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Nonprofiteer
← INSTITUTE FOR HEALTHCARE IMPROVEMENT

Form 990 for tax year 2022

Filed by INSTITUTE FOR HEALTHCARE IMPROVEMENT.

Totals

Total revenue
$52,355,673
Total expenses
$68,658,962
Contributions and grants received
$13,847,265
Grants paid
$10,549,384
Program services expenses (Part IX)
$58,697,088
Management and general expenses
$9,961,874
Fundraising expenses
$0
Program service expenses (Part III)
$58,697,088

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEDAR MATE

    CEO

    Total calculated
    $885,605
    From this org
    $853,389
    From related orgs
    $0
    Other
    $32,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $621,943
    Bonus
    $156,045
    Other
    $75,401
    Deferred
    $3,825
    Nontaxable benefits
    $28,391
    Filer's total
    $885,605

  • DONALD BERWICK

    FORMER CEO, DIRECTOR

    Total calculated
    $275,000
    From this org
    $275,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    19

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $275,000

  • ANN SCOTT BLOUIN RN PHD FACHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TORITSESAN TOSAN BOYO MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YVONNE V COGHILL CBE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J DOWLING

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REBEKAH E GEE MD MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERALD B HICKSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY LOUISE MALONE PHD RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY BETH NAVARRA-SIRIO MBA RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ENRIQUE RUELAS MD MPA MHSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • SYLVIA DENISE TRENT-ADAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KARA WALKER MD MPH MSHS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAM R WATSON MSA CPPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETH DALEY ULLEM MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY HOSFORD-SWAN

    CHIEF FIN/ADMIN OFFICER

    Total calculated
    $485,993
    From this org
    $454,947
    From related orgs
    $0
    Other
    $31,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,527
    Bonus
    $50,000
    Other
    $43,420
    Deferred
    $4,800
    Nontaxable benefits
    $26,246
    Filer's total
    $485,993

  • PIERRE BARKER

    CHIEF SCIENTIFIC OFFICER

    Total calculated
    $501,075
    From this org
    $472,217
    From related orgs
    $0
    Other
    $28,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $390,923
    Bonus
    $50,000
    Other
    $31,294
    Deferred
    $4,800
    Nontaxable benefits
    $24,058
    Filer's total
    $501,075

  • NANA TWUM-DANSO

    SENIOR VICE PRESIDENT

    Total calculated
    $417,639
    From this org
    $362,182
    From related orgs
    $0
    Other
    $55,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,182
    Bonus
    $40,000
    Other
    $0
    Deferred
    $43,380
    Nontaxable benefits
    $12,077
    Filer's total
    $417,639

  • CYNTHIA BARGINERE

    CHIEF OPERATING OFFICER

    Total calculated
    $518,017
    From this org
    $453,781
    From related orgs
    $0
    Other
    $64,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,781
    Bonus
    $50,000
    Other
    $0
    Deferred
    $53,120
    Nontaxable benefits
    $11,116
    Filer's total
    $518,017

  • JENNIFER LENOCI-EDWARDS

    VICE PRESIDENT, DELIVERY

    Total calculated
    $280,186
    From this org
    $274,924
    From related orgs
    $0
    Other
    $5,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,571
    Bonus
    $30,000
    Other
    $5,353
    Deferred
    $3,825
    Nontaxable benefits
    $1,437
    Filer's total
    $280,186

  • PEDRO DELGADO

    VICE PRESIDENT, DELIVERY

    Total calculated
    $316,200
    From this org
    $287,706
    From related orgs
    $0
    Other
    $28,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,626
    Bonus
    $32,080
    Other
    $0
    Deferred
    $12,631
    Nontaxable benefits
    $15,863
    Filer's total
    $316,200

  • SODZI SODZI-TETTEY

    VICE PRESIDENT, DELIVERY

    Total calculated
    $314,352
    From this org
    $314,352
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,352
    Bonus
    $30,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $314,352

  • KAREN BALDOZA

    VICE PRESIDENT, IMPROVEMENT

    Total calculated
    $262,098
    From this org
    $230,138
    From related orgs
    $0
    Other
    $31,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,138
    Bonus
    $30,000
    Other
    $0
    Deferred
    $3,825
    Nontaxable benefits
    $28,135
    Filer's total
    $262,098

