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HEALTH RESEARCH AND EDUCATIONAL TRUST

EIN 36-2203931 CHICAGO, IL

Revenue 2024
$6,636,124
Expenses 2024
$9,106,022

Program services were 56.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E22E
Classification
2180
Street
155 N WACKER DR STE 400

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media.

Activities or mission (Part I)

Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.

  • HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES.

    Expenses $5,211,394

  • QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS.

    Expenses $3,494,784 · Grants $281,940 · Revenue $1,898,277

  • Research and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders.

    Expenses $399,844

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Christopher M Derienzo

    PRESIDENT

    Total calculated
    $1,061,567
    From this org
    $0
    From related orgs
    $886,847
    Other
    $174,720
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $675,413 related
    Bonus
    $0 + $176,250 related
    Other
    $0 + $35,184 related
    Deferred
    $0 + $128,695 related
    Nontaxable benefits
    $0 + $46,025 related
    Filer's total
    $0 + $1,061,567 related

  • Heidi Duncan

    CHAIR

    Total calculated
    $3,119
    From this org
    $0
    From related orgs
    $3,119
    Other
    $0
    Hours/week
    5 + 1 related

  • Russell R Gronewold

    BOARD MEMBER

    Total calculated
    $2,504
    From this org
    $0
    From related orgs
    $2,504
    Other
    $0
    Hours/week
    1 + 1 related

  • Andrew J Jager

    SR DIRECTOR, POP HEALTH

    Total calculated
    $225,693
    From this org
    $184,018
    From related orgs
    $0
    Other
    $41,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,427
    Bonus
    $7,830
    Other
    $2,761
    Deferred
    $11,335
    Nontaxable benefits
    $30,340
    Filer's total
    $225,693

  • Daniel J Delgado

    Senior Director of Finance and Compliance

    Total calculated
    $271,129
    From this org
    $210,954
    From related orgs
    $0
    Other
    $60,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,717
    Bonus
    $14,815
    Other
    $6,422
    Deferred
    $13,150
    Nontaxable benefits
    $47,025
    Filer's total
    $271,129

  • Kristin L Preihs

    SR DIRECTOR CLINICAL QUALITY

    Total calculated
    $183,603
    From this org
    $169,884
    From related orgs
    $0
    Other
    $13,719
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,685
    Bonus
    $7,020
    Other
    $1,179
    Deferred
    $10,179
    Nontaxable benefits
    $3,540
    Filer's total
    $183,603

  • Marie Cleary-Fishman

    VP Clinical Quality

    Total calculated
    $315,649
    From this org
    $266,924
    From related orgs
    $0
    Other
    $48,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,953
    Bonus
    $23,793
    Other
    $25,178
    Deferred
    $16,286
    Nontaxable benefits
    $32,439
    Filer's total
    $315,649

  • Nancy A Myers PhD

    VP Leadership & System Innovation

    Total calculated
    $304,753
    From this org
    $272,262
    From related orgs
    $0
    Other
    $32,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,260
    Bonus
    $23,793
    Other
    $13,209
    Deferred
    $16,286
    Nontaxable benefits
    $16,205
    Filer's total
    $304,753

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $6,636,124
    Expenses
    $9,106,022
    Contributions
    $4,498,274
    Grants paid
    $281,940
  • 2023
    Revenue
    $10,196,871
    Expenses
    $12,176,262
    Contributions
    $8,654,031
    Grants paid
    $325,030
  • 2022
    Revenue
    $11,413,974
    Expenses
    $12,763,842
    Contributions
    $9,942,779
    Grants paid
    $430,835

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $10,710,852
    Expenses
    $11,969,906
    Assets (EOY)
    $22,413,132

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $10,760,012
    Expenses
    $13,056,736
    Assets (EOY)
    $21,010,178

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $34,877,975
    Expenses
    $36,616,485
    Assets (EOY)
    $25,447,440

  • 2018 · 990

    Revenue
    $49,330,480
    Expenses
    $48,529,385
    Assets (EOY)
    $30,317,445

  • 2017 · 990

    Revenue
    $48,172,316
    Expenses
    $48,412,172
    Assets (EOY)
    $28,292,295

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2021

Tax period
1 January 2021 to 31 December 2021
Principal officer
Maulik S Joshi
Mailing address
155 N Wicker Ste 400Chicago IL 60606
Website
Www.healthcare.com

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • Health Forum Inc

    C Corporation · INFORMATIONAL RESOURCES · IL · share of income $0 · share of assets $0

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.