANGE IDEAS ON HOW SAFETY-NET HOSPITALS AND HEALTH SYSTEMS CAN ADDRESS NEW ISSUES AND CHALLENGES, IN ADDITION TO PROVIDING VITAL PROFESSIONAL CONNECTIONS AND LEADERSHIP EXPERTISE. THE FELLOWS PROGRAM IS A 12-MONTH LEADERSHIP DEVELOPMENT PROGRAM DESIGNED FOR RISING SENIOR LEADERS IN SIGNIFICANT CLINICAL OR ADMINISTRATIVE ROLES AT MEMBER HOSPITALS. THE FELLOWS PROGRAM AIMS TO EDUCATE PARTICIPANTS ON ISSUES THAT IMPACT ESSENTIAL HOSPITALS AND PROVIDE THE NECESSARY SKILLS TO LEAD STRATEGICALLY AND ADVOCATE FOR POLICIES AND RESOURCES THAT PROMOTE THE HEALTH OF VULNERABLE PATIENTS. EACH CLASS INCLUDES THREE HIGHLY INTERACTIVE SESSIONS (2.5 DAYS EACH), A SELF-ASSESSMENT, PROJECT, SITE VISIT, DISTANCE LEARNING, NETWORKING, AND ATTENDANCE AT AMERICA'S ESSENTIAL HOSPITALS' CONFERENCES AND EVENTS. THE ESSENTIAL WOMEN'S LEADERSHIP ACADEMY IS A 10-MONTH LEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO BUILD A COMMUNITY OF CONFIDENT AND EMPOWERED WOMEN EXECUTIVES. THE LATTER LEAD ESSENTIAL HOSPITALS IN MEETING THE CHALLENGES OF OUR NATION'S MOST VULNERABLE POPULATIONS. IT INCLUDES THREE HIGHLY INTERACTIVE SESSIONS, A SELF-ASSESSMENT, EXECUTIVE COACHING, MONTHLY CHECK-IN CALLS WITH THEIR MENTOR, A SITE VISIT TO THEIR MENTOR'S ORGANIZATION, AND NETWORKING. ALL THE MENTORS ARE WOMEN CHIEF EXECUTIVES AT ESSENTIAL HOSPITALS.

    Expenses $433,201 · Revenue $418,761

  • RESEARCH:THE INSTITUTE PUBLISHED SIX REPORTS, BRIEFS, AND BLOGS IN 2022:- ESSENTIAL HOSPITALS' USE OF DONOR HUMAN MILK: REPORT TO THE HUMAN MILK BANKING ASSOCIATION OF NORTH AMERICA, MAY 2022- COMMITTED TO SAFETY: IMPROVING BLACK OBSTETRIC OUTCOMES, JUNE 2022- ESSENTIAL HOSPITALS TACKLE STRUCTURAL INEQUITIES IN MATERNAL HEALTH CARE, APRIL 2022- ADVANCING CLIMATE RESILIENCE AND MITIGATION AT ESSENTIAL HOSPITALS, OCTOBER 2022- ESSENTIAL DATA: OUR HOSPITALS, OUR PATIENTS, SEPTEMBER 2022- EXCELLENCE AND INNOVATION IN CARE: THE 2022 GAGE AWARDS, SEPTEMBER 2022 IN ADDITION, THE INSTITUTE DISSEMINATED FINDINGS FROM RESEARCH AT NATIONAL CONFERENCES, INCLUDING PANEL AND POSTER PRESENTATIONS.

    Expenses $388,019

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRUCE SIEGEL

    PRESIDENT AND CEO, RECORDING SEC.