  • VALERIE SPALDING

    VICE PRESIDENT, BUSINESS DEVELOPMENT

    Total calculated
    $278,795
    From this org
    $250,151
    From related orgs
    $0
    Other
    $28,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,115
    Bonus
    $30,000
    Other
    $5,036
    Deferred
    $4,800
    Nontaxable benefits
    $23,844
    Filer's total
    $278,795

  • CATHLEEN DUFFY

    VICE PRESDIENT, FINANCE

    Total calculated
    $293,469
    From this org
    $277,761
    From related orgs
    $0
    Other
    $15,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,408
    Bonus
    $30,000
    Other
    $5,353
    Deferred
    $4,800
    Nontaxable benefits
    $10,908
    Filer's total
    $293,469

  • NEEL VORA

    VICE PRESIDENT, INFORMATION

    Total calculated
    $274,257
    From this org
    $247,485
    From related orgs
    $0
    Other
    $26,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,520
    Bonus
    $30,000
    Other
    $4,965
    Deferred
    $2,738
    Nontaxable benefits
    $24,034
    Filer's total
    $274,257

  • NINON LEWIS

    VICE PRESIDENT, DELIVERY

    Total calculated
    $252,585
    From this org
    $238,232
    From related orgs
    $0
    Other
    $14,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,619
    Bonus
    $30,000
    Other
    $4,613
    Deferred
    $3,825
    Nontaxable benefits
    $10,528
    Filer's total
    $252,585

  • LESLIE NICHOL

    VICE PRESIDENT, DELIVERY

    Total calculated
    $262,446
    From this org
    $234,788
    From related orgs
    $0
    Other
    $27,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,175
    Bonus
    $30,000
    Other
    $4,613
    Deferred
    $1,532
    Nontaxable benefits
    $26,126
    Filer's total
    $262,446

  • JENNIFER WALKER

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $264,612
    From this org
    $234,306
    From related orgs
    $0
    Other
    $30,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,693
    Bonus
    $30,000
    Other
    $4,613
    Deferred
    $3,825
    Nontaxable benefits
    $26,481
    Filer's total
    $264,612

  • JILL DUNCAN

    VICE PRESIDENT, DELIVERY

    Total calculated
    $270,098
    From this org
    $237,990
    From related orgs
    $0
    Other
    $32,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,377
    Bonus
    $35,000
    Other
    $4,613
    Deferred
    $3,837
    Nontaxable benefits
    $28,271
    Filer's total
    $270,098

  • PATRICIA MCGAFFIGAN

    VICE PRESIDENT, DELIVERY

    Total calculated
    $370,338
    From this org
    $344,069
    From related orgs
    $0
    Other
    $26,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,745
    Bonus
    $30,000
    Other
    $107,324
    Deferred
    $2,391
    Nontaxable benefits
    $23,878
    Filer's total
    $370,338

  • ROBERT LLOYD

    VICE PRESIDENT

    Total calculated
    $353,696
    From this org
    $321,740
    From related orgs
    $0
    Other
    $31,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,173
    Bonus
    $30,000
    Other
    $30,567
    Deferred
    $4,800
    Nontaxable benefits
    $27,156
    Filer's total
    $353,696

  • DAVID COLETTA

    EXECUTIVE DIRECTOR, ALLIANCE

    Total calculated
    $259,911
    From this org
    $232,132
    From related orgs
    $0
    Other
    $27,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,132
    Bonus
    $20,000
    Other
    $0
    Deferred
    $1,743
    Nontaxable benefits
    $26,036
    Filer's total
    $259,911

  • ALICE BONNER

    SENIOR DIRECTOR

    Total calculated
    $249,267
    From this org
    $230,180
    From related orgs
    $0
    Other
    $19,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,180
    Bonus
    $20,000
    Other
    $0
    Deferred
    $4,622
    Nontaxable benefits
    $14,465
    Filer's total
    $249,267

  • PAULO BOREM

    SENIOR DIRECTOR

    Total calculated
    $230,741
    From this org
    $198,341
    From related orgs
    $0
    Other
    $32,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,341
    Bonus
    $15,000
    Other
    $0
    Deferred
    $4,800
    Nontaxable benefits
    $27,600
    Filer's total
    $230,741

  • DEREK FEELEY

    FORMER CEO

    Total calculated
    $113,300
    From this org
    $113,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    12

    Schedule J breakdown matched by us

    Base
    $113,300
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $113,300

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 — 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

