Form 990 for tax year 2024
Filed by NATIONAL INSTITUTE FOR HEALTH CARE MANAGEMENT RESEARCH EDUC FDN.
Totals
- Total revenue
- $3,424,158
- Total expenses
- $2,624,445
- Contributions and grants received
- $3,213,025
- Grants paid
- $536,668
- Program service revenue
- $0
- Investment income
- $211,133
- Other revenue
- $0
- Total assets, end of year
- $10,700,926
- Total liabilities, end of year
- $576,806
- Net assets or fund balances, end of year
- $10,124,120
- Program services expenses (Part IX)
- $2,237,715
- Management and general expenses
- $386,730
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,237,715
Program services were 85.3% 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
$3,213,025
-
3 · Investment income
total $211,133 · excluded $211,133
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $536,668 · program services $536,668
-
5 · Compensation of officers, directors and key employees
total $266,036 · program services $206,819 · management and general $59,217
-
7 · Other salaries and wages
total $858,671 · program services $717,214 · management and general $141,457
-
8 · Pension plan contributions
total $128,795 · program services $103,786 · management and general $25,009
-
9 · Other employee benefits
total $137,821 · program services $111,059 · management and general $26,762
-
10 · Payroll taxes
total $69,520 · program services $56,021 · management and general $13,499
-
11c · Fees: accounting
total $46,763 · management and general $46,763
-
11g · Fees: other
total $319,105 · program services $299,240 · management and general $19,865
-
12 · Advertising and promotion
total $2,169 · program services $2,169
-
13 · Office expenses
total $1,296 · program services $959 · management and general $337
-
17 · Travel
total $5,284 · program services $4,815 · management and general $469
-
19 · Conferences, conventions and meetings
total $59,892 · program services $36,746 · management and general $23,146
-
22 · Depreciation, depletion and amortization
total $6,068 · program services $2,895 · management and general $3,173
-
23 · Insurance
total $9,187 · program services $4,663 · management and general $4,524
-
24a · Other expenses: AWARDS
total $85,855 · program services $85,855
-
24b · Other expenses: SUBSCRIPTIONS
total $26,077 · program services $26,053 · management and general $24
-
24c · Other expenses: COMPUTER EXPENSES
total $18,894 · program services $15,618 · management and general $3,276
-
24d · Other expenses: WEBSITE MAINTENANCE
total $11,742 · management and general $11,742
-
24e · All other expenses
total $34,602 · program services $27,135 · management and general $7,467
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $232,013 · end of year $147,038
-
2 · Savings and temporary cash investments
beginning of year $1,622,377 · end of year $1,852,899
-
3 · Pledges and grants receivable
end of year $331,000
-
9 · Prepaid expenses and deferred charges
beginning of year $50,636 · end of year $39,721
-
11 · Investments: publicly traded securities
beginning of year $7,131,500 · end of year $8,146,338
-
15 · Other assets
beginning of year $28,418 · end of year $183,930
-
17 · Accounts payable and accrued expenses
beginning of year $34,145 · end of year $138,339
-
18 · Grants payable
beginning of year $367,518 · end of year $438,467
-
25 · Other liabilities
beginning of year $157,136 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $8,506,145 · end of year $10,124,120
Mission and programs · 2024
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 $630,063
-
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 $482,036
-
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 $856,034 · Grants $536,668
-
Expenses $269,582
As filed on the 2024 return.
Listed in Part VII
-
DAVID HOLMBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PATRICK GERAHGTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MAURICE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GAIL BOUDREAUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
W DAVID HELMS PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRYAN CAMERLINCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GREGORY DEAVENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TRICIA KEITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JEFF ROE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CURTIS BARNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TUNDE SOTUNDE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GARY ST HILAIRE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
SARAH ISELIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JD HICKEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CORY HARRIS
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
PAM KEHALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL MIZEUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
NANCY CHOCKLEY
PRESIDENT & CEO
- Total calculated
- $129,549
- From this org
- $104,932
- From related orgs
- $0
- Other
- $24,617
- Hours/week
- 15 + 25 related
-
AVIK ROY
PRESIDENT & CEO
- Total calculated
- $183,696
- From this org
- $161,104
- From related orgs
- $0
- Other
- $22,592
- Hours/week
- 15 + 25 related
Schedule J breakdown matched by us
- Base
- $161,104
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,592
- Filer's total
- $183,696
-
CAITLIN ELLIS
DIRECTOR OF RESEARCH PRGMS
- Total calculated
- $174,556
- From this org
- $131,440
- From related orgs
- $0
- Other
- $43,116
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $131,440
- Bonus
- $0
- Other
- $0
- Deferred
- $25,253
- Nontaxable benefits
- $17,863
- Filer's total
- $174,556
-
KATHRYN SANTORO
PROGRAM DIRECTOR
- Total calculated
- $197,419
- From this org
- $131,249
- From related orgs
- $0
- Other
- $66,170
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $131,249
- Bonus
- $0
- Other
- $0
- Deferred
- $32,628
- Nontaxable benefits
- $33,542
- Filer's total
- $197,419
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
-
$37,168
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$36,317
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$35,684
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$33,688
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$33,150
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$32,532
EXEMPT PURPOSE RELATED JOURNALISM GRANT.
-
$32,500
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
$30,529
EXEMPT PURPOSE RELATED RESEARCH GRANTS
-
EXEMPT PURPOSE RELATED RESEARCH GRANTS
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
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513179349304001
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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