    Total calculated
    $3,106,090
    From this org
    $0
    From related orgs
    $2,843,248
    Other
    $262,842
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,123,500 related
    Bonus
    $0 + $609,400 related
    Other
    $0 + $1,110,348 related
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $222,342 related
    Filer's total
    $0 + $3,106,090 related

  • PARVEEN CHAND

    CHAIR (UNTIL 2/4/22)

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE NEUHOFF

    PAST-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STUART GUTERMAN

    CHAIR-ELECT THEN CHAIR (EFF. 3/7/22)

    Total calculated
    $0
    Hours/week
    1

  • SUSAN COOPER

    TREAS. THEN CHAIR-ELECT (EFF.7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • BRENDA BATTLE

    MEMBER DIR. THEN TREAS. (EFF.7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • ROHIT BHALLA

    MEMBER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMILY BLOMBERG

    MEMBER DIRECTOR (UNTIL 3/4/22)

    Total calculated
    $0
    Hours/week
    1

  • TIM CURTIN

    MEMBER DIRECTOR (FROM 1/18/22)

    Total calculated
    $0
    Hours/week
    1

  • MELANY GAVULIC

    MEMBER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM HOLLON

    MEMBER DIRECTOR (UNTIL 1/14/22)

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE O'KEEFE

    MEMBER DIRECTOR (FROM 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • SHANNON SALE

    MEMBER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARRELL TERRY

    MEMBER DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH VISCONI

    MEMBER DIRECTOR (FROM 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • MELINDA ABRAMS

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANAND SHAH

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DALE SHALLER

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN WEISS

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHONDA GOLD

    CFO

    Total calculated
    $645,784
    From this org
    $0
    From related orgs
    $567,959
    Other
    $77,825
    Hours/week
    9 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $393,200 related
    Bonus
    $0 + $152,600 related
    Other
    $0 + $22,159 related
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $37,325 related
    Filer's total
    $0 + $645,784 related

  • KALPANA RAMIAH

    VP, LEADERSHIP AND INNOVATION

    Total calculated
    $391,121
    From this org
    $0
    From related orgs
    $334,612
    Other
    $56,509
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $251,100 related
    Bonus
    $0 + $80,400 related
    Other
    $0 + $3,112 related
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $16,009 related
    Filer's total
    $0 + $391,121 related

  • JAMES ROBERTS

    SENIOR DIRECTOR, INFORMATION TECH.

    Total calculated
    $266,119
    From this org
    $0
    From related orgs
    $213,944
    Other
    $52,175
    Hours/week
    9 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,400 related
    Bonus
    $0 + $28,300 related
    Other
    $0 + -$2,756 related
    Deferred
    $0 + $21,670 related
    Nontaxable benefits
    $0 + $30,505 related
    Filer's total
    $0 + $266,119 related

  • ELIZABETH FRENTZEL

    MANAGER, SPONSORED PROJECTS

    Total calculated
    $226,363
    From this org
    $0
    From related orgs
    $184,797
    Other
    $41,566
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $166,700 related
    Bonus
    $0 + $19,900 related
    Other
    $0 + -$1,803 related
    Deferred
    $0 + $18,660 related
    Nontaxable benefits
    $0 + $22,906 related
    Filer's total
    $0 + $226,363 related

  • OLAJUMOKE SIWAJUOLA

    SR. DIRECTOR OF ACCOUNTING & FIN.

    Total calculated
    $239,462
    From this org
    $0
    From related orgs
    $187,580
    Other
    $51,882
    Hours/week
    9 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,400 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + -$3,820 related
    Deferred
    $0 + $19,140 related
    Nontaxable benefits
    $0 + $32,742 related
    Filer's total
    $0 + $239,462 related

  • JENNIFER CHURCH

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $204,249
    From this org
    $0
    From related orgs
    $178,121
    Other
    $26,128
    Hours/week
    9 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,500 related
    Bonus
    $0 + $23,500 related
    Other
    $0 + -$1,879 related
    Deferred
    $0 + $14,088 related
    Nontaxable benefits
    $0 + $12,040 related
    Filer's total
    $0 + $204,249 related

  • MARLENE KAUNAN

    ACCOUNTING SUPERVISOR

    Total calculated
    $148,104
    From this org
    $0
    From related orgs
    $113,113
    Other
    $34,991
    Hours/week
    9

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, AMERICA'S ESSENTIAL HOSPITALS, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND AN APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL.
PART I, LINE 4B
IN 2022, BRUCE SIEGEL RECEIVED 457(F) PLAN DISTRIBUTION OF $1,046,878 THAT WAS REPORTED ON HIS W-2 AND THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A PRIOR YEAR RETURN.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202342839349300814

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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