  • 1a · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE INSTITUTE PROVIDES CERTAIN MEMBERS OF THE LEADERSHIP TEAM FLEXIBLE BENEFIT PLAN. COVERED EXECUTIVES ARE PROVIDED WITH A FLEXIBLE BENEFIT ALLOWANCE WHICH CAN BE USED TO SELECT CERTAIN BENEFITS, INCLUDING A CAPITAL ACCUMULATION ACCOUNT. THE CAPITAL ACCUMULATION ACCOUNTS ARE MAINTAINED BY THE INSTITUTE AND THE EXECUTIVES ARE NOT VESTED IN THEIR ACCOUNTS UNTIL THEY REACH 5 YEARS OF SERVICE. THE EXECUTIVES ARE UNSECURED CREDITORS OF THE INSTITUTE FOR THE AMOUNT OF THEIR CAPITAL ACCUMULATION ACCOUNTS. THIS BENEFIT PLAN IS EXAMINED IN THE COURSE OF OUR COMPENSATION REVIEW (DICTATED BY OUR COMPENSATION POLICY DESCRIBED IN SCHEDULE O), AND CONSIDERED FAIR, REASONABLE, AND WITHIN THE SAFE HARBOR GUIDELINES FOR EXECUTIVE COMPENSATION BY THE ORGANIZATION. IN ADDITION, OUR COMPENSATION STRUCTURE IS REVIEWED BY AN EXTERNAL COMPENSATION ADVISOR. IHI STRONGLY BELIEVES THAT THE ORGANIZATION NEEDS TO MAINTAIN ADEQUATE BENEFITS NECESSARY TO RETAIN THE TALENTED TEAM REQUIRED TO ACCOMPLISH OUR MISSION OF IMPROVING HEALTH AND HEALTH CARE WORLDWIDE.
PART I, LINE 1B
FIRST CLASS TRAVEL IHI'S TRAVEL POLICY REQUIRES THAT EMPLOYEES PERSONALLY PAY FOR ANY UPGRADE TO FIRST CLASS. ANY PURCHASE OF FIRST CLASS TICKETS WERE EXCEPTIONS DUE TO SPECIAL NEEDS AND APPROVED BY IHI MANAGEMENT. HOUSING ALLOWANCE THE INSTITUTE PROVIDES A HOUSING ALLOWANCE TO SODZI SODZI-TETTEY THESE AMOUNTS ARE INCLUDED IN TAXABLE INCOME AND REPORTED ON PART II COLUMN (B)(III).
PART I, LINE 4B
RETIREMENT PLANS NONQUALIFIED RETIREMENT PLAN COMPENSATION PAID THROUGH AN IRC SECTION 457 PLAN HAS BEEN DISCLOSED ON SCHEDULE J, COLUMN B(III) FOR EACH REPORTED INDIVIDUAL. KEDAR MATE - $75,401 AMY HOSFORD-SWAN- $43,420 PIERRE BARKER - $31,294 ROBERT LLOYD - $30,567 PATRICIA MCGAFFIGAN - $107,324, WHICH INCLUDES $87,884 PAYOUT OF AMOUNT PREVIOUSLY VESTED JENNIFER LENOCI-EDWARDS - $5,353 VALERIE SPALDING - $5,036 CATHLEEN DUFFY - $5,353 NEEL VORA - $4,965 NINON LEWIS - $4,613 LESLIE PELTON NICHOL - $4,613 JENNIFER WALKER - $4,613 JILL DUNCAN - $4,613 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) AND HAVE NOT RECEIVED A TAXABLE DISTRIBUTION UNTIL VESTED. THE 2022 DEFERRED AMOUNTS ARE REPORTED AS DEFERRED COMPENSATION AND REPORTED IN PART II, COLUMN (C). CYNTHIA BARGINERE NANA TWUM-DANSO
PART I, LINE 7
NON-FIXED PAYMENTS THE PRESIDENT/CEO IS ELIGIBLE FOR AN ANNUAL NON-FIXED BONUS BASED ON A PERCENTAGE OF GROSS SALARY SUBJECT TO BENCHMARKING RESEARCH OF THE BUSINESS SECTOR BY EXTERNAL CONSULTANTS AND SUBJECT TO BOARD APPROVAL EACH YEAR.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
29 February 2024
IRS schema version
2022v5.0
Source object
202430659349301008

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